Advisers on the Move

Never miss a move. The industry's only comprehensive database of financial advisers and brokers changing firms. View over a decade of recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves

Adviser(s) Firm joining Firm leaving AUM ($M) Date
William Blair Goheen IIFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Blake Richard SchreckFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Justin Joseph BuckshireFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Lindsey Brett RogosichFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Jessica Nichole MaloyFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Charles Edward RadenheimerFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Tom M. ZientekFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Zahid Husain RizviFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Keith Dow ManningFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Justin L. GreeneFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
William A. Houde IIFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Zack Wesley DowellFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Alexander Boardman GetsingerFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
William Bryce GabriFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Ginger Lee AvittFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Paul Christopher CovelskiFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Keevin R. Davis IIFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Peter J. AnthonyFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Dustin E. GrimmFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Hoda G. AliFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Frank Nicholas MaltaisFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Tony LuFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Marty Lowery SartinFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Jon Frederick SansoneFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Michael Trent CornwellFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
« Previous PageNext Page »

Showing 276 to 300 of 472 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15

Disclaimer & Methodology: The InvestmentNews Advisers on the Move database is designed to capture all recruiting activity of retail financial advisers/teams of advisers as they move from one firm to another. The activity recorded within the database comes from a number of sources, including InvestmentNews and other media reports; press releases; direct submissions that have been reviewed by InvestmentNews; and regulatory filings. To qualify as a move, no more than 60 days can have elapsed between the date an adviser/team leaves one firm and the date they join another. Any adviser registration changes that came as a result of merger & acquisition activity are not recorded as moves in the database. Finally, please note that all AUM data is user-submitted and is not audited by InvestmentNews or any regulatory agency. When AUM data is unavailable, a “ — “ is listed in the record’s AUM field entry. All data and information is the property of InvestmentNews LLC and is protected by copyright and other intellectual property laws. All rights are reserved by InvestmentNews LLC. Data may only be viewed on InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.