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
Daniel Joseph FitzgeraldFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Cogdell Oneal BradshawFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Mark Bradley DraheimFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Jeffrey Lee CrumFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
David Gerard SpechtFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Victor MorenoFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Gregory Lawrence DugganFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Peter Hampton RushtonFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Thomas Edward Graney Jr.Fidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Cynthia Anne RomagnoloFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
David Ashley Jonathan GrovesFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Sheila Nan GoldsmithFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
J. L. BlattFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Alan Murray DullFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Moatir AhmedFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
William Michael GloydFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Alexander Nicholas CachesFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Michael Thomas BorgioliFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Kristin D. GuadagnoFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Virginia Ann HoffmanFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
John Morris WellerFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Peter Laurence MahoneyFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Thomas George HolligerFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Michael Allen EckrichFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Patrick William SullivanFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
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Showing 26 to 50 of 472 entries

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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.

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