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
Bradley Scott RushFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Sandra Pulley HillFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Jeffrey Mellon SmithFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
James Edward CapraFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Todd Blanchard StockwellFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Trevor Martin YocomFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Trina R MarianiFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
David Scott McPhersonFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Christian Call KimballFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Peter James WongFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Sheldon Lee RichardsFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Randy Bruce LaaksoFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Scott Michael TalbotFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Margaret Sandfria HaleFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
David Anthony PassanisiFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Bryan Joong GillisFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Leonard Jay WeinsteinFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Walter Hugh HolmesFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Matthew Earl BrownFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Vicki Lynn LamoFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Spencer Christian OliverFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Anita Deanna Brooks-LoceyFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Philip Alan WatsonFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Shirley Ann SmithFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Mary Louise NobleFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
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Showing 76 to 100 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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