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
Jason Ayres KiehlFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Clyde Morgan ChandlerFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Martin Rene LaukoterFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Justin James MartysFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Tam Tran-MinhFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Manfred Christian WagnerFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Adam Rolfe JensenFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
John Michael TangstromFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Dustin Andrew WatkinsFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Haig ArakelianFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Quoc Vinh LieuFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Shu-Fuan Mendy Chung-NguyenFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Brad Christian StiebenFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Joshua S. O'DonoghueFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Alicia Lynn FitzsimmonsFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Monica Mary BiskupFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
John P. Van WagenenFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Micah Alan JohnsonFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Daniella Desiree Diaz-PartenachFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Eric Thomas BezansonFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Derek CunninghamFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Jason Robert EdwardsFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Veronica Marie SchreiverFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Joseph Patrick HanleyFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Ali PourfarFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
« Previous PageNext Page »

Showing 176 to 200 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.