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.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Sean FranklinMerrill Lynch, Pierce, Fenner & Smith IncorporatedT. Rowe Price Investment Services, Inc.08-12-2020
Kimberly Grace MamarilCIC Wealth, LLCT. Rowe Price Investment Services, Inc.11-02-2019
Luke Alexander ChenowithCharles Schwab & Co., Inc.T. Rowe Price Investment Services, Inc.06-17-2019
Logan Kristopher SimeringTD Ameritrade Investment Management, LLCT. Rowe Price Investment Services, Inc.06-12-2019
Steven Alexander RiceRBC Capital Markets, LLCT. Rowe Price Investment Services, Inc.02-12-2019
Geoffrey Adam FlandersMerrill Lynch, Pierce, Fenner & Smith IncorporatedT. Rowe Price Investment Services, Inc.12-19-2018
Kevin Lee ClarkMerrill Lynch, Pierce, Fenner & Smith IncorporatedT. Rowe Price Investment Services, Inc.10-31-2018
Joseph Brian MondellRaymond James & Associates, Inc.T. Rowe Price Investment Services, Inc.$5009-04-2018
Andrew Michael WidmannCommonwealth Financial NetworkT. Rowe Price Investment Services, Inc.08-23-2018
Andrew Joseph BrownMerrill Lynch, Pierce, Fenner & Smith IncorporatedT. Rowe Price Investment Services, Inc.08-01-2018
Jennifer RadmanFidelity Brokerage Services LLCT. Rowe Price Investment Services, Inc.07-06-2018
Ryan C. GiltenanMerrill Lynch, Pierce, Fenner & Smith IncorporatedT. Rowe Price Investment Services, Inc.06-12-2018
Elis PerovicMerrill Lynch, Pierce, Fenner & Smith IncorporatedT. Rowe Price Investment Services, Inc.03-15-2018
Gaurika SoodMerrill Lynch, Pierce, Fenner & Smith IncorporatedT. Rowe Price Investment Services, Inc.03-15-2018
Charles Lawrence PizzilloMorgan StanleyT. Rowe Price Investment Services, Inc.02-14-2018
Robert Heiskell Hill IIIMerrill Lynch, Pierce, Fenner & Smith IncorporatedT. Rowe Price Investment Services, Inc.11-20-2017
Charles Daniel FullerTD Ameritrade Investment Management, LLCT. Rowe Price Investment Services, Inc.11-09-2017
Sean Patrick McDonaldMerrill Lynch, Pierce, Fenner & Smith IncorporatedT. Rowe Price Investment Services, Inc.10-23-2017
Brandon M Phillip-CheeksMerrill Lynch, Pierce, Fenner & Smith IncorporatedT. Rowe Price Investment Services, Inc.10-11-2017
Micah Stephen ReeseKestra Investment Services, LLCT. Rowe Price Investment Services, Inc.06-30-2017
Gary Michael Stevens IIMerrill Lynch, Pierce, Fenner & Smith IncorporatedT. Rowe Price Investment Services, Inc.01-31-2017
Steven M. JamesPKS Investment Advisors LLCT. Rowe Price Investment Services, Inc.01-10-2017
Michael Vincent ButtaEdward JonesT. Rowe Price Investment Services, Inc.06-06-2016
Charles Timothy CummingsSunTrust Investment Services, Inc.T. Rowe Price Investment Services, Inc.$2505-26-2016
William Antwann HillMerrill Lynch, Pierce, Fenner & Smith IncorporatedT. Rowe Price Investment Services, Inc.05-17-2016
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Showing 1 to 25 of 56 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.