Advisers on the Move TEST

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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Lizzu CastanedaFidelity Brokerage Services LLCMML Investors Services, LLC06-27-2019
Jonathan Michael HemmeschFidelity Brokerage Services LLCBerganKDV Wealth Management, LLC03-14-2019
Garret Jay BartelFidelity Brokerage Services LLCBCU Wealth Advisors, LLC11-30-2018
Grant M. ThayerFidelity Brokerage Services LLCMML Investors Services, LLC05-24-2017
Robert William JohnsonFidelity Brokerage Services LLCAmeriprise Financial Services, LLC01-27-2017
Michael John MoshierFidelity Brokerage Services LLCOne Life Financial Group, Inc.$5010-03-2016
Bart Nelosn BaileyFidelity Brokerage Services LLCNorthwestern Mutual Investment Services, LLC10-03-2016
Garrett Joseph BassettFidelity Brokerage Services LLCAmeriprise Financial Services, LLC08-11-2016
Bryant Cole FlickFidelity Brokerage Services LLCVanguard Marketing Corporation07-14-2016
Ryan Bruce FlatenFidelity Brokerage Services LLCAmeriprise Financial Services, LLC06-20-2016
Tyler J. PatteeFidelity Brokerage Services LLCAmeriprise Financial Services, LLC03-23-2016
Lindsey Nicole MillerFidelity Brokerage Services LLCAmeriprise Financial Services, LLC02-08-2016
Taylor David WinbushFidelity Brokerage Services LLCAXA Advisors, LLC01-22-2016
Josiah Lee QuickFidelity Brokerage Services LLCWaddell & Reed01-22-2016
Chase Matthew WietechaFidelity Brokerage Services LLCNorthwestern Mutual Investment Services, LLC01-04-2016
Garrett D. MeyerFidelity Brokerage Services LLCAmeriprise Financial Services, LLC10-13-2015
Leslie Amanda WilsonFidelity Brokerage Services LLCNorthwestern Mutual Investment Services, LLC06-03-2015
Travis James JacobsFidelity Brokerage Services LLCTransamerica Investors Securities Corporation05-04-2015
James Ray StephensonFidelity Brokerage Services LLCScottrade, Inc.03-02-2015
Ryan Michael GuentzelFidelity Brokerage Services LLCPiper Sandler & Co.10-13-2014
Ryan J. PrescherFidelity Brokerage Services LLCAmeriprise Financial Services, LLC09-17-2014
Aaron Jacob FritzFidelity Brokerage Services LLCAmeriprise Financial Services, LLC04-16-2014
Brian Edwin DyvigFidelity Brokerage Services LLCAmeriprise Financial Services, LLC12-17-2013
Jennifer Leigh SellwoodFidelity Brokerage Services LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated12-09-2013
Jeffrey Allan ClarkFidelity Brokerage Services LLCAmeriprise Financial Services, LLC11-18-2013
Next Page »

Showing 1 to 25 of 43 entries

Page 1 | 2

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.