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
Eric Michael GloverFisher InvestmentsThe Retirement Guys Formula11-20-2019
Andreina Del Carmen MundarainFisher InvestmentsNorthwestern Mutual Investment Services, LLC10-21-2019
Robert J. BaggettFisher InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated10-17-2019
Ryan NowotnyFisher InvestmentsEdward Jones10-17-2019
Elliott Robert GrishamFisher InvestmentsBancWest Investment Services, Inc.10-17-2019
Kevin Leo GaffeyFisher InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated10-15-2019
Michael Roger EyermannFisher InvestmentsEdward Jones10-15-2019
Omar Nytel KempFisher InvestmentsCetera Investment Services LLC10-15-2019
Christopher Edward LeclairFisher InvestmentsRBC Capital Markets, LLC09-20-2019
Omeed ShayeghFisher InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated09-19-2019
Steven NewmanFisher InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated09-19-2019
Sean Thomas O'DalaighFisher InvestmentsJ.P. Morgan Securities LLC08-15-2019
Austin BaileyFisher InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated08-13-2019
Michael McLellanFisher InvestmentsUSAA Investment Management Company08-13-2019
Zachary Steven IsraelFisher InvestmentsThrivent Investment Management Inc.06-27-2019
Chad Michael BakerFisher InvestmentsWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)05-16-2019
Adam Robert BossertFisher InvestmentsU.S. Bancorp Investments, Inc.05-15-2019
Jeffrey Michael BowlbyFisher InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated02-06-2019
Krystle Sumner McentireFisher InvestmentsDuncan & Haley, Ltd.02-05-2019
Matthew Keith BarberFisher InvestmentsUSAA Investment Management Company01-17-2019
Jordan C. FowlerFisher InvestmentsFidelity Personal and Workplace Advisors01-09-2019
Aric Michael HarrisFisher InvestmentsPNC Investments12-14-2018
Jason Jeffry LongFisher InvestmentsCharles Schwab & Co., Inc.12-06-2018
Scott Matthew SchwitzerFisher InvestmentsLPL Financial LLC12-04-2018
AARON BERT PIMENTELFisher InvestmentsU.S. Bancorp Investments, Inc.12-04-2018
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Showing 1 to 25 of 160 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


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