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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Cameron Bryce FrakerWaddell & ReedFidelity Brokerage Services LLC04-08-2015
Christopher Damien StantonU.S. Bancorp Investments, Inc.Fidelity Brokerage Services LLC10-02-2018
Christopher John SommeseMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC08-15-2017
Daniel Joseph ChaputEdward JonesFidelity Brokerage Services LLC01-14-2019
David Joseph VerwersNorthwestern Mutual Investment Services, LLCFidelity Brokerage Services LLC08-23-2017
Derek Paul SubotickiBancWest Investment Services, Inc.Fidelity Brokerage Services LLC09-14-2018
Douglas William AumontParkland Securities, LLCFidelity Brokerage Services LLC01-03-2017
Isaac Paul DaughertyMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC03-09-2016
Jason A. WoodardAllstate Financial Services, LLCFidelity Brokerage Services LLC03-18-2009
Jens C. FonnesbeckU.S. Bancorp Investments, Inc.Fidelity Brokerage Services LLC04-10-2018
Jill Lynne DitterGallacher Capital Management, LLCFidelity Brokerage Services LLC05-22-2013
John Anderson CrouterPersonal Capital Advisors CorporationFidelity Brokerage Services LLC06-26-2017
Joshua Glen SmithWells Fargo Clearing Services, LLCFidelity Brokerage Services LLC10-09-2014
Nestor M. VargasGreen Mountain PlanningFidelity Brokerage Services LLC08-09-2018
Nicholas Daniel HendersonMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC04-13-2018
Robert John EmersonMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC12-18-2017
Ryan T HulslanderU.S. Bancorp Investments, Inc.Fidelity Brokerage Services LLC07-22-2019

Showing 1 to 17 of 17 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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