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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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Melissa R LesterRobinhood Financial, LLCFidelity Brokerage Services LLC08-13-2020
Brian Eric DennyRobinhood Financial, LLCFidelity Brokerage Services LLC08-06-2020
Amanda Rae EntersRobinhood Financial, LLCFidelity Brokerage Services LLC08-06-2020
Brett Richard PolzinEquitable Advisors, LLCFidelity Brokerage Services LLC07-31-2020
Jacob Samuel WondolowskiRobinhood Financial, LLCFidelity Brokerage Services LLC03-17-2020
Kelly Ann ErskineCharles Schwab & Co., Inc.Fidelity Brokerage Services LLC03-02-2020
Elliott Nelson WellsRobinhood Financial, LLCFidelity Brokerage Services LLC01-10-2020
Kurt Alan BeerlineMML Investors Services, LLCFidelity Brokerage Services LLC01-10-2020
David George FellowsBe Smart About Your Money LLCFidelity Brokerage Services LLC12-20-2019
Colin McGlynnMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC11-15-2019
Marc Edward MacalusoCharles Schwab & Co., Inc.Fidelity Brokerage Services LLC06-08-2019
Richard Brian ParksCharles Schwab & Co., Inc.Fidelity Brokerage Services LLC01-31-2019
David Herbert Grant IIIGWFS Equities, Inc.Fidelity Brokerage Services LLC11-13-2018
Eric Ryan SchneiderThrivent Investment Management Inc.Fidelity Brokerage Services LLC10-22-2018
David Lee AmiotCommonwealth Financial NetworkFidelity Brokerage Services LLC04-13-2018
James Robert EverettGWFS Equities, Inc.Fidelity Brokerage Services LLC11-21-2017
Mark Allan JohnsonCharles Schwab & Co., Inc.Fidelity Brokerage Services LLC11-17-2017
Joel Michael SchwartzAmeriprise Financial Services, LLCFidelity Brokerage Services LLC09-20-2017
Andrew Harrison BartonCharles Schwab & Co., Inc.Fidelity Brokerage Services LLC08-21-2017
Mingmar SherpaCetera Advisors LLCFidelity Brokerage Services LLC08-09-2017
Thomas Emerson BevingtonCharles Schwab & Co., Inc.Fidelity Brokerage Services LLC07-19-2017
Megan Lynne PapadatosCharles Schwab & Co., Inc.Fidelity Brokerage Services LLC06-29-2017
Devin Douglas BeboutJ.P. Morgan Securities LLCFidelity Brokerage Services LLC12-22-2016
Stefanie Nicole StrotherWells Fargo Clearing Services, LLCFidelity Brokerage Services LLC07-25-2016
Cameron Bryce FrakerWaddell & ReedFidelity Brokerage Services LLC04-08-2015
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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.