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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
David Wayne MotleyVALIC Financial Advisors, Inc.T. Rowe Price Investment Services, Inc.11-01-2017
Charles Nikolaus RobinetteRaymond James Financial Services, Inc.T. Rowe Price Investment Services, Inc.$2508-14-2017
Michael Brandon WhitemanUSAA FINANCIAL PLANNING SERVICEST. Rowe Price Investment Services, Inc.03-13-2017
Nicole Meredith MotleyUSAA Financial Advisors, Inc.T. Rowe Price Investment Services, Inc.12-16-2016
Hallie LeechWells Fargo Clearing Services, LLCT. Rowe Price Investment Services, Inc.11-04-2016
Anthony David HincyUSAA Financial Advisors, Inc.T. Rowe Price Investment Services, Inc.10-18-2016
Jonathan D ShirleyUSAA Financial Advisors, Inc.T. Rowe Price Investment Services, Inc.06-09-2016
Malia Tracy TanakaUSAA Financial Advisors, Inc.T. Rowe Price Investment Services, Inc.05-20-2016
Charles Joseph KlausmeierUSAA FINANCIAL PLANNING SERVICEST. Rowe Price Investment Services, Inc.05-13-2016
Matthew Dillon BlickenderferStrategic Advisers LLCT. Rowe Price Investment Services, Inc.05-29-2015
Amy Kathleen DyessEdward JonesT. Rowe Price Investment Services, Inc.02-02-2015
Ian Robert YarberryBancWest Investment Services, Inc.T. Rowe Price Investment Services, Inc.01-09-2015
Valerie Jane JoseffyStrategic Advisers LLCT. Rowe Price Investment Services, Inc.08-08-2014
Gregory A WissingerUSAA Financial Advisors, Inc.T. Rowe Price Investment Services, Inc.07-23-2014
Brandon Patrick HughesStrategic Advisers LLCT. Rowe Price Investment Services, Inc.01-10-2014
Melissa M RupeUSAA Financial Advisors, Inc.T. Rowe Price Investment Services, Inc.11-22-2013
Andrew S Michael KesslerStrategic Advisers LLCT. Rowe Price Investment Services, Inc.11-01-2013
Matthew Lane ElsberryStrategic Advisers LLCT. Rowe Price Investment Services, Inc.10-08-2013
Anthony Clarence BlauertWells Fargo Clearing Services, LLCT. Rowe Price Investment Services, Inc.$102-04-2013
Josiah Douglas CarlsonNorthwestern Mutual Investment Services, LLCT. Rowe Price Investment Services, Inc.01-28-2013
Joshua Joseph GarfinStrategic Advisers LLCT. Rowe Price Investment Services, Inc.10-03-2012
Michelle Elizabeth DockterAmeriprise Financial Services, Inc.T. Rowe Price Investment Services, Inc.03-21-2012
Jonathan Alexander HolmesStrategic Advisers LLCT. Rowe Price Investment Services, Inc.10-11-2011
John R PolicastroChase Investment Services Corp.T. Rowe Price Investment Services, Inc.06-01-2011
Danielle Mary PlumbStrategic Advisers LLCT. Rowe Price Investment Services, Inc.04-21-2011
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Showing 1 to 25 of 28 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.

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