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
Taylor Blaine PlummerThrivent Investment Management Inc.T. Rowe Price Investment Services, Inc.02-01-2019
Robert James LuckelJ.P. Morgan Securities LLCT. Rowe Price Investment Services, Inc.01-17-2019
Donald ButlerMorgan StanleyT. Rowe Price Investment Services, Inc.08-16-2018
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.$25008-14-2017
Michael Brandon WhitemanUSAA Financial Advisors, Inc.T. Rowe Price Investment Services, Inc.12-23-2016
Nicole Meredith MotleyUSAA Financial Advisors, Inc.T. Rowe Price Investment Services, Inc.12-16-2016
Hallie MosleyWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)T. 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 Advisors, Inc.T. Rowe Price Investment Services, Inc.05-12-2016
Amy Kathleen DyessEdward JonesT. Rowe Price Investment Services, Inc.02-02-2015
Gregory A WissingerUSAA Financial Advisors, Inc.T. Rowe Price Investment Services, Inc.07-23-2014
Kristina Ruth MeisnerUSAA Financial Advisors, Inc.T. Rowe Price Investment Services, Inc.07-11-2014
Melissa M RupeUSAA Financial Advisors, Inc.T. Rowe Price Investment Services, Inc.11-22-2013
Timothy Scott BeckerUSAA Financial Advisors, Inc.T. Rowe Price Investment Services, Inc.$25007-17-2013
Anthony Clarence BlauertWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)T. Rowe Price Investment Services, Inc.$50002-04-2013
Josiah Douglas CarlsonNorthwestern Mutual Investment Services, LLCT. Rowe Price Investment Services, Inc.01-28-2013
Michelle Elizabeth DockterAmeriprise Financial Services, Inc.T. Rowe Price Investment Services, Inc.03-21-2012
John R PolicastroChase Investment Services Corp.T. Rowe Price Investment Services, Inc.06-01-2011
Nathan Matthew ArchuletaCommonwealth Financial NetworkT. Rowe Price Investment Services, Inc.03-30-2011
William Scott MartinMorgan StanleyT. Rowe Price Investment Services, Inc.$25003-21-2011
Eugene Anton FistaniCUSO Financial Services, L.P.T. Rowe Price Investment Services, Inc.$10009-16-2010
Jason Chieh ChaoMorgan StanleyT. Rowe Price Investment Services, Inc.$10003-15-2010

Showing 1 to 25 of 25 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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