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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Amy Kathleen DyessEdward JonesT. Rowe Price Investment Services, Inc.02-02-2015
Andrew S Michael KesslerFidelity Brokerage Services LLCT. Rowe Price Investment Services, Inc.10-25-2013
Anthony Clarence BlauertWells Fargo Clearing Services, LLCT. Rowe Price Investment Services, Inc.$102-04-2013
Anthony David HincyUSAA Financial Advisors, Inc.T. Rowe Price Investment Services, Inc.10-18-2016
Brandon M. WilliamsFinancial Action, Inc.T. Rowe Price Investment Services, Inc.07-08-2019
Brandon Patrick HughesStrategic Advisers LLCT. Rowe Price Investment Services, Inc.01-10-2014
Brent LitchfieldGWFS Equities, Inc.T. Rowe Price Investment Services, Inc.09-26-2019
Charles Joseph KlausmeierUSAA Financial Advisors, Inc.T. Rowe Price Investment Services, Inc.05-12-2016
Charles Nikolaus RobinetteRaymond James Financial Services, Inc.T. Rowe Price Investment Services, Inc.08-14-2017
Danielle Mary PlumbFidelity Brokerage Services LLCT. Rowe Price Investment Services, Inc.$5003-14-2011
David Wayne MotleyVALIC Financial Advisors, Inc.T. Rowe Price Investment Services, Inc.11-01-2017
Donald ButlerMorgan StanleyT. Rowe Price Investment Services, Inc.08-16-2018
Eugene Anton FistaniCUSO Financial Services, L.P.T. Rowe Price Investment Services, Inc.09-16-2010
Gregory A WissingerUSAA Financial Advisors, Inc.T. Rowe Price Investment Services, Inc.07-23-2014
Hallie LeechWells Fargo Clearing Services, LLCT. Rowe Price Investment Services, Inc.11-04-2016
Jason Chieh ChaoMorgan StanleyT. Rowe Price Investment Services, Inc.$1003-15-2010
John R. PolicastroChase Investment Services Corp.T. Rowe Price Investment Services, Inc.06-01-2011
Jonathan Alexander HolmesFidelity Brokerage Services LLCT. Rowe Price Investment Services, Inc.09-12-2011
Jonathan D ShirleyUSAA Financial Advisors, Inc.T. Rowe Price Investment Services, Inc.06-09-2016
Joshua Jermaine MoreauFidelity Brokerage Services LLCT. Rowe Price Investment Services, Inc.03-12-2014
Joshua Joseph GarfinFidelity Brokerage Services LLCT. Rowe Price Investment Services, Inc.09-17-2012
Josiah Douglas CarlsonNorthwestern Mutual Investment Services, LLCT. Rowe Price Investment Services, Inc.01-28-2013
Kristina Ruth MeisnerUSAA Financial Advisors, Inc.T. Rowe Price Investment Services, Inc.07-11-2014
Malia Tracy TanakaUSAA Financial Advisors, Inc.T. Rowe Price Investment Services, Inc.05-20-2016
Matthew Dillon BlickenderferFidelity Brokerage Services LLCT. Rowe Price Investment Services, Inc.05-13-2015
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Showing 1 to 25 of 40 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.