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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Geoffrey Adam FlandersMerrill Lynch, Pierce, Fenner & Smith IncorporatedT. Rowe Price Investment Services, Inc.12-19-2018
Kevin Lee ClarkMerrill Lynch, Pierce, Fenner & Smith IncorporatedT. Rowe Price Investment Services, Inc.10-31-2018
Ryan Christopher GiltenanMerrill Lynch, Pierce, Fenner & Smith IncorporatedT. Rowe Price Investment Services, Inc.06-12-2018
Elis PerovicMerrill Lynch, Pierce, Fenner & Smith IncorporatedT. Rowe Price Investment Services, Inc.03-15-2018
Robert Heiskell Hill IIIMerrill Lynch, Pierce, Fenner & Smith IncorporatedT. Rowe Price Investment Services, Inc.11-20-2017
Charles Daniel FullerTD Ameritrade Investment Management, LLCT. Rowe Price Investment Services, Inc.11-09-2017
Micah Stephen ReeseKestra Investment Services, LLCT. Rowe Price Investment Services, Inc.06-30-2017
Steven Michael JamesPKS Investment Advisors LLCT. Rowe Price Investment Services, Inc.01-10-2017
Michael Vincent ButtaEdward JonesT. Rowe Price Investment Services, Inc.06-06-2016
Charles Timothy CummingsSunTrust Investment Services, Inc.T. Rowe Price Investment Services, Inc.05-26-2016
William Antwann HillMerrill Lynch, Pierce, Fenner & Smith IncorporatedT. Rowe Price Investment Services, Inc.05-17-2016
Bradley Dale SchramekTD Ameritrade Investment Management, LLCT. Rowe Price Investment Services, Inc.03-23-2016
Andrew Roger Brooks Jr.Merrill Lynch, Pierce, Fenner & Smith IncorporatedT. Rowe Price Investment Services, Inc.02-08-2016
Megan Eileen McdermottMerrill Lynch, Pierce, Fenner & Smith IncorporatedT. Rowe Price Investment Services, Inc.02-04-2016
Joshua Aaron FloamMerrill Lynch, Pierce, Fenner & Smith IncorporatedT. Rowe Price Investment Services, Inc.02-03-2016
Mark Andrew MisuliaMerrill Lynch, Pierce, Fenner & Smith IncorporatedT. Rowe Price Investment Services, Inc.02-03-2016
Eric Joseph EdwardsM&T Securities, Inc.T. Rowe Price Investment Services, Inc.01-29-2016
Thomas Martin BlackMorgan StanleyT. Rowe Price Investment Services, Inc.01-26-2016
Jillian Christine OlsonRBC Capital Markets, LLCT. Rowe Price Investment Services, Inc.09-21-2015
Kevin Patrick CothermanMerrill Lynch, Pierce, Fenner & Smith IncorporatedT. Rowe Price Investment Services, Inc.08-19-2015
Shaun Michael WeberMerrill Lynch, Pierce, Fenner & Smith IncorporatedT. Rowe Price Investment Services, Inc.06-19-2015
Ian Michael FrankTD Ameritrade Investment Management, LLCT. Rowe Price Investment Services, Inc.05-04-2015
Jacob L SturgillLPL Financial LLCT. Rowe Price Investment Services, Inc.$15001-20-2015
Hugh Joseph OhernStrategic Advisers LLCT. Rowe Price Investment Services, Inc.01-15-2015
Michele Patricia HartmanCommonwealth Financial NetworkT. Rowe Price Investment Services, Inc.01-05-2015
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Showing 1 to 25 of 38 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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