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
Alec L. MouringFidelity Brokerage Services LLCAXA Advisors, LLC04-28-2017
Amanda Jernigan EbleyFidelity Brokerage Services LLCPNC Investments05-12-2014
Athena Cristina YostFidelity Brokerage Services LLCBlackRock Investments, LLC$109-15-2015
Blake E. CorriganFidelity Brokerage Services LLCT. Rowe Price Investment Services, Inc.01-03-2012
Brant Melvin WatsonFidelity Brokerage Services LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$5002-27-2014
Chester Hopes Wortham IIIFidelity Brokerage Services LLCMetLife Securities Inc.06-04-2013
Cindy Shukman ChukFidelity Brokerage Services LLCPruco Securities, LLC.03-04-2020
Connor Taft WhitcombFidelity Brokerage Services LLCFarr Miller & Washington LLC10-14-2015
Craig Edward RauserFidelity Brokerage Services LLCT. Rowe Price Investment Services, Inc.07-02-2012
Cynthia Ann HaynesFidelity Brokerage Services LLCT. Rowe Price Investment Services, Inc.07-11-2011
Daniel WittigFidelity Brokerage Services LLCWells Fargo Advisors Financial Network, LLC03-11-2013
David Joseph NotarangeloFidelity Brokerage Services LLCT. Rowe Price Advisory Services, Inc.07-13-2011
David Thomas KellyFidelity Brokerage Services LLCT. Rowe Price Investment Services, Inc.01-24-2012
Dwight M. DavisFidelity Brokerage Services LLCNationwide Securities, LLC05-24-2013
Fred C. Hill IIIFidelity Brokerage Services LLCMorgan Stanley12-14-2015
Gregory Kent MayFidelity Brokerage Services LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated02-16-2016
Hugh Joseph OhernFidelity Brokerage Services LLCT. Rowe Price Investment Services, Inc.01-14-2015
Jacob Thomas MillerFidelity Brokerage Services LLCNorthwestern Mutual Investment Services, LLC08-27-2019
Jennifer RadmanFidelity Brokerage Services LLCT. Rowe Price Investment Services, Inc.07-06-2018
Jonathan McAllisterFidelity Brokerage Services LLCT. Rowe Price Investment Services, Inc.02-26-2010
Jordan G. HydeFidelity Brokerage Services LLCMorgan Stanley04-03-2014
Justin Clark MuhlFidelity Brokerage Services LLCT. Rowe Price Investment Services, Inc.01-03-2011
Lauren Elizabeth Imperiosi MargettsFidelity Brokerage Services LLCPrincipal Securities, Inc.08-31-2018
Mark M. PrestonFidelity Brokerage Services LLCVoya Financial Advisors, Inc.10-03-2013
Matthew J. WillifordFidelity Brokerage Services LLCVanguard Marketing Corporation08-17-2010
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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.