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
Adam Peter LisowskyLPL Financial LLCFidelity Brokerage Services LLC07-03-2017
Brad Paul SchuelerCassady Schiller Wealth Management, LLCFidelity Brokerage Services LLC01-31-2017
Bryan D. MeilingerLPL Financial LLCFidelity Brokerage Services LLC07-16-2018
Byron David VainribPNC InvestmentsFidelity Brokerage Services LLC07-11-2016
Chase J. HarknessRaymond James & Associates, Inc.Fidelity Brokerage Services LLC02-06-2012
Chris Robin KlemanRaymond James Financial Services, Inc.Fidelity Brokerage Services LLC12-02-2016
Corey R. FogelAXA Advisors, LLCFidelity Brokerage Services LLC03-12-2018
David Clements ParkerFifth Third Securities, Inc.Fidelity Brokerage Services LLC12-08-2017
Dustin M ParksNorthwestern Mutual Investment Services, LLCFidelity Brokerage Services LLC05-26-2016
Elizabeth M. GirbertNorthwestern Mutual Investment Services, LLCFidelity Brokerage Services LLC05-21-2009
Gaven A SmithFifth Third Securities, Inc.Fidelity Brokerage Services LLC12-08-2009
Greg Michael RybarczykTD Ameritrade Investment Management, LLCFidelity Brokerage Services LLC01-11-2019
James Frederick LovePNC InvestmentsFidelity Brokerage Services LLC05-15-2014
Jeremy Lee RamseyMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC01-07-2019
John David StanovichTD Ameritrade Investment Management, LLCFidelity Brokerage Services LLC05-19-2016
John Robert BovardMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC10-28-2016
John Robinson PaytonMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC06-16-2017
Joseph Michael CanditoWells Fargo Clearing Services, LLCFidelity Brokerage Services LLC08-14-2018
Justin D BlackFifth Third Securities, Inc.Fidelity Brokerage Services LLC$5011-30-2017
Kyalo P. MuthianiU.S. Bancorp Investments, Inc.Fidelity Brokerage Services LLC07-29-2019
Kyle A. KursimARGI Investment Services, LLCFidelity Brokerage Services LLC01-22-2018
Kyle Joseph RolfesUBS Financial Services Inc.Fidelity Brokerage Services LLC06-03-2015
Leonard Daniel NeeleyTD Ameritrade Investment Management, LLCFidelity Brokerage Services LLC06-18-2019
Michael David BrutonPNC InvestmentsFidelity Brokerage Services LLC10-03-2013
Michael Patrick KingFifth Third Securities, Inc.Fidelity Brokerage Services LLC03-04-2013
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Showing 1 to 25 of 35 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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