Advisers on the Move TEST

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

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Marcus D. GowdyFisher InvestmentsFidelity Personal and Workplace Advisors02-05-2020
Dallin D. GarnerFisher InvestmentsFidelity Personal and Workplace Advisors01-08-2020
Coleman William BurnettFisher InvestmentsFidelity Personal and Workplace Advisors12-11-2019
Fidel A. RostranFisher InvestmentsFidelity Personal and Workplace Advisors12-11-2019
Keith P. CorbettFisher InvestmentsFidelity Personal and Workplace Advisors11-27-2019
Anthony Thomas BoutonFisher InvestmentsFidelity Personal and Workplace Advisors10-25-2019
Steven Matthew PowellFisher InvestmentsFidelity Personal and Workplace Advisors10-15-2019
Lucero Rodriguez PonceFisher InvestmentsFidelity Personal and Workplace Advisors10-15-2019
Brandon Kyler RoweFisher InvestmentsFidelity Personal and Workplace Advisors07-23-2019
Daniel B. ShuptarFisher InvestmentsFidelity Personal and Workplace Advisors07-17-2019
Peter A. SullivanFisher InvestmentsFidelity Personal and Workplace Advisors06-21-2019
Dylan Matthew HensleyFisher InvestmentsFidelity Personal and Workplace Advisors05-15-2019
Jordan C. FowlerFisher InvestmentsFidelity Personal and Workplace Advisors01-09-2019
Christian Taylor DeckerFisher InvestmentsFidelity Personal and Workplace Advisors10-16-2018

Showing 1 to 14 of 14 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.