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

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron Alan ZaunerFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Aaron Douglas FramptonFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Aaron J. StrattonFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Aaron Michael FrancisFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Adam K. AbrahamFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Adam M. IngramFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Adam Michael ThorntonFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Adam Rolfe JensenFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Adam Ryan McDonaldFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Adam T. WilsonFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Adam Tanner ClarkFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Alan Murray DullFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Alan Robert KayFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Alex G. LoveFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Alexander Boardman GetsingerFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Alexander Nicholas CachesFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Alexander S. GreenFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Alexandra Dieu TranFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Ali PourfarFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Alicia Lynn FitzsimmonsFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Allyson LyleFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Alvydas Juozaf KnasasFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Amanda J. HowardFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Amaris Lynn BealFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Amber N. McCormickFidelity Personal and Workplace AdvisorsStrategic Advisers LLC07-13-2018
Next Page »

Showing 1 to 25 of 473 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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