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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Robert M. KinsellaMorgan StanleyFidelity Personal and Workplace Advisors10-11-2018
Christian Taylor DeckerFisher InvestmentsFidelity Personal and Workplace Advisors10-16-2018
Nicholas James McBrideJ.P. Morgan Securities LLCFidelity Personal and Workplace Advisors10-17-2018
Dominic John CollettiPolaris Greystone Financial Group, LLCFidelity Personal and Workplace Advisors10-18-2018
Mindy L. CleavelandModera Wealth Management, LLCFidelity Personal and Workplace Advisors10-24-2018
Bernard Jun TongCharles Schwab & Co., Inc.Fidelity Personal and Workplace Advisors10-30-2018
Jennifer Rachel PasterczykLPL Financial LLCFidelity Personal and Workplace Advisors$2510-30-2018
William Evans ShafrothNelson, Van Denburg & Campbell Wealth Management Group, LLCFidelity Personal and Workplace Advisors10-31-2018
Colton Austin JensenDFPG Investments, LLCFidelity Personal and Workplace Advisors11-02-2018
Jeffrey Thomas DayCharles Schwab & Co., Inc.Fidelity Personal and Workplace Advisors11-05-2018
Rajbir S. CheemaNeuberger Berman BD LLCFidelity Personal and Workplace Advisors11-06-2018
Emilie Rachelle GirouxCharles Schwab & Co., Inc.Fidelity Personal and Workplace Advisors11-08-2018
Robert Charles KeatingSecurities America, Inc.Fidelity Personal and Workplace Advisors11-08-2018
Alexander Louis CrawfordEdward JonesFidelity Personal and Workplace Advisors11-12-2018
Alex W. HelmsNorthwestern Mutual Investment Services, LLCFidelity Personal and Workplace Advisors11-14-2018
Michael Anthony TaborskiMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Personal and Workplace Advisors11-14-2018
Marta E. JankowskiTIAA-CREF Individual & Institutional Services, LLCFidelity Personal and Workplace Advisors11-27-2018
Ryan K. MurrayTD Ameritrade Investment Management, LLCFidelity Personal and Workplace Advisors11-28-2018
Joshua Robert GrotheerEdward JonesFidelity Personal and Workplace Advisors11-30-2018
James John BuriMorgan StanleyFidelity Personal and Workplace Advisors$5011-30-2018
Jaclyn Lee SchmidtCharles Schwab & Co., Inc.Fidelity Personal and Workplace Advisors12-04-2018
Dustin Tyler HatcherCharles Schwab & Co., Inc.Fidelity Personal and Workplace Advisors12-11-2018
Landon Allen MarxLPL Financial LLCFidelity Personal and Workplace Advisors12-11-2018
James E. LoveCWA Asset Management GroupFidelity Personal and Workplace Advisors12-11-2018
Alexey Igorivich Caswell-YatsenkoRHS Financial, LLCFidelity Personal and Workplace Advisors12-12-2018
Next Page »

Showing 1 to 25 of 36 entries

Page 1 | 2

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.