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Advisers on the Move

Track the latest teams of advisers and brokers who are changing firms and view recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

For production and additional details, click on adviser(s) name for full profile.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Mark Cross, Chris Caldwell, Jason NortonIntegrated Financial GroupWells Fargo Advisors$9105-12-2015
James MottelerAmeriprise FinancialWells Fargo Advisors$7105-05-2015
Brian DuelferAmeriprise FinancialWells Fargo Advisors$9705-05-2015
Peter Chapman, Michael Cardwell, Patrick Fazio, Juan E. PapadopulosRaymond JamesWells Fargo Advisors$17504-21-2015
John RojasAmeriprise FinancialWells Fargo Advisors$7004-02-2015
Matthew S. MarcolinaOppenheimerWells Fargo Advisors$7504-01-2015
James H. Pohlman, Jr.Raymond JamesWells Fargo Advisors$17504-01-2015
Matthew J. McDowellMorgan Stanley Wealth ManagementWells Fargo Advisors$5303-30-2015
Jim MottelerAmeriprise FinancialWells Fargo Advisors$8003-20-2015
Thomas CagganelloMorgan Stanley Wealth ManagementWells Fargo Advisors$14503-18-2015
Hayley HigginsStratos Wealth PartnersWells Fargo Advisors$10002-11-2015
Timothy Metcalf, Robert Pinto Stifel Nicolaus & Co.Wells Fargo Advisors$25501-22-2015
John E. Fitch, III, Marsha Werner, Pamela Appell, Penny TipswordRaymond JamesWells Fargo Advisors$11001-05-2015
Robert D. Walsh, Travis C. Jaggers Raymond JamesWells Fargo Advisors$11612-15-2014
Erwin Bry, Terry Bry, Lori FugateRaymond JamesWells Fargo Advisors$22012-12-2014
Robert L. BreenAmeriprise FinancialWells Fargo Advisors$6312-03-2014
James G. OsborneAmeriprise FinancialWells Fargo Advisors$8812-03-2014
Richard A. Gibson, Jr.Stratos Wealth PartnersWells Fargo Advisors$12011-04-2014
Todd D. WatsonRBC Wealth ManagementWells Fargo Advisors$11611-04-2014
James Fowkes, Ben PlataSteward Partners Global AdvisoryWells Fargo Advisors$20010-24-2014
Nick Mueller, Darren AmerkanianRBC Wealth ManagementWells Fargo Advisors$8009-30-2014
Tracy A. ChanMorgan Stanley Wealth ManagementWells Fargo Advisors$5009-16-2014
Antonio J.P. Morgan Securities LLCWells Fargo Advisors$009-11-2014
Samuel A. AnnittoBenjamin F. Edwards & Co.Wells Fargo Advisors$009-11-2014
Jason G. ClouseBenjamin F. Edwards & Co.Wells Fargo Advisors$009-11-2014
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Disclaimer: The moves in this database come from a number of sources: InvestmentNews and other media reports, press releases, and direct submissions that have been reviewed by InvestmentNews. Any corrections, updates or clarifications should be e-mailed directly to the IN staff.