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
Julian Rodrigo Soto and Santiago OcampoWells Fargo AdvisorsJefferies$40007-14-2017
Jordan Varela, Raquel ReynoldsWells Fargo AdvisorsBank of America Merrill Lynch$30007-07-2017
Paul Zambriski, Tyler PolsonWells Fargo AdvisorsBank of America Merrill Lynch$29006-30-2017
David J. AndersonWells Fargo AdvisorsBank of America Merrill Lynch$13806-29-2017
Robert StansberryWells Fargo AdvisorsStifel Nicolaus & Co.$12506-01-2017
John MillerWells Fargo AdvisorsUBS Financial Services$11906-01-2017
Mark StandringWells Fargo AdvisorsMorgan Stanley Wealth Management$6702-16-2017
Greg BowdenWells Fargo AdvisorsUBS Financial Services$5601-10-2017
Jeremy KientzWells Fargo AdvisorsEdward Jones$5601-05-2017
Tom Fautrel, Paul CarlsonWells Fargo AdvisorsMorgan Stanley Wealth Management$24312-14-2016
Dennis SurmanekWells Fargo AdvisorsBank of America Merrill Lynch$7212-07-2016
Michael RussoWells Fargo AdvisorsBank of America Merrill Lynch$12512-07-2016
Thomas Fautrel, Paul CarlsonWells Fargo AdvisorsMorgan Stanley Wealth Management$22512-01-2016
Albert BergerWells Fargo AdvisorsJ.P. Morgan Securities LLC$10111-04-2016
Michael AllenWells Fargo AdvisorsEdward Jones$10310-21-2016
Alejandro Triana, Christopher Murrle, Carlos SaitcevskyWells Fargo AdvisorsCitigroup$60009-30-2016
Michael Dechiario, Thomas Charmley, Thomas Soden, Dean Vetsikas, Stacy RobinsonWells Fargo AdvisorsMorgan Stanley Wealth Management$60009-26-2016
Gary Jameson Wells Fargo AdvisorsUBS Financial Services$8009-26-2016
Eric CownieWells Fargo AdvisorsBank of America Merrill Lynch$5009-21-2016
Sanjit Khara, James MarcusWells Fargo AdvisorsUBS Financial Services$17309-21-2016
Rajeev Dhillon, Joseph LeskoWells Fargo AdvisorsJ.P. Morgan Securities LLC$25309-21-2016
Charles MillerWells Fargo AdvisorsMorgan Stanley Wealth Management$16009-13-2016
Clifford Coury, Mark PyperWells Fargo AdvisorsMorgan Stanley Wealth Management$34309-13-2016
Brian Latz, John Cicillini, Kenneth Cariota Wells Fargo AdvisorsMorgan Stanley Wealth Management$42709-06-2016
Matt Petersen, Dwayne Michael, Michael Budd, Brian Gibson, Randy Gibson, Andy CarriganWells Fargo AdvisorsMorgan Stanley Wealth Management$58708-25-2016
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Showing 1 to 25 of 277 entries

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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.