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.

¬ęConsidering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Dennis HallWells Fargo AdvisorsBank of America Merrill Lynch$20001-24-2018
Lin EdwardsWells Fargo AdvisorsBank of America Merrill Lynch$13012-08-2017
Michael MuehlWells Fargo AdvisorsMorgan Stanley Wealth Management$18010-11-2017
Bernard SuissaWells Fargo AdvisorsMorgan Stanley Wealth Management$19310-11-2017
Miguel Monnichmeyer, Oscar GonzalezWells Fargo AdvisorsHSBC Private Bank$80009-18-2017
Scott BowmanWells Fargo AdvisorsUBS Financial Services$7209-13-2017
Giuseppe GigliottiWells Fargo AdvisorsCapital One$10009-05-2017
Todd KrempaskyWells Fargo AdvisorsRBC Wealth Management$11208-24-2017
Troy HartmanWells Fargo AdvisorsEdward Jones$9208-11-2017
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
Thayer PotterWells Fargo AdvisorsJanney Montgomery Scott$20706-16-2017
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
Michael RussoWells Fargo AdvisorsBank of America Merrill Lynch$12512-07-2016
Dennis SurmanekWells Fargo AdvisorsBank of America Merrill Lynch$7212-07-2016
Thomas Fautrel, Paul CarlsonWells Fargo AdvisorsMorgan Stanley Wealth Management$22512-01-2016
Albert BergerWells Fargo AdvisorsJPMorgan Chase & Co.$10111-04-2016
Michael AllenWells Fargo AdvisorsEdward Jones$10310-21-2016
Next Page »

Showing 1 to 25 of 297 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.


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