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
Larry FowlerWells Fargo AdvisorsUBS Financial Services$13608-22-2016
Robert Duncan, Bradley Newman, Zachary BrevermanWells Fargo AdvisorsBank of America Merrill Lynch$40007-26-2016
Joseph Volz, William Hargrove, Anne NorrisWells Fargo AdvisorsBank of America Merrill Lynch$20505-23-2016
Salvatore Pitti, Matthew PittiWells Fargo AdvisorsMorgan Stanley Wealth Management$20005-03-2016
John Pasacreta, Jordan Samelson, John Rotando, Nancy Meade, Sandra Kapfer Wells Fargo AdvisorsMorgan Stanley Wealth Management$24505-02-2016
William Browne, Marc Zupicich Wells Fargo AdvisorsMorgan Stanley Wealth Management$35005-02-2016
Robert Gorman Wells Fargo AdvisorsBank of America Merrill Lynch$10004-29-2016
Jim MurrayWells Fargo AdvisorsU.S. Trust Bank of America Private Wealth Management$66303-18-2016
Jason Holyszko, David Snider, Russell Wittkopp, Tammy MentelWells Fargo AdvisorsBank of America Merrill Lynch$16502-25-2016
Ron Medaris, Chris GerrishWells Fargo AdvisorsUBS Financial Services$002-25-2016
John McCauleyWells Fargo AdvisorsDeutsche Bank$002-25-2016
Noel Culberson, Kristy TochiharaWells Fargo AdvisorsMorgan Stanley Wealth Management$18602-18-2016
Shahab MoradianWells Fargo AdvisorsMorgan Stanley Wealth Management$5002-18-2016
Steven CollinsWells Fargo AdvisorsRaymond James$13202-18-2016
Geoffrey GatlinWells Fargo AdvisorsRaymond James$16902-18-2016
Thomas BraleyWells Fargo AdvisorsBank of America Merrill Lynch$9502-18-2016
Brian J. TerryWells Fargo AdvisorsUBS Financial Services$11509-24-2015
Ronald Perry, John Perry, Robin JohnsonWells Fargo AdvisorsMorgan Stanley Wealth Management$30009-11-2015
Christopher HillWells Fargo AdvisorsJPMorgan Chase & Co.$2,00009-03-2015
Jonathan Schlackman, Alan Weintraub, Joshua ZamatWells Fargo AdvisorsMorgan Stanley Wealth Management$70008-26-2015
Jane Drew, Katherine DrewWells Fargo AdvisorsBank of America Merrill Lynch$27808-07-2015
Timothy Pester Wells Fargo AdvisorsKey Private Bank$10008-07-2015
Nick BorgfeldtWells Fargo AdvisorsMorgan Stanley Wealth Management$17607-17-2015
Doug WaltersWells Fargo AdvisorsJanney Montgomery Scott$20207-02-2015
Charles Guilbault Wells Fargo AdvisorsBank of America Merrill Lynch$10007-02-2015
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Showing 1 to 25 of 238 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.