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
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
Larry FowlerWells Fargo AdvisorsUBS Financial Services$13608-22-2016
Kenneth IbbetsonWells Fargo AdvisorsMorgan Stanley Wealth Management$10708-19-2016
Laurisa Anderson, Steven RemchukWells Fargo AdvisorsJPMorgan Chase & Co.$70008-19-2016
Marc AlportWells Fargo AdvisorsMorgan Stanley Wealth Management$6508-05-2016
Robert Duncan, Bradley Newman, Zachary BrevermanWells Fargo AdvisorsBank of America Merrill Lynch$40007-26-2016
Joseph M. Coffey, Stephen E. BradyWells Fargo AdvisorsDeutsche Bank$23007-18-2016
Chris Jones, Dan HoffeWells Fargo AdvisorsJPMorgan Chase & Co.$28007-04-2016
James Martin, Brad SeagravesWells Fargo AdvisorsMorgan Stanley Wealth Management$10106-24-2016
Bob Coombs, Anthony OrtizWells Fargo AdvisorsLPL Financial$17606-03-2016
John WittWells Fargo AdvisorsUBS Financial Services$10706-01-2016
Joseph Volz, William Hargrove, Anne NorrisWells Fargo AdvisorsBank of America Merrill Lynch$20505-23-2016
Bob MundellWells Fargo AdvisorsEdward Jones$16405-17-2016
Doug Lockwood, Kenneth Roberts, Robert TendlerWells Fargo AdvisorsLPL Financial$38005-04-2016
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
John Barkmeier, Claudia BarkmeierWells Fargo AdvisorsMorgan Stanley Wealth Management$15504-29-2016
Robert Gorman Wells Fargo AdvisorsBank of America Merrill Lynch$10004-29-2016
Cody CallawayWells Fargo AdvisorsEdward Jones$13204-26-2016
James Ritchie, Neil ThobaniWells Fargo AdvisorsMorgan Stanley Wealth Management$9904-21-2016
Timothy StalsbergWells Fargo AdvisorsMorgan Stanley Wealth Management$10004-08-2016
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Showing 1 to 25 of 256 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.