Advisers on the Move

Never miss a move. The industry's only comprehensive database of financial advisers and brokers changing firms. View over a decade of recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

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

Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aladin Moreno BacolodanWells Fargo Clearing Services, LLCAmeriprise Financial Services, Inc.09-22-2009
Kevin Michael WallWells Fargo Clearing Services, LLCAmeriprise Financial Services, Inc.04-19-2010
James Emory KeysWells Fargo Clearing Services, LLCAmeriprise Financial Services, Inc.10-18-2010
Terrence Michael MedleyWells Fargo Clearing Services, LLCAmeriprise Financial Services, Inc.$15011-08-2010
Michael James MurphyWells Fargo Clearing Services, LLCAmeriprise Financial Services, Inc.11-22-2010
Jonathan Jordan LloydWells Fargo Clearing Services, LLCAmeriprise Financial Services, Inc.07-15-2011
Joshua Todd HillmanWells Fargo Clearing Services, LLCAmeriprise Financial Services, Inc.$2509-27-2012
Jamie Irving MattioliWells Fargo Clearing Services, LLCAmeriprise Financial Services, Inc.11-07-2012
Brian Nathaniel FosterWells Fargo Clearing Services, LLCAmeriprise Financial Services, Inc.11-16-2012
Gurminder Kaur MultaniWells Fargo Clearing Services, LLCAmeriprise Financial Services, Inc.04-11-2013
Kennon Wayne WeaverWells Fargo Clearing Services, LLCAmeriprise Financial Services, Inc.08-21-2013
Shannon Tara RyanWells Fargo Clearing Services, LLCAmeriprise Financial Services, Inc.$5010-21-2013
Daniel Allen SturgesWells Fargo Clearing Services, LLCAmeriprise Financial Services, Inc.$5002-07-2014
Elizabeth Marie MorenoWells Fargo Clearing Services, LLCAmeriprise Financial Services, Inc.05-16-2014
Roger Bruce RileyWells Fargo Clearing Services, LLCAmeriprise Financial Services, Inc.06-05-2014
Brian Anthony TownleyWells Fargo Clearing Services, LLCAmeriprise Financial Services, Inc.$10008-22-2014
Zelda K. BensonWells Fargo Clearing Services, LLCAmeriprise Financial Services, Inc.$5010-16-2014
Frank Paul LeslieWells Fargo Clearing Services, LLCAmeriprise Financial Services, Inc.$1010-17-2014
Peter Timothy DanilaitisWells Fargo Clearing Services, LLCAmeriprise Financial Services, Inc.10-17-2014
Kurt Willard PetersonWells Fargo Clearing Services, LLCAmeriprise Financial Services, Inc.10-17-2014
Irena RadziszewskiWells Fargo Clearing Services, LLCAmeriprise Financial Services, Inc.12-04-2014
Dakota Dominic SunseriWells Fargo Clearing Services, LLCAmeriprise Financial Services, Inc.$5001-22-2015
Gregory Marvene MorseWells Fargo Clearing Services, LLCAmeriprise Financial Services, Inc.$1001-22-2015
Justin Joseph LotanoWells Fargo Clearing Services, LLCAmeriprise Financial Services, Inc.$1002-06-2015
Aris George BofilesWells Fargo Clearing Services, LLCAmeriprise Financial Services, Inc.$2503-13-2015
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Showing 1 to 25 of 73 entries

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Disclaimer & Methodology: The InvestmentNews Advisers on the Move database is designed to capture all recruiting activity of retail financial advisers/teams of advisers as they move from one firm to another. The activity recorded within the database comes from a number of sources, including InvestmentNews and other media reports; press releases; direct submissions that have been reviewed by InvestmentNews; and regulatory filings. To qualify as a move, no more than 60 days can have elapsed between the date an adviser/team leaves one firm and the date they join another. Any adviser registration changes that came as a result of merger & acquisition activity are not recorded as moves in the database. Finally, please note that all AUM data is user-submitted and is not audited by InvestmentNews or any regulatory agency. When AUM data is unavailable, a “ — “ is listed in the record’s AUM field entry. All data and information is the property of InvestmentNews LLC and is protected by copyright and other intellectual property laws. All rights are reserved by InvestmentNews LLC. Data may only be viewed on InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.

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