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

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Edward WilsonWells Fargo AdvisorsJPMorgan Chase & Co.$16706-23-2010
John Bueno, John Raetz, Noah RobinsonWells Fargo AdvisorsJPMorgan Chase & Co.$1,50005-29-2014
Mike Reed, Zach Gates, Eli StraitWells Fargo AdvisorsJPMorgan Chase & Co.$97211-03-2014
Christopher HillWells Fargo AdvisorsJPMorgan Chase & Co.$2,00009-03-2015
Chris Jones, Dan HoffeWells Fargo AdvisorsJPMorgan Chase & Co.$28007-04-2016
Laurisa Anderson, Steven RemchukWells Fargo AdvisorsJPMorgan Chase & Co.$70008-19-2016
Rajeev Dhillon, Joseph LeskoWells Fargo AdvisorsJPMorgan Chase & Co.$25309-21-2016
Albert BergerWells Fargo AdvisorsJPMorgan Chase & Co.$10111-04-2016
Dathan LumpkinsWells Fargo AdvisorsJPMorgan Chase & Co.$11101-12-2018

Showing 1 to 9 of 9 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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