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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Adam Christopher KirbyWells Fargo Advisors Financial Network, LLCMorgan Stanley10-10-2014
Alan Bradley GuenzelWells Fargo Advisors Financial Network, LLCMorgan Stanley$10006-14-2012
Alexander Karl TrevesWells Fargo Advisors Financial Network, LLCMorgan Stanley$5005-01-2018
Alexandra Eran DasilvaWells Fargo Advisors Financial Network, LLCMorgan Stanley10-28-2016
Amanda Arcilesi SimmonsWells Fargo Advisors Financial Network, LLCMorgan Stanley08-23-2012
Amela CulovWells Fargo Advisors Financial Network, LLCMorgan Stanley$5005-10-2018
Amy Ann HiettWells Fargo Advisors Financial Network, LLCMorgan Stanley$5007-15-2009
Andrew Oreilly CarriganWells Fargo Advisors Financial Network, LLCMorgan Stanley08-19-2016
Andrew V VillafrancaWells Fargo Advisors Financial Network, LLCMorgan Stanley10-15-2018
Anne Elisabeth SpaineWells Fargo Advisors Financial Network, LLCMorgan Stanley$15007-15-2011
Anthony Joseph CipollaWells Fargo Advisors Financial Network, LLCMorgan Stanley$15010-23-2018
Arthur Louis TroutWells Fargo Advisors Financial Network, LLCMorgan Stanley$5012-12-2014
Barbara Alice Hacke ReschWells Fargo Advisors Financial Network, LLCMorgan Stanley$15005-02-2014
Benjamin P WrightWells Fargo Advisors Financial Network, LLCMorgan Stanley04-19-2013
Bradley D SeagravesWells Fargo Advisors Financial Network, LLCMorgan Stanley06-24-2016
Brandon James BlairWells Fargo Advisors Financial Network, LLCMorgan Stanley$5005-02-2014
Brandon Jay AbbeWells Fargo Advisors Financial Network, LLCMorgan Stanley$5005-16-2014
Brendan Louis FoleyWells Fargo Advisors Financial Network, LLCMorgan Stanley$15008-19-2009
Brent Kevin WilliamsWells Fargo Advisors Financial Network, LLCMorgan Stanley$4909-30-2016
Brian Adam ZeidWells Fargo Advisors Financial Network, LLCMorgan Stanley$3008-18-2016
Brian Douglas StewartWells Fargo Advisors Financial Network, LLCMorgan Stanley$10007-26-2013
Brian Randall GibsonWells Fargo Advisors Financial Network, LLCMorgan Stanley08-19-2016
Brian Thomas CollardWells Fargo Advisors Financial Network, LLCMorgan Stanley$15008-23-2012
Bruce Scott WilsonWells Fargo Advisors Financial Network, LLCMorgan Stanley$10011-09-2012
Bryan James PieperWells Fargo Advisors Financial Network, LLCMorgan Stanley$5011-09-2012
Next Page »

Showing 1 to 25 of 222 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9

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.