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.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Treva Lue BlackWells Fargo Advisors Financial Network, LLCMorgan Stanley$10007-24-2009
David Stanley RocheWells Fargo Advisors Financial Network, LLCMorgan Stanley$10007-24-2009
Marc Anthony TraversoWells Fargo Advisors Financial Network, LLCMorgan Stanley$15010-23-2009
Timothy Allen ChambersWells Fargo Advisors Financial Network, LLCMorgan Stanley$25010-23-2009
Eric Todd MoffittWells Fargo Advisors Financial Network, LLCMorgan Stanley$25003-25-2010
Scott Philbrick BowhayWells Fargo Advisors Financial Network, LLCMorgan Stanley$10003-29-2010
Marc Jay FrankelWells Fargo Advisors Financial Network, LLCMorgan Stanley05-28-2010
Dominic Louis GrecoWells Fargo Advisors Financial Network, LLCMorgan Stanley$25008-12-2010
Garrick Philip UpdegraphWells Fargo Advisors Financial Network, LLCMorgan Stanley$50004-27-2011
Rosalyn Pasco WeiheWells Fargo Advisors Financial Network, LLCMorgan Stanley$10005-03-2011
Jason Robert ArtofWells Fargo Advisors Financial Network, LLCMorgan Stanley$10005-03-2011
Paul Edward ArtofWells Fargo Advisors Financial Network, LLCMorgan Stanley$15005-03-2011
Richard Alan Stonely Jr.Wells Fargo Advisors Financial Network, LLCMorgan Stanley$15005-06-2011
Joel Thomas ChitieaWells Fargo Advisors Financial Network, LLCMorgan Stanley$15005-06-2011
Kevin James SalvesonWells Fargo Advisors Financial Network, LLCMorgan Stanley07-06-2012
Brian Douglas StewartWells Fargo Advisors Financial Network, LLCMorgan Stanley$15007-26-2013
Johanna Alexandria TomanWells Fargo Advisors Financial Network, LLCMorgan Stanley$10008-23-2013
John Philip Toman Jr.Wells Fargo Advisors Financial Network, LLCMorgan Stanley$15008-23-2013
Daniel Michael RacicotWells Fargo Advisors Financial Network, LLCMorgan Stanley$10010-11-2013
Perry Higginson Bacon Jr.Wells Fargo Advisors Financial Network, LLCMorgan Stanley$25010-11-2013
Kevin Michael FurlongWells Fargo Advisors Financial Network, LLCMorgan Stanley$10011-08-2013
Sean Nezar AliWells Fargo Advisors Financial Network, LLCMorgan Stanley$50012-20-2013
Michael Dale BeauchampWells Fargo Advisors Financial Network, LLCMorgan Stanley$15005-23-2014
Robert Casey FryeWells Fargo Advisors Financial Network, LLCMorgan Stanley$15008-24-2015
Jerod Andrew WurmWells Fargo Advisors Financial Network, LLCMorgan Stanley$50008-24-2015
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Showing 1 to 25 of 42 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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