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.

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Eric G. Johnson, Brooks CollinsWells Fargo AdvisorsMorgan Stanley Wealth Management02-15-2019
Jeffrey OckwoodWells Fargo AdvisorsMorgan Stanley Wealth Management$20007-20-2018
Emir Culov, Amela Culov, Matthew Richards Wells Fargo AdvisorsMorgan Stanley Wealth Management$23005-10-2018
Bernard SuissaWells Fargo AdvisorsMorgan Stanley Wealth Management$19310-11-2017
Michael MuehlWells Fargo AdvisorsMorgan Stanley Wealth Management$18010-11-2017
Mark StandringWells Fargo AdvisorsMorgan Stanley Wealth Management$6702-16-2017
Thomas Fautrel, Paul CarlsonWells Fargo AdvisorsMorgan Stanley Wealth Management$22512-01-2016
Michael Dechiario, Thomas Charmley, Thomas Soden, Dean Vetsikas, Stacy RobinsonWells Fargo AdvisorsMorgan Stanley Wealth Management$60009-26-2016
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
Kenneth IbbetsonWells Fargo AdvisorsMorgan Stanley Wealth Management$10708-19-2016
Marc AlportWells Fargo AdvisorsMorgan Stanley Wealth Management$6508-05-2016
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
James Ritchie, Neil ThobaniWells Fargo AdvisorsMorgan Stanley Wealth Management$9904-21-2016
Timothy StalsbergWells Fargo AdvisorsMorgan Stanley Wealth Management$10004-08-2016
Noel Culberson, Kristy TochiharaWells Fargo AdvisorsMorgan Stanley Wealth Management$18602-18-2016
Shahab MoradianWells Fargo AdvisorsMorgan Stanley Wealth Management$5002-18-2016
Ronald Perry, John Perry, Robin JohnsonWells Fargo AdvisorsMorgan Stanley Wealth Management$30009-11-2015
Jonathan Schlackman, Alan Weintraub, Joshua ZamatWells Fargo AdvisorsMorgan Stanley Wealth Management$70008-26-2015
Jerod Wurm, Casey FryeWells Fargo AdvisorsMorgan Stanley Wealth Management$19208-25-2015
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Showing 1 to 25 of 118 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.

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