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
John Perry, Patrick Durham, and Robin JohnsonRBC Wealth ManagementWells Fargo Advisors$16009-28-2018
Robert LepaAmeriprise FinancialWells Fargo Advisors$9409-27-2018
Benjamin Lewis, Christopher AmysRaymond JamesWells Fargo Advisors$18509-27-2018
Michael FoodyRBC Wealth ManagementWells Fargo Advisors$12009-26-2018
Larry JacobsStifel Nicolaus & Co.Wells Fargo Advisors$19209-25-2018
Nick SteinbachStifel Nicolaus & Co.Wells Fargo Advisors$6009-25-2018
Thomas Rembert, John Cash, Grant Rembert, William ModeStifel Nicolaus & Co.Wells Fargo Advisors$28709-25-2018
Paisley Wessel, Cory WesselRobert W. Baird & Co.Wells Fargo Advisors$12509-19-2018
Breanne PoloniaSurevest Wealth ManagementWells Fargo Advisors$10009-17-2018
Eric ConoverStifel Nicolaus & Co.Wells Fargo Advisors$18309-14-2018
John "Barry" JenkinsStifel Nicolaus & Co.Wells Fargo Advisors$6509-14-2018
John A. Banks, John P. BanksStifel Nicolaus & Co.Wells Fargo Advisors$6309-14-2018
John NoerdlingerStifel Nicolaus & Co.Wells Fargo Advisors$13509-07-2018
Tom CotroneStifel Nicolaus & Co.Wells Fargo Advisors$10509-07-2018
Vicki Bayley, Jerod HavelStifel Nicolaus & Co.Wells Fargo Advisors$7209-07-2018
David ManningStifel Nicolaus & Co.Wells Fargo Advisors$14009-04-2018
Glenn RatcliffeJanney Montgomery ScottWells Fargo Advisors$15009-04-2018
Samuel Sammarco, William Moore, William NiceJanney Montgomery ScottWells Fargo Advisors$30009-04-2018
Laurens Rhinelander, Simon Lewis, Christopher CohnAmeriprise FinancialWells Fargo Advisors$34608-31-2018
Perry StannardStifel Nicolaus & Co.Wells Fargo Advisors$3408-28-2018
Hobart MarliaveStifel Nicolaus & Co.Wells Fargo Advisors$4308-27-2018
Mike Anderson, Ted KorodanStifel Nicolaus & Co.Wells Fargo Advisors$16808-27-2018
Keary Castleberry, Lara SternsSnowden Lane PartnersWells Fargo Advisors$12608-24-2018
Michael GrethRBC Wealth ManagementWells Fargo Advisors$17008-16-2018
Kaival PatelStifel Nicolaus & Co.Wells Fargo Advisors$3508-16-2018
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Showing 51 to 75 of 576 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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