A PHP Error was encountered

Severity: Notice

Message: Trying to get property of non-object

Filename: models/simple_app_model.php

Line Number: 1563

A PHP Error was encountered

Severity: Warning

Message: Invalid argument supplied for foreach()

Filename: models/simple_app_model.php

Line Number: 1476

Advisers on the Move - InvestmentNews

Advisers on the Move TEST

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.

Recruiting Scoreboard (Q2 2020)

Recruiting Gains

Firm Total Moves

See all firms ranked by total gains

Recruiting Losses

Firm Total Moves

See all firms ranked by total losses

Net Gains

Firm Total Moves

See all firms ranked by total gains

Net Losses

Firm Total Moves

See all firms ranked by total losses

Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Garrett Louis WilliamsonCommonwealth Financial NetworkWells Fargo Clearing Services, LLC03-05-2019
Stephen John WoodCommonwealth Financial NetworkWells Fargo Clearing Services, LLC$15002-15-2019
Peter Gene YacovoneCommonwealth Financial NetworkWells Fargo Clearing Services, LLC$1,00010-05-2018
Eileen Bridget VitarelleCommonwealth Financial NetworkWells Fargo Clearing Services, LLC10-05-2018
Raymond Andrew OsterhoutCommonwealth Financial NetworkWells Fargo Clearing Services, LLC$5010-05-2018
Mark Allen GantnerCommonwealth Financial NetworkWells Fargo Clearing Services, LLC$5010-05-2018
Arnold Richard Vitarelle IICommonwealth Financial NetworkWells Fargo Clearing Services, LLC10-05-2018
John Philip Zinn Jr.Commonwealth Financial NetworkWells Fargo Clearing Services, LLC$10009-28-2018
Sarah Jane HalpinCommonwealth Financial NetworkWells Fargo Clearing Services, LLC$15009-28-2018
Mark Ryan BoccuzziCommonwealth Financial NetworkWells Fargo Clearing Services, LLC$10007-26-2018
Michael William BakkerCommonwealth Financial NetworkWells Fargo Clearing Services, LLC$5004-27-2018
William Anthony Dwyer IIICommonwealth Financial NetworkWells Fargo Clearing Services, LLC$15004-27-2018
Peter Matthew Fahey Jr.Commonwealth Financial NetworkWells Fargo Clearing Services, LLC08-03-2017
Philip Andrew McCaullCommonwealth Financial NetworkWells Fargo Clearing Services, LLC$5008-03-2017
Aaron Jack SimonCommonwealth Financial NetworkWells Fargo Clearing Services, LLC$5004-21-2017
Oscar Omar LopezCommonwealth Financial NetworkWells Fargo Clearing Services, LLC$27111-04-2016
Ruben Lopez Jr.Commonwealth Financial NetworkWells Fargo Clearing Services, LLC11-04-2016
Michael Salvatore Bartolotta Jr.Commonwealth Financial NetworkWells Fargo Clearing Services, LLC09-30-2016
David Yukio OmuraCommonwealth Financial NetworkWells Fargo Clearing Services, LLC$5011-20-2015
Thomas Edward DexterCommonwealth Financial NetworkWells Fargo Clearing Services, LLC$5001-23-2015
Megan Elizabeth JohnsonCommonwealth Financial NetworkWells Fargo Clearing Services, LLC01-05-2015
Mark Fitzgerald AgreCommonwealth Financial NetworkWells Fargo Clearing Services, LLC$5011-21-2014
David M WeidmayerCommonwealth Financial NetworkWells Fargo Clearing Services, LLC$10008-01-2014
James D HeeneyCommonwealth Financial NetworkWells Fargo Clearing Services, LLC05-23-2014
Greg D. PattersonCommonwealth Financial NetworkWells Fargo Clearing Services, LLC$2505-23-2014
Next Page »

Showing 1 to 25 of 44 entries

Page 1 | 2

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.