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

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Troy James JohnstonWells Fargo Clearing Services, LLCWells Fargo Investments, LLC$15001-03-2011
Carlos Alberto AraguasWells Fargo Clearing Services, LLCWells Fargo Investments, LLC$15001-03-2011
Audrey Elizabeth HeffronWells Fargo Clearing Services, LLCWells Fargo Investments, LLC$10001-03-2011
Camille Reda ZahrWells Fargo Clearing Services, LLCWells Fargo Investments, LLC$10001-03-2011
Zachary Eaton BeckWells Fargo Clearing Services, LLCWells Fargo Investments, LLC$10001-03-2011
Whitney Charles HillWells Fargo Clearing Services, LLCWells Fargo Investments, LLC$10001-03-2011
Joseph Leo MansfieldWells Fargo Clearing Services, LLCWells Fargo Investments, LLC$5001-03-2011
Gordon Stuart BrazingtonWells Fargo Clearing Services, LLCWells Fargo Investments, LLC$5001-03-2011
Robert Nixon Munly IVWells Fargo Clearing Services, LLCWells Fargo Investments, LLC$5001-03-2011
Tobias Ian BeckWells Fargo Clearing Services, LLCWells Fargo Investments, LLC$5001-03-2011
Asoka Gaminee WeeraratneWells Fargo Clearing Services, LLCWells Fargo Investments, LLC$2501-03-2011
Hank Matthew ClaytonWells Fargo Clearing Services, LLCWells Fargo Investments, LLC$2501-03-2011
Jude D JeannisWells Fargo Clearing Services, LLCWells Fargo Investments, LLC$1701-03-2011
Paul Allen BloomWells Fargo Clearing Services, LLCWells Fargo Investments, LLC$1001-03-2011
John Aaron PearsonWells Fargo Clearing Services, LLCWells Fargo Investments, LLC$1001-03-2011
Joel Kenneth GreenblumWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
Gregory Allen BowmanWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
Michael Stewart LewisWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
George Oliver BlanchardWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
Michael Owen WahlstromWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
Stephanie Marie Rood-SmithWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
Debbie Lee ParretWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
Elena Silvia VoinWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
Charles Alan RoodWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
Tina Marie BadalianWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
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Showing 1 to 25 of 34 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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