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
Howell TaylorBenjamin F. Edwards & Co.Wells Fargo Advisors02-17-2016
Hunter GrahamBenjamin F. Edwards & Co.Wells Fargo Advisors06-18-2014
James P. Luttrell Jr., Matthew J. Dahlman, Thomas A. LuttrellBenjamin F. Edwards & Co.Wells Fargo Advisors05-06-2013
Jason G. ClouseBenjamin F. Edwards & Co.Wells Fargo Advisors06-13-2014
Jeffrey D. Hoover, Patti O'MalleyBenjamin F. Edwards & Co.Wells Fargo Advisors06-20-2013
Jeffrey Hill, Steve Brill, Debra Targett, Mary McLaughlin, Jessica HillBenjamin F. Edwards & Co.Wells Fargo Advisors$10009-30-2014
Joan Levy MonderBenjamin F. Edwards & Co.Wells Fargo Advisors12-13-2013
John HarrisBenjamin F. Edwards & Co.Wells Fargo Advisors01-17-2012
John WeirBenjamin F. Edwards & Co.Wells Fargo Advisors07-11-2014
Joshua WillardBenjamin F. Edwards & Co.Wells Fargo Advisors07-11-2014
Katiebeth WorrellBenjamin F. Edwards & Co.Wells Fargo Advisors05-28-2014
L. Grant Ingram, Gary LibertyBenjamin F. Edwards & Co.Wells Fargo Advisors08-31-2012
Malissa (Libby) Romack, Kathleen DuncanBenjamin F. Edwards & Co.Wells Fargo Advisors09-22-2011
Mark E. Barczuk, David F. MorenoBenjamin F. Edwards & Co.Wells Fargo Advisors01-03-2014
Mark P. FellowsBenjamin F. Edwards & Co.Wells Fargo Advisors10-15-2013
Mary Schulte, Thomas Cleland, Randy Sidio, Maurice MathyBenjamin F. Edwards & Co.Morgan Stanley02-17-2016
Matthew G. Bishop, Ralph A. Brozzo, Dana L. GibbsBenjamin F. Edwards & Co.Wells Fargo Advisors10-15-2013
Nancy J. Eshmont, Jeffrey N. Weiner, Brian H. RubinBenjamin F. Edwards & Co.Wells Fargo Advisors11-15-2013
Nicholas T. Barlotta Jr., Daniel R. Cauley, Nicholas T. Barlotta IIIBenjamin F. Edwards & Co.Wells Fargo Advisors05-06-2013
Peter FerranteBenjamin F. Edwards & Co.Wells Fargo Advisors10-28-2011
Peter Tampellini, Robert Rothhouse , Teresa ZipfBenjamin F. Edwards & Co.Wells Fargo Advisors04-10-2013
Quinten E. (Bret) Spivey, Janet M. Bone, Troy D. Cox, R. Todd Stone, Jeffrey J. Luechtefeld, Brent A. WilhelmBenjamin F. Edwards & Co.Wells Fargo Advisors01-16-2012
Rick Cisar, Andrew KjolsrudBenjamin F. Edwards & Co.Wells Fargo Advisors$15003-17-2017
Rick FabyBenjamin F. Edwards & Co.Ameriprise Financial Services, Inc.02-17-2016
Roland H. de Liniere, Marilyn C. Hedrick, Monnye Hedrick Furr, Richard R. Cardin, Susan K. Walker, Jennifer E. PierceBenjamin F. Edwards & Co.Wells Fargo Advisors07-12-2010
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Showing 26 to 50 of 56 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


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