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
Allen Catalanotto, Scott E. Foreman, Mo ProvostyBenjamin F. Edwards & Co.Wells Fargo Advisors03-25-2013
Angela WolfeBenjamin F. Edwards & Co.Edward Jones02-17-2016
Arnold H. Rozany, Anthony J. Falcone, Robert A. Schenck, Terry L. Rodrigues, Christopher P. KachurBenjamin F. Edwards & Co.Wells Fargo Advisors11-16-2010
Betsy Dickson , Dawn DicksonBenjamin F. Edwards & Co.UBS Financial Services Inc. Inc.02-11-2013
Brad PeaseBenjamin F. Edwards & Co.Wells Fargo Advisors05-08-2012
Brian M. Reilly, David E. ReillyBenjamin F. Edwards & Co.Wells Fargo Advisors09-27-2013
Brian WiklundBenjamin F. Edwards & Co.Wells Fargo Advisors08-31-2012
Bridget Weatherly, Tom McCormick, Philip Pela, Hal KaiglerBenjamin F. Edwards & Co.Wells Fargo Advisors02-17-2016
Bruce E. MeltonBenjamin F. Edwards & Co.Wells Fargo Advisors05-27-2014
Bruce Evans, William Pickens, John Templeton, Zack VaughnBenjamin F. Edwards & Co.Wells Fargo Advisors$46403-06-2017
Chad A. SteinbachBenjamin F. Edwards & Co.Wells Fargo Advisors11-21-2011
Charles BlatzBenjamin F. Edwards & Co.Wells Fargo Advisors01-17-2012
Charles Pascarella, Andrea Shenocca, Philip PascarellaBenjamin F. Edwards & Co.Wells Fargo Advisors07-08-2013
Christopher Coulter, Bill FerryBenjamin F. Edwards & Co.Oppenheimer02-17-2016
Christopher J. McGillBenjamin F. Edwards & Co.Wells Fargo Advisors05-16-2012
Dan Lamacchia CFP,Benjamin F. Edwards & Co.Wells Fargo Advisors03-26-2013
Darryl Mierl, Patrick X. Garvin, James DombrowskiBenjamin F. Edwards & Co.Wells Fargo Advisors03-25-2013
David ClaggettBenjamin F. Edwards & Co.Wells Fargo Advisors03-26-2012
David Hanson, David Fisher, Brian VanderLugtBenjamin F. Edwards & Co.Wells Fargo Advisors02-16-2010
David J. KarpBenjamin F. Edwards & Co.Wells Fargo Advisors08-30-2013
David W. Davies, Jill C. Miller, Kristen A. KetchumBenjamin F. Edwards & Co.RBC Wealth Management01-10-2014
Dennis AndersonBenjamin F. Edwards & Co.Wells Fargo Advisors01-17-2013
Ed MeyerBenjamin F. Edwards & Co.Wells Fargo Advisors02-11-2013
Eric R. BenchBenjamin F. Edwards & Co.Wells Fargo Advisors06-13-2014
Ernie Wright, Margaret (Kate) WrightBenjamin F. Edwards & Co.Wells Fargo Advisors06-27-2014
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Showing 1 to 25 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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