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
Eric G. Johnson, Brooks CollinsMorgan StanleyWells Fargo Advisors02-15-2019
Jeffrey OckwoodMorgan StanleyWells Fargo Advisors$20007-20-2018
Emir Culov, Amela Culov, Matthew RichardsMorgan StanleyWells Fargo Advisors$23005-10-2018
Bernard SuissaMorgan StanleyWells Fargo Advisors$19310-11-2017
Michael MuehlMorgan StanleyWells Fargo Advisors$18010-11-2017
Mark StandringMorgan StanleyWells Fargo Advisors$6702-16-2017
Tom Fautrel, Paul CarlsonMorgan StanleyWells Fargo Advisors$24312-14-2016
Thomas Fautrel, Paul CarlsonMorgan StanleyWells Fargo Advisors$22512-01-2016
Michael Dechiario, Thomas Charmley, Thomas Soden, Dean Vetsikas, Stacy RobinsonMorgan StanleyWells Fargo Advisors$60009-26-2016
Charles MillerMorgan StanleyWells Fargo Advisors$16009-13-2016
Clifford Coury, Mark PyperMorgan StanleyWells Fargo Advisors$34309-13-2016
Brian Latz, John Cicillini, Kenneth CariotaMorgan StanleyWells Fargo Advisors$42709-06-2016
Matt Petersen, Dwayne Michael, Michael Budd, Brian Gibson, Randy Gibson, Andy CarriganMorgan StanleyWells Fargo Advisors$58708-25-2016
Kenneth IbbetsonMorgan StanleyWells Fargo Advisors$10708-19-2016
Marc AlportMorgan StanleyWells Fargo Advisors$6508-05-2016
James Martin, Brad SeagravesMorgan StanleyWells Fargo Advisors$10106-24-2016
Salvatore Pitti, Matthew PittiMorgan StanleyWells Fargo Advisors$20005-03-2016
William Browne, Marc ZupicichMorgan StanleyWells Fargo Advisors$35005-02-2016
John Pasacreta, Jordan Samelson, John Rotando, Nancy Meade, Sandra KapferMorgan StanleyWells Fargo Advisors$24505-02-2016
John Barkmeier, Claudia BarkmeierMorgan StanleyWells Fargo Advisors$15504-29-2016
James Ritchie, Neil ThobaniMorgan StanleyWells Fargo Advisors$9904-21-2016
Timothy StalsbergMorgan StanleyWells Fargo Advisors$10004-08-2016
Shahab MoradianMorgan StanleyWells Fargo Advisors$5002-18-2016
Noel Culberson, Kristy TochiharaMorgan StanleyWells Fargo Advisors$18602-18-2016
Ronald Perry, John Perry, Robin JohnsonMorgan StanleyWells Fargo Advisors$30009-11-2015
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Showing 1 to 25 of 123 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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