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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
David ManningStifel Nicolaus & Co.Wells Fargo Advisors$14009-04-2018
Josh LordStifel Nicolaus & Co.Raymond James$6209-04-2018
Michael IannarinoStifel Nicolaus & Co.Cephas Capital Partners$8009-04-2018
Patrick StrehlStifel Nicolaus & Co.Bank of America Merrill Lynch$16909-04-2018
Perry StannardStifel Nicolaus & Co.Wells Fargo Advisors$3408-28-2018
Hobart MarliaveStifel Nicolaus & Co.Wells Fargo Advisors$4308-27-2018
Mike Anderson, Ted KorodanStifel Nicolaus & Co.Wells Fargo Advisors$16808-27-2018
Kaival PatelStifel Nicolaus & Co.Wells Fargo Advisors$3508-16-2018
Russ SchwartzStifel Nicolaus & Co.Wells Fargo Advisors$14408-16-2018
Craig BraunStifel Nicolaus & Co.Ameriprise Financial$8208-10-2018
Mark Graham, Brian BissellStifel Nicolaus & Co.Wells Fargo Advisors$17008-10-2018
Jeff SuttonStifel Nicolaus & Co.Wells Fargo Advisors$19807-27-2018
Thomas BellStifel Nicolaus & Co.UBS Financial Services$6907-19-2018
Barbara HughesStifel Nicolaus & Co.Bank of America Merrill Lynch$6007-16-2018
Kerry ManganoStifel Nicolaus & Co.Wells Fargo Advisors$11007-16-2018
Marilyn BlackStifel Nicolaus & Co.Wells Fargo Advisors$5807-16-2018
Shelly SchudlichStifel Nicolaus & Co.Oppenheimer$8607-16-2018
John Brendan Wolverton, Josh Wolverton, Alen PellerinStifel Nicolaus & Co.Wells Fargo Advisors$40006-28-2018
David BeachStifel Nicolaus & Co.Wells Fargo Advisors$16806-25-2018
Howard Ashlock, Ashlee AshlockStifel Nicolaus & Co.Bank of America Merrill Lynch$16006-25-2018
Janet StamatoStifel Nicolaus & Co.Morgan Stanley Wealth Management$17506-25-2018
Larry MaddoxStifel Nicolaus & Co.Wells Fargo Advisors$4806-25-2018
Mark Demo, Raymond PatrawStifel Nicolaus & Co.Wells Fargo Advisors$23006-20-2018
Michael HeckmanStifel Nicolaus & Co.Wells Fargo Advisors$30705-25-2018
Christian CombergStifel Nicolaus & Co.Wells Fargo Advisors$13305-24-2018
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Showing 51 to 75 of 173 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.

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