Advisers on the Move

Track the latest teams of advisers and brokers who are changing firms and view recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

For production and additional details, click on adviser(s) name for full profile.

«Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Ryan Bibler, Vince Finney, Myron Shaffer, and Joe PanfilWells Fargo AdvisorsUBS Financial Services$011-02-2018
James MedskerWells Fargo AdvisorsUBS Financial Services$010-26-2018
Laith KhalafWells Fargo AdvisorsUBS Financial Services$010-26-2018
Jeffrey OckwoodWells Fargo AdvisorsMorgan Stanley Wealth Management$20007-20-2018
Louie A. ValdezWells Fargo AdvisorsUBS Financial Services$20007-05-2018
Thomas P. Kirwan, Michael Brooks TownsendWells Fargo AdvisorsUBS Financial Services$19306-29-2018
Ron Lambke, Louis Montana Wells Fargo AdvisorsUBS Financial Services$18005-30-2018
Jennifer Arquilla, David Arquilla Wells Fargo AdvisorsUBS Financial Services$33605-30-2018
Emir Culov, Amela Culov, Matthew Richards Wells Fargo AdvisorsMorgan Stanley Wealth Management$23005-10-2018
Margaret HillWells Fargo AdvisorsBank of America Merrill Lynch$7004-27-2018
Susanna Kim BrackeWells Fargo AdvisorsUBS Financial Services$21704-06-2018
Shawn Greseth, Chris Kellett, Donovan LaibWells Fargo AdvisorsBank of America Merrill Lynch$40002-21-2018
Dennis HallWells Fargo AdvisorsBank of America Merrill Lynch$20001-24-2018
Dathan LumpkinsWells Fargo AdvisorsJPMorgan Chase & Co.$11101-12-2018
Lin EdwardsWells Fargo AdvisorsBank of America Merrill Lynch$13012-08-2017
Michael MuehlWells Fargo AdvisorsMorgan Stanley Wealth Management$18010-11-2017
Bernard SuissaWells Fargo AdvisorsMorgan Stanley Wealth Management$19310-11-2017
Miguel Monnichmeyer, Oscar GonzalezWells Fargo AdvisorsHSBC Private Bank$80009-18-2017
Scott BowmanWells Fargo AdvisorsUBS Financial Services$7209-13-2017
Giuseppe GigliottiWells Fargo AdvisorsCapital One$10009-05-2017
Todd KrempaskyWells Fargo AdvisorsRBC Wealth Management$11208-24-2017
Troy HartmanWells Fargo AdvisorsEdward Jones$9208-11-2017
Julian Rodrigo Soto and Santiago OcampoWells Fargo AdvisorsJefferies$40007-14-2017
Jordan Varela, Raquel ReynoldsWells Fargo AdvisorsBank of America Merrill Lynch$30007-07-2017
Paul Zambriski, Tyler PolsonWells Fargo AdvisorsBank of America Merrill Lynch$29006-30-2017
Next Page »

Showing 1 to 25 of 310 entries

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Disclaimer: The moves in this database come from a number of sources: InvestmentNews and other media reports, press releases, and direct submissions that have been reviewed by InvestmentNews. Any corrections, updates or clarifications should be e-mailed directly to the IN staff.

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