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.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Alan Glick and Charles GlickWells Fargo AdvisorsMorgan Stanley Wealth Management$24205-27-2014
Alan Metheny, David Clarke, Gary LedbetterWells Fargo AdvisorsMorgan Stanley Wealth Management$24406-07-2012
Albert BergerWells Fargo AdvisorsJPMorgan Chase & Co.$10111-04-2016
Alejandro Triana, Christopher Murrle, Carlos SaitcevskyWells Fargo AdvisorsCitigroup$60009-30-2016
Allen WilsonWells Fargo AdvisorsStifel Nicolaus & Co.$21208-10-2012
Andrew ArkfieldWells Fargo AdvisorsEdward Jones$10805-15-2012
Andrew Jacobson, Shawn Hare, Gregory HoelzelWells Fargo AdvisorsMorgan Stanley Wealth Management$18511-21-2013
Andrew Siegel, Nickolaus Roeschley, William Kulesh Wells Fargo AdvisorsMorgan Stanley Wealth Management$23110-05-2012
Andrew Townes, Don Parsons, Charlie Mitchell Wells Fargo AdvisorsUBS Financial Services$25512-05-2013
Anthony Bavedas Jr.Wells Fargo AdvisorsMorgan Stanley Wealth Management$10905-17-2013
Arlin PennerWells Fargo AdvisorsMorgan Stanley Wealth Management$5006-26-2012
Avery Wilkins, Michael CoxWells Fargo AdvisorsMorgan Stanley Wealth Management$8401-24-2012
Barry D. MasciWells Fargo AdvisorsMorgan Stanley Wealth Management$9003-07-2014
Bernard SuissaWells Fargo AdvisorsMorgan Stanley Wealth Management$19310-11-2017
Betty Schutte-BoxWells Fargo AdvisorsEdward Jones$11203-21-2013
Bill Rouse, Jessica Harper, Jeffrey Burton, Steve MeyerWells Fargo AdvisorsUBS Financial Services$42603-24-2016
Bob Coombs, Anthony OrtizWells Fargo AdvisorsLPL Financial$17606-03-2016
Bob MundellWells Fargo AdvisorsEdward Jones$16405-17-2016
Bradley GummowWells Fargo AdvisorsStifel Nicolaus & Co.$10010-25-2012
Brendan R. LewisWells Fargo AdvisorsEdward Jones$7006-24-2011
Brian A. StahlerWells Fargo AdvisorsMorgan Stanley Wealth Management$10805-31-2013
Brian D. StewartWells Fargo AdvisorsMorgan Stanley Wealth Management$13007-26-2013
Brian J. TerryWells Fargo AdvisorsUBS Financial Services$11509-24-2015
Brian L. VallowWells Fargo AdvisorsMorgan Stanley Wealth Management$9304-25-2014
Brian Latz, John Cicillini, Kenneth Cariota Wells Fargo AdvisorsMorgan Stanley Wealth Management$42709-06-2016
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Showing 1 to 25 of 300 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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