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 CollinsWells Fargo AdvisorsMorgan Stanley Wealth Management02-15-2019
Ryan Bibler, Vince Finney, Myron Shaffer, and Joe PanfilWells Fargo AdvisorsUBS Financial Services11-02-2018
James MedskerWells Fargo AdvisorsUBS Financial Services10-26-2018
Laith KhalafWells Fargo AdvisorsUBS Financial Services10-26-2018
John McCauleyWells Fargo AdvisorsDeutsche Bank02-25-2016
Ron Medaris, Chris GerrishWells Fargo AdvisorsUBS Financial Services02-25-2016
Eric MillerWells Fargo AdvisorsUBS Financial Services06-17-2015
Elaine ElliottWells Fargo AdvisorsBank of America Merrill Lynch06-12-2015
Brian SalcettiWells Fargo AdvisorsAxa Advisors06-10-2015
William KennedyWells Fargo AdvisorsMorgan Keegan06-07-2012
Todd KrempaskyWells Fargo AdvisorsUBS Financial Services09-27-2010
Matt OttuschWells Fargo AdvisorsUBS Financial Services09-08-2010
John Bueno, John Raetz, Noah RobinsonWells Fargo AdvisorsJPMorgan Chase & Co.$105-29-2014
Robert Alpert, Charles Ladenheim, Robert Fusaro, Michael MontuoriWells Fargo AdvisorsMorgan Stanley Wealth Management$109-27-2013
Christopher HillWells Fargo AdvisorsJPMorgan Chase & Co.$209-03-2015
Eric CownieWells Fargo AdvisorsBank of America Merrill Lynch$5009-21-2016
Shahab MoradianWells Fargo AdvisorsMorgan Stanley Wealth Management$5002-18-2016
Arlin PennerWells Fargo AdvisorsMorgan Stanley Wealth Management$5006-26-2012
Greg BowdenWells Fargo AdvisorsUBS Financial Services$5601-10-2016
Jeremy KientzWells Fargo AdvisorsEdward Jones$5601-05-2016
Marc AlportWells Fargo AdvisorsMorgan Stanley Wealth Management$6508-05-2016
Nancy K. MellonWells Fargo AdvisorsMorgan Stanley Wealth Management$6508-17-2012
David GerasinWells Fargo AdvisorsMorgan Stanley Wealth Management$6506-15-2012
Jeff HuffWells Fargo AdvisorsMorgan Stanley Wealth Management$6506-05-2012
Doug HaskinWells Fargo AdvisorsBank of America Merrill Lynch$6602-01-2019
Next Page »

Showing 1 to 25 of 300 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12

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.


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting It'll help us continue to serve you.

Yes, show me how to whitelist

Ad blocker detected. Please whitelist us or give premium a try.