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
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

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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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