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
Michael PratWells Fargo AdvisorsMorgan Stanley Wealth Management$25106-22-2012
Bruce DavidsonWells Fargo AdvisorsUBS Financial Services$17806-19-2012
Salim KimiagarWells Fargo AdvisorsBank of America Merrill Lynch$17806-19-2012
David GerasinWells Fargo AdvisorsMorgan Stanley Wealth Management$6506-15-2012
Gregg Lazarescu, Donovan Mannato, Michael NuttWells Fargo AdvisorsMorgan Stanley Wealth Management$45006-12-2012
Alan Metheny, David Clarke, Gary LedbetterWells Fargo AdvisorsMorgan Stanley Wealth Management$24406-07-2012
Donald Reed Mayne Jr.Wells Fargo AdvisorsMorgan Stanley Wealth Management$10706-07-2012
Robert MorelandWells Fargo AdvisorsBank of America Merrill Lynch$10006-07-2012
Robert SheltonWells Fargo AdvisorsMorgan Stanley Wealth Management$15506-07-2012
The McFadden GroupWells Fargo AdvisorsMorgan Stanley Wealth Management$26806-07-2012
The Taitague, Krahe, Tatum & Doyle GroupWells Fargo AdvisorsSuntrust Investment Services$52006-07-2012
William KennedyWells Fargo AdvisorsMorgan Keegan06-07-2012
Floe Financial PartnersWells Fargo AdvisorsLPL Financial$30006-06-2012
James Venditti, James OliverWells Fargo AdvisorsCCO Investment Services$11006-06-2012
Jeff HuffWells Fargo AdvisorsMorgan Stanley Wealth Management$6506-05-2012
Joel Blount, Larry Keudell, Mike MorrisonWells Fargo AdvisorsMorgan Stanley Wealth Management$36805-21-2012
Nicholas Boccella, Richard Defuccio, Lewis Rauter, Graham SmithWells Fargo AdvisorsMorgan Stanley Wealth Management$32205-21-2012
Bryce BordwellWells Fargo AdvisorsCitigroup$10005-16-2012
Richard Edwards, Scott BellWells Fargo AdvisorsBank of America Merrill Lynch$40005-16-2012
Victor RodriguezWells Fargo AdvisorsCity National Securities$35005-16-2012
Andrew ArkfieldWells Fargo AdvisorsEdward Jones$10805-15-2012
Thomas McDonaldWells Fargo AdvisorsFifth Third Securities$9905-15-2012
Daniel Gilham, Daniel WoodsWells Fargo AdvisorsBank of America Merrill Lynch$11604-19-2012
David ElfenbeinWells Fargo AdvisorsUBS Financial Services$8504-19-2012
Dennis Coleman, Thomas DunleavyWells Fargo AdvisorsUBS Financial Services$23304-19-2012
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Showing 226 to 250 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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