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
Paul Zambriski, Tyler PolsonWells Fargo AdvisorsBank of America Merrill Lynch$29006-30-2017
David J. AndersonWells Fargo AdvisorsBank of America Merrill Lynch$13806-29-2017
Thayer PotterWells Fargo AdvisorsJanney Montgomery Scott$20706-16-2017
John MillerWells Fargo AdvisorsUBS Financial Services$11906-01-2017
Robert StansberryWells Fargo AdvisorsStifel Nicolaus & Co.$12506-01-2017
Mark StandringWells Fargo AdvisorsMorgan Stanley Wealth Management$6702-16-2017
Dennis HallWells Fargo AdvisorsBank of America Merrill Lynch$20001-24-2017
Dennis SurmanekWells Fargo AdvisorsBank of America Merrill Lynch$7212-07-2016
Michael RussoWells Fargo AdvisorsBank of America Merrill Lynch$12512-07-2016
Thomas Fautrel, Paul CarlsonWells Fargo AdvisorsMorgan Stanley Wealth Management$22512-01-2016
Albert BergerWells Fargo AdvisorsJPMorgan Chase & Co.$10111-04-2016
Michael AllenWells Fargo AdvisorsEdward Jones$10310-21-2016
Alejandro Triana, Christopher Murrle, Carlos SaitcevskyWells Fargo AdvisorsCitigroup$60009-30-2016
Gary Jameson Wells Fargo AdvisorsUBS Financial Services$8009-26-2016
Michael Dechiario, Thomas Charmley, Thomas Soden, Dean Vetsikas, Stacy RobinsonWells Fargo AdvisorsMorgan Stanley Wealth Management$60009-26-2016
Eric CownieWells Fargo AdvisorsBank of America Merrill Lynch$5009-21-2016
Rajeev Dhillon, Joseph LeskoWells Fargo AdvisorsJPMorgan Chase & Co.$25309-21-2016
Sanjit Khara, James MarcusWells Fargo AdvisorsUBS Financial Services$17309-21-2016
Charles MillerWells Fargo AdvisorsMorgan Stanley Wealth Management$16009-13-2016
Clifford Coury, Mark PyperWells Fargo AdvisorsMorgan Stanley Wealth Management$34309-13-2016
Brian Latz, John Cicillini, Kenneth Cariota Wells Fargo AdvisorsMorgan Stanley Wealth Management$42709-06-2016
Matt Petersen, Dwayne Michael, Michael Budd, Brian Gibson, Randy Gibson, Andy CarriganWells Fargo AdvisorsMorgan Stanley Wealth Management$58708-25-2016
Larry FowlerWells Fargo AdvisorsUBS Financial Services$13608-22-2016
Kenneth IbbetsonWells Fargo AdvisorsMorgan Stanley Wealth Management$10708-19-2016
Laurisa Anderson, Steven RemchukWells Fargo AdvisorsJPMorgan Chase & Co.$70008-19-2016
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Showing 26 to 50 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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