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.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Marc AlportWells Fargo AdvisorsMorgan Stanley Wealth Management$6508-05-2016
Robert Duncan, Bradley Newman, Zachary BrevermanWells Fargo AdvisorsBank of America Merrill Lynch$40007-26-2016
Joseph M. Coffey, Stephen E. BradyWells Fargo AdvisorsDeutsche Bank$23007-18-2016
Chris Jones, Dan HoffeWells Fargo AdvisorsJPMorgan Chase & Co.$28007-04-2016
Bob Coombs, Anthony OrtizWells Fargo AdvisorsLPL Financial$17606-03-2016
John WittWells Fargo AdvisorsUBS Financial Services$10706-01-2016
Joseph Volz, William Hargrove, Anne NorrisWells Fargo AdvisorsBank of America Merrill Lynch$20505-23-2016
Bob MundellWells Fargo AdvisorsEdward Jones$16405-17-2016
Doug Lockwood, Kenneth Roberts, Robert TendlerWells Fargo AdvisorsLPL Financial$38005-04-2016
Salvatore Pitti, Matthew PittiWells Fargo AdvisorsMorgan Stanley Wealth Management$20005-03-2016
John Pasacreta, Jordan Samelson, John Rotando, Nancy Meade, Sandra Kapfer Wells Fargo AdvisorsMorgan Stanley Wealth Management$24505-02-2016
William Browne, Marc Zupicich Wells Fargo AdvisorsMorgan Stanley Wealth Management$35005-02-2016
John Barkmeier, Claudia BarkmeierWells Fargo AdvisorsMorgan Stanley Wealth Management$15504-29-2016
Robert Gorman Wells Fargo AdvisorsBank of America Merrill Lynch$10004-29-2016
Cody CallawayWells Fargo AdvisorsEdward Jones$13204-26-2016
James Ritchie, Neil ThobaniWells Fargo AdvisorsMorgan Stanley Wealth Management$9904-21-2016
Timothy StalsbergWells Fargo AdvisorsMorgan Stanley Wealth Management$10004-08-2016
Bill Rouse, Jessica Harper, Jeffrey Burton, Steve MeyerWells Fargo AdvisorsUBS Financial Services$42603-24-2016
Jim MurrayWells Fargo AdvisorsU.S. Trust Bank of America Private Wealth Management$66303-18-2016
Jason Holyszko, David Snider, Russell Wittkopp, Tammy MentelWells Fargo AdvisorsBank of America Merrill Lynch$16502-25-2016
John McCauleyWells Fargo AdvisorsDeutsche Bank02-25-2016
Ron Medaris, Chris GerrishWells Fargo AdvisorsUBS Financial Services02-25-2016
Geoffrey GatlinWells Fargo AdvisorsRaymond James$16902-18-2016
Noel Culberson, Kristy TochiharaWells Fargo AdvisorsMorgan Stanley Wealth Management$18602-18-2016
Shahab MoradianWells Fargo AdvisorsMorgan Stanley Wealth Management$5002-18-2016
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Showing 51 to 75 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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