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
Doug HaskinWells Fargo AdvisorsBank of America Merrill Lynch$6602-01-2019
Margaret HillWells Fargo AdvisorsBank of America Merrill Lynch$7004-27-2018
Shawn Greseth, Chris Kellett, Donovan LaibWells Fargo AdvisorsBank of America Merrill Lynch$40002-21-2018
Lin EdwardsWells Fargo AdvisorsBank of America Merrill Lynch$13012-08-2017
Jordan Varela, Raquel ReynoldsWells Fargo AdvisorsBank of America Merrill Lynch$30007-07-2017
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
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
Eric CownieWells Fargo AdvisorsBank of America Merrill Lynch$5009-21-2016
Robert Duncan, Bradley Newman, Zachary BrevermanWells Fargo AdvisorsBank of America Merrill Lynch$40007-26-2016
Joseph Volz, William Hargrove, Anne NorrisWells Fargo AdvisorsBank of America Merrill Lynch$20505-23-2016
Robert Gorman Wells Fargo AdvisorsBank of America Merrill Lynch$10004-29-2016
Jason Holyszko, David Snider, Russell Wittkopp, Tammy MentelWells Fargo AdvisorsBank of America Merrill Lynch$16502-25-2016
Thomas BraleyWells Fargo AdvisorsBank of America Merrill Lynch$9502-18-2016
Jane Drew, Katherine DrewWells Fargo AdvisorsBank of America Merrill Lynch$27808-07-2015
Charles Guilbault Wells Fargo AdvisorsBank of America Merrill Lynch$10007-02-2015
Elaine ElliottWells Fargo AdvisorsBank of America Merrill Lynch06-12-2015
Bruce Lin, Michael Hartmeyer, Patrick Chan Wells Fargo AdvisorsBank of America Merrill Lynch$14208-29-2014
Travis Barr, Marco CisnerosWells Fargo AdvisorsBank of America Merrill Lynch$22708-14-2014
Milton SchwartzWells Fargo AdvisorsBank of America Merrill Lynch$13505-09-2014
Stephanie M. Bass, Darin E. MockWells Fargo AdvisorsBank of America Merrill Lynch$17004-25-2014
Jeffrey M. FratarcangeliWells Fargo AdvisorsBank of America Merrill Lynch$42403-28-2014
Michael Climer, Wes ClimerWells Fargo AdvisorsBank of America Merrill Lynch$22009-25-2013
Next Page »

Showing 1 to 25 of 47 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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