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
Eric G. Johnson, Brooks CollinsWells Fargo AdvisorsMorgan Stanley02-15-2019
Jeffrey OckwoodWells Fargo AdvisorsMorgan Stanley$20007-20-2018
Emir Culov, Amela Culov, Matthew RichardsWells Fargo AdvisorsMorgan Stanley$23005-10-2018
Bernard SuissaWells Fargo AdvisorsMorgan Stanley$19310-11-2017
Michael MuehlWells Fargo AdvisorsMorgan Stanley$18010-11-2017
Mark StandringWells Fargo AdvisorsMorgan Stanley$6702-16-2017
Tom Fautrel, Paul CarlsonWells Fargo AdvisorsMorgan Stanley$24312-14-2016
Thomas Fautrel, Paul CarlsonWells Fargo AdvisorsMorgan Stanley$22512-01-2016
Michael Dechiario, Thomas Charmley, Thomas Soden, Dean Vetsikas, Stacy RobinsonWells Fargo AdvisorsMorgan Stanley$60009-26-2016
Clifford Coury, Mark PyperWells Fargo AdvisorsMorgan Stanley$34309-13-2016
Charles MillerWells Fargo AdvisorsMorgan Stanley$16009-13-2016
Brian Latz, John Cicillini, Kenneth CariotaWells Fargo AdvisorsMorgan Stanley$42709-06-2016
Matt Petersen, Dwayne Michael, Michael Budd, Brian Gibson, Randy Gibson, Andy CarriganWells Fargo AdvisorsMorgan Stanley$58708-25-2016
Kenneth IbbetsonWells Fargo AdvisorsMorgan Stanley$10708-19-2016
Marc AlportWells Fargo AdvisorsMorgan Stanley$6508-05-2016
James Martin, Brad SeagravesWells Fargo AdvisorsMorgan Stanley$10106-24-2016
Salvatore Pitti, Matthew PittiWells Fargo AdvisorsMorgan Stanley$20005-03-2016
William Browne, Marc ZupicichWells Fargo AdvisorsMorgan Stanley$35005-02-2016
John Pasacreta, Jordan Samelson, John Rotando, Nancy Meade, Sandra KapferWells Fargo AdvisorsMorgan Stanley$24505-02-2016
John Barkmeier, Claudia BarkmeierWells Fargo AdvisorsMorgan Stanley$15504-29-2016
James Ritchie, Neil ThobaniWells Fargo AdvisorsMorgan Stanley$9904-21-2016
Timothy StalsbergWells Fargo AdvisorsMorgan Stanley$10004-08-2016
Noel Culberson, Kristy TochiharaWells Fargo AdvisorsMorgan Stanley$18602-18-2016
Shahab MoradianWells Fargo AdvisorsMorgan Stanley$5002-18-2016
Ronald Perry, John Perry, Robin JohnsonWells Fargo AdvisorsMorgan Stanley$30009-11-2015
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Showing 1 to 25 of 123 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. All data and information is the property of InvestmentNews LLC and is protected by copyright and other intellectual property laws. All rights are reserved by InvestmentNews LLC. Data may only be viewed on and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


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