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
John Pasacreta, Jordan Samelson, John Rotando, Nancy Meade, Sandra Kapfer Wells Fargo AdvisorsMorgan Stanley Wealth Management$24505-02-2016
Gary J. PareseWells Fargo AdvisorsMorgan Stanley Wealth Management$27003-14-2014
Mark PhillipsWells Fargo AdvisorsMorgan Stanley Wealth Management$12003-14-2014
Thomas NolanWells Fargo AdvisorsMorgan Stanley Wealth Management$10003-14-2014
Michael MondelloWells Fargo AdvisorsEdward Jones$7512-01-2013
Anthony Bavedas Jr.Wells Fargo AdvisorsMorgan Stanley Wealth Management$10905-17-2013
Michelle R. LavigneWells Fargo AdvisorsUBS Financial Services$12011-09-2012
Jayme Lemaire, Jamie NowakowskiWells Fargo AdvisorsCitizens Bank$9607-13-2012
Brendan R. LewisWells Fargo AdvisorsEdward Jones$7006-24-2011
Edward WilsonWells Fargo AdvisorsJPMorgan Chase & Co.$16706-23-2010

Showing 1 to 10 of 10 entries

Page 1

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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