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
Miguel Monnichmeyer, Oscar GonzalezWells Fargo AdvisorsHSBC Private Bank$80009-18-2017
Julian Rodrigo Soto and Santiago OcampoWells Fargo AdvisorsJefferies$40007-14-2017
Alejandro Triana, Christopher Murrle, Carlos SaitcevskyWells Fargo AdvisorsCitigroup$60009-30-2016
Rajeev Dhillon, Joseph LeskoWells Fargo AdvisorsJPMorgan Chase & Co.$25309-21-2016
Chris Jones, Dan HoffeWells Fargo AdvisorsJPMorgan Chase & Co.$28007-04-2016
Ronald Perry, John Perry, Robin JohnsonWells Fargo AdvisorsMorgan Stanley Wealth Management$30009-11-2015
Christopher HillWells Fargo AdvisorsJPMorgan Chase & Co.$209-03-2015
Caleb KennedyWells Fargo AdvisorsLPL Financial$7908-03-2015
James Tate, Kelley TateWells Fargo AdvisorsMorgan Stanley Wealth Management$13107-10-2015
Steven M. PolkWells Fargo AdvisorsEdward Jones$10604-16-2015
Lee Turmail, Jesse MilesWells Fargo AdvisorsMorgan Stanley Wealth Management$12004-02-2015
Louis V. Walsh IVWells Fargo AdvisorsUBS Financial Services$28707-29-2013
Richard Meadows, Paul Seifert, Micheal FettigWells Fargo AdvisorsMorgan Stanley Wealth Management$26604-16-2013
Robert McMannWells Fargo AdvisorsMorgan Stanley Wealth Management$16303-15-2013
Nancy K. MellonWells Fargo AdvisorsMorgan Stanley Wealth Management$6508-17-2012
Jack LobiancoWells Fargo AdvisorsUBS Financial Services$10907-09-2012
Jeff Drowos, Bryan DrowosWells Fargo AdvisorsMorgan Stanley Wealth Management$19806-29-2012
Thomas McDonaldWells Fargo AdvisorsFifth Third Securities$9905-15-2012
Daniel Gilham, Daniel WoodsWells Fargo AdvisorsBank of America Merrill Lynch$11604-19-2012
Jennifer SulemanWells Fargo AdvisorsMorgan Stanley Wealth Management$30003-02-2012
Avery Wilkins, Michael CoxWells Fargo AdvisorsMorgan Stanley Wealth Management$8401-24-2012
Stephen LawrenceWells Fargo AdvisorsNorthern Trust$24008-05-2010

Showing 1 to 22 of 22 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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