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
Emir Culov, Amela Culov, Matthew Richards Wells Fargo AdvisorsMorgan Stanley Wealth Management$23005-10-2018
Giuseppe GigliottiWells Fargo AdvisorsCapital One$10009-05-2017
Dennis SurmanekWells Fargo AdvisorsBank of America Merrill Lynch$7212-07-2016
Michael RussoWells Fargo AdvisorsBank of America Merrill Lynch$12512-07-2016
Bob Coombs, Anthony OrtizWells Fargo AdvisorsLPL Financial$17606-03-2016
Salvatore Pitti, Matthew PittiWells Fargo AdvisorsMorgan Stanley Wealth Management$20005-03-2016
William Browne, Marc Zupicich Wells Fargo AdvisorsMorgan Stanley Wealth Management$35005-02-2016
Doug WaltersWells Fargo AdvisorsJanney Montgomery Scott$20207-02-2015
Michael Blaustein, Maureen ClancyWells Fargo AdvisorsBarclays$65004-16-2015
Craig A. GoldbergWells Fargo AdvisorsMorgan Stanley Wealth Management$10404-02-2015
Jonathan H. ZuckerWells Fargo AdvisorsMorgan Stanley Wealth Management$10904-02-2015
Lee DubinskyWells Fargo AdvisorsUBS Financial Services$14009-12-2014
William Peragine, John BiondoWells Fargo AdvisorsMorgan Stanley Wealth Management$83009-10-2014
Chris Carbone, Bill BrucatoWells Fargo AdvisorsRBC Wealth Management$16006-27-2014
Norman Lev, Glen Sher, Michael JeshivaWells Fargo AdvisorsMorgan Stanley Wealth Management$23605-09-2014
Bruce GelfandWells Fargo AdvisorsUBS Financial Services$8912-18-2013
Matthew J. Sotland, Donald J. BorowiakWells Fargo AdvisorsUBS Financial Services$12910-15-2013
Robert Alpert, Charles Ladenheim, Robert Fusaro, Michael MontuoriWells Fargo AdvisorsMorgan Stanley Wealth Management$109-27-2013
Courtenay Hathcock, Frederick Rossetter, William BlackWells Fargo AdvisorsUBS Financial Services$41806-28-2013
Christian E. Burke, Jr., Jeff AltomariWells Fargo AdvisorsMorgan Stanley Wealth Management$16505-10-2013
Greg BauerWells Fargo AdvisorsBank of America Merrill Lynch$7504-19-2013
Evan Meltzer. Edward Hill, Philip MeltzerWells Fargo AdvisorsMorgan Stanley Wealth Management$40003-05-2013
John DeLuca, John FabrisWells Fargo AdvisorsMorgan Stanley Wealth Management$24501-25-2013
Cynthia ColinWells Fargo AdvisorsMorgan Stanley Wealth Management$15407-17-2012
David ElfenbeinWells Fargo AdvisorsUBS Financial Services$8504-19-2012
Next Page »

Showing 1 to 25 of 30 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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