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
Bill Rouse, Jessica Harper, Jeffrey Burton, Steve MeyerWells Fargo AdvisorsUBS Financial Services$42603-24-2016
Jeremy Strickler, Robin ErnstWells Fargo AdvisorsRaymond James$13905-04-2015
Milton SchwartzWells Fargo AdvisorsBank of America Merrill Lynch$13505-09-2014
David SpellWells Fargo AdvisorsUBS Financial Services$8603-27-2014
Cynthia M. Boyle, D. Jordan Josey, John N. BoyleWells Fargo AdvisorsRaymond James$12502-15-2013
Dennis Coleman, Thomas DunleavyWells Fargo AdvisorsUBS Financial Services$23304-19-2012
Gary Bezilla, Alan KinneyWells Fargo AdvisorsBank of America Merrill Lynch$45011-04-2010

Showing 1 to 7 of 7 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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