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.

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Robert John DombrowskiWells Fargo Advisors Financial Network, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated10-01-2020
George B San MiguelWells Fargo Advisors Financial Network, LLCCharles Schwab & Co., Inc.08-14-2020
Paul Stephen MasonerWells Fargo Advisors Financial Network, LLCEdward Jones$5008-07-2020
Andrew HahnWells Fargo Advisors Financial Network, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$6207-10-2020
Jay Laird GriffinWells Fargo Advisors Financial Network, LLCEdward Jones07-10-2020
Andrew Charles HahnWells Fargo Advisors Financial Network, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$5007-10-2020
Spencer William SchenkingWells Fargo Advisors Financial Network, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated07-06-2020
Ryan Gutowski Troy ElserWells Fargo Advisors Financial Network, LLCUBS Financial Services Inc.$21506-29-2020
Sandra Jane VecereWells Fargo Advisors Financial Network, LLCUBS Financial Services Inc.06-29-2020
Troy Michael ElserWells Fargo Advisors Financial Network, LLCUBS Financial Services Inc.$506-29-2020
Ryan Michael GutowskiWells Fargo Advisors Financial Network, LLCUBS Financial Services Inc.06-29-2020
Thomas Henry FreemanWells Fargo Advisors Financial Network, LLCUBS Financial Services Inc.$1006-23-2020
Susan Lynn FreemanWells Fargo Advisors Financial Network, LLCUBS Financial Services Inc.$5006-23-2020
DAVID Lynn TURNERWells Fargo Advisors Financial Network, LLCUBS Financial Services Inc.06-23-2020
Ted Lynn ChartierWells Fargo Advisors Financial Network, LLCUBS Financial Services Inc.06-23-2020
Matthew Scott SayersWells Fargo Advisors Financial Network, LLCUBS Financial Services Inc.$5006-23-2020
Connor Dougherty CallahanWells Fargo Advisors Financial Network, LLCUBS Financial Services Inc.06-23-2020
Nicholaus Calvin WarnerWells Fargo Advisors Financial Network, LLCMorgan Stanley06-10-2020
Scott William MarcusWells Fargo Advisors Financial Network, LLCRaymond James & Associates, Inc.$10006-02-2020
Allison Williams DanielsWells Fargo Advisors Financial Network, LLCRaymond James & Associates, Inc.06-02-2020
John Stephen Inman IvWells Fargo Advisors Financial Network, LLCRaymond James & Associates, Inc.$15006-02-2020
Thomas Berry HammannWells Fargo Advisors Financial Network, LLCMorgan Stanley$5005-29-2020
Jon Eric BostWells Fargo Advisors Financial Network, LLCMorgan Stanley$5005-01-2020
Christopher SzotWells Fargo Advisors Financial Network, LLCMorgan Stanley$5003-31-2020
Michael William SchenkingWells Fargo Advisors Financial Network, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$5003-27-2020
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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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.