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Advisers on the Move - InvestmentNews

Advisers on the Move TEST

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.

Recruiting Scoreboard (Q2 2020)

Recruiting Gains

Firm Total Moves

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Recruiting Losses

Firm Total Moves

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Net Gains

Firm Total Moves

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Net Losses

Firm Total Moves

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Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
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
Zachary Charles ChrystWells Fargo Advisors Financial Network, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$10003-27-2020
Thomas Farrell O'ConorWells Fargo Advisors Financial Network, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated03-27-2020
Matthew R DavisWells Fargo Advisors Financial Network, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated03-20-2020
Ted William DensmoreWells Fargo Advisors Financial Network, LLCMorgan Stanley$15003-06-2020
Nancy H KlineWells Fargo Advisors Financial Network, LLCMorgan Stanley03-06-2020
Rachael Anne McBrideWells Fargo Advisors Financial Network, LLCMorgan Stanley03-06-2020
William Dale KlineWells Fargo Advisors Financial Network, LLCMorgan Stanley$5003-06-2020
David Riley DensmoreWells Fargo Advisors Financial Network, LLCMorgan Stanley03-06-2020
Sheila Leah SpicehandlerWells Fargo Advisors Financial Network, LLCAmeriprise Financial Services, LLC02-21-2020
Jeffrey Paul GarzaWells Fargo Advisors Financial Network, LLCMorgan Stanley$10002-13-2020
Joseph Thompson BinderWells Fargo Advisors Financial Network, LLCRBC Capital Markets, LLC01-21-2020
Jesse Morales RodriquezWells Fargo Advisors Financial Network, LLCUBS Financial Services Inc.01-10-2020
Frank Peter ScicchitanoWells Fargo Advisors Financial Network, LLCUBS Financial Services Inc.12-13-2019
Cory Dale ChambersWells Fargo Advisors Financial Network, LLCUBS Financial Services Inc.12-13-2019
Brian Paul FoleyWells Fargo Advisors Financial Network, LLCCommonwealth Financial Network12-09-2019
R Kim CarsonWells Fargo Advisors Financial Network, LLCEdward Jones$2512-09-2019
Peter Michael CushingWells Fargo Advisors Financial Network, LLCRevere Securities LLC$20012-04-2019
Meredith Cayette WadeWells Fargo Advisors Financial Network, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated11-20-2019
Kerry Wayne HemphillWells Fargo Advisors Financial Network, LLCRoyal Alliance Associates, Inc.11-11-2019
Glenn David LotenbergWells Fargo Advisors Financial Network, LLCAdvisors Asset Management, Inc.11-11-2019
James Francis AngiuliWells Fargo Advisors Financial Network, LLCFidelity Personal and Workplace Advisors$111-08-2019
Chad Gerald ZimmermanWells Fargo Advisors Financial Network, LLCRBC Capital Markets, LLC11-08-2019
Jason Edward MessineoWells Fargo Advisors Financial Network, LLCEdward Jones11-01-2019
Next Page »

Showing 1 to 25 of 1,022 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. 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.