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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Recruiting Scoreboard (Q4 2020)

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Net Losses

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron BarberWells Fargo Advisors Financial Network, LLCAscend Advisory Group$2504-02-2009
Abby Edwards DinkinsWells Fargo Advisors Financial Network, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$5011-02-2012
Adam Christopher KirbyWells Fargo Advisors Financial Network, LLCMorgan Stanley10-10-2014
Adam J EdwardsWells Fargo Advisors Financial Network, LLCNorthwestern Mutual Investment Services, LLC04-29-2016
Alan Bradley GuenzelWells Fargo Advisors Financial Network, LLCMorgan Stanley$10006-14-2012
Alan Emery WhitakerWells Fargo Advisors Financial Network, LLCJanney Montgomery Scott LLC01-08-2010
Albert Alan BergerWells Fargo Advisors Financial Network, LLCJ.P. Morgan Securities LLC11-04-2016
Albert KrugerWells Fargo Advisors Financial Network, LLCCitigroup Global Markets Inc.$8205-14-2009
Aldo James ValenteWells Fargo Advisors Financial Network, LLCCitigroup Global Markets Inc.$21201-13-2010
Aleksey LernerWells Fargo Advisors Financial Network, LLCCitigroup Global Markets Inc.02-11-2010
Alexander Karl TrevesWells Fargo Advisors Financial Network, LLCMorgan Stanley$5005-01-2018
Alexander Steven BattWells Fargo Advisors Financial Network, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$5007-02-2019
Alexandra Eran DasilvaWells Fargo Advisors Financial Network, LLCMorgan Stanley10-28-2016
Alexsia Emmanuel SkinarakisWells Fargo Advisors Financial Network, LLCRaymond James Financial Services, Inc.03-08-2017
Allen Scott WagnerWells Fargo Advisors Financial Network, LLCJanney Montgomery Scott LLC01-08-2010
Allison Williams DanielsWells Fargo Advisors Financial Network, LLCRaymond James & Associates, Inc.06-02-2020
Amanda Arcilesi SimmonsWells Fargo Advisors Financial Network, LLCMorgan Stanley08-23-2012
Amela CulovWells Fargo Advisors Financial Network, LLCMorgan Stanley$5005-10-2018
Amy Ann HiettWells Fargo Advisors Financial Network, LLCMorgan Stanley$5007-15-2009
Andrew Charles HahnWells Fargo Advisors Financial Network, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$5007-10-2020
Andrew HahnWells Fargo Advisors Financial Network, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$6207-10-2020
Andrew John LewisWells Fargo Advisors Financial Network, LLCUBS Financial Services Inc.$15007-31-2009
Andrew Oreilly CarriganWells Fargo Advisors Financial Network, LLCMorgan Stanley08-19-2016
Andrew V VillafrancaWells Fargo Advisors Financial Network, LLCMorgan Stanley10-15-2018
Anne Elisabeth SpaineWells Fargo Advisors Financial Network, LLCMorgan Stanley$15007-15-2011
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Showing 1 to 25 of 643 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.