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)

Recruiting Gains

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Recruiting Losses

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Net Gains

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Net Losses

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Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Thomas Eugene CriderWells Fargo Advisors Financial Network, LLCCitigroup Global Markets Inc.10-09-2014
Joshua Holden TurleyWells Fargo Advisors Financial Network, LLCCitigroup Global Markets Inc.$5010-09-2014
Steffan Hasso HagendorfWells Fargo Advisors Financial Network, LLCCitigroup Global Markets Inc.03-11-2010
John Alan PomeroyWells Fargo Advisors Financial Network, LLCCitigroup Global Markets Inc.$2502-26-2010
Danny ShumWells Fargo Advisors Financial Network, LLCCitigroup Global Markets Inc.02-19-2010
Joseph John MatovickWells Fargo Advisors Financial Network, LLCCitigroup Global Markets Inc.$5002-11-2010
Aleksey LernerWells Fargo Advisors Financial Network, LLCCitigroup Global Markets Inc.02-11-2010
Steven Matthew KavallWells Fargo Advisors Financial Network, LLCCitigroup Global Markets Inc.02-11-2010
Oscar Luis ManriqueWells Fargo Advisors Financial Network, LLCCitigroup Global Markets Inc.02-11-2010
Bret GallinWells Fargo Advisors Financial Network, LLCCitigroup Global Markets Inc.01-29-2010
Aldo James ValenteWells Fargo Advisors Financial Network, LLCCitigroup Global Markets Inc.$21201-13-2010
Nelson Pereira MartinsWells Fargo Advisors Financial Network, LLCCitigroup Global Markets Inc.01-13-2010
Stavros SpuccesWells Fargo Advisors Financial Network, LLCCitigroup Global Markets Inc.01-12-2010
Solomon ChemoWells Fargo Advisors Financial Network, LLCCitigroup Global Markets Inc.$1,00005-15-2009
Eugene Han Jin PakWells Fargo Advisors Financial Network, LLCCitigroup Global Markets Inc.05-15-2009
Albert KrugerWells Fargo Advisors Financial Network, LLCCitigroup Global Markets Inc.$8205-14-2009
Christopher LeavayWells Fargo Advisors Financial Network, LLCCitigroup Global Markets Inc.05-14-2009
David Donn AlspachWells Fargo Advisors Financial Network, LLCCitigroup Global Markets Inc.$5005-08-2009
Donna Marie SabbWells Fargo Advisors Financial Network, LLCCitigroup Global Markets Inc.04-17-2009
George Timothy AdamsWells Fargo Advisors Financial Network, LLCCitigroup Global Markets Inc.$15004-17-2009
Michael Joseph CowanWells Fargo Advisors Financial Network, LLCCitigroup Global Markets Inc.04-16-2009
Mark Alan ChurchillWells Fargo Advisors Financial Network, LLCCitigroup Global Markets Inc.$2504-03-2009

Showing 1 to 22 of 22 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.