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

Firm Total Moves

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Recruiting Losses

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Net Gains

Firm Total Moves

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Net Losses

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Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Andrew HahnWells Fargo Advisors Financial Network, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$6207-10-2020
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
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 OConorWells Fargo Advisors Financial Network, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated03-27-2020
Matthew Riley DavisWells Fargo Advisors Financial Network, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$5003-20-2020
Frank Peter ScicchitanoWells Fargo Advisors Financial Network, LLCUBS Financial Services Inc.$5012-13-2019
Cory Dale ChambersWells Fargo Advisors Financial Network, LLCUBS Financial Services Inc.$5012-13-2019
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
Jason Edward MessineoWells Fargo Advisors Financial Network, LLCEdward Jones11-01-2019
James Neal Washington IiWells Fargo Advisors Financial Network, LLCMorgan Stanley06-27-2019
Thomas Holden HenryWells Fargo Advisors Financial Network, LLCAmeriprise Financial Services, LLC06-14-2019
Michael Anthony AnselmiWells Fargo Advisors Financial Network, LLCMorgan Stanley$1,00004-18-2019
Laura Dean Perkins MarkoffWells Fargo Advisors Financial Network, LLCMorgan Stanley01-08-2019
Andrew V VillafrancaWells Fargo Advisors Financial Network, LLCMorgan Stanley10-15-2018
John J PaganoWells Fargo Advisors Financial Network, LLCMorgan Stanley09-29-2017
Benjamin David SpikerWells Fargo Advisors Financial Network, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated09-22-2017
Michael Edward WinterWells Fargo Advisors Financial Network, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated09-22-2017
Florence Klinger BirdWells Fargo Advisors Financial Network, LLCFolger Nolan Fleming Douglas Incorporated02-06-2017
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Showing 1 to 25 of 38 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.