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

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

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Donna Marie SabbWells Fargo Advisors Financial Network, LLCCitigroup Global Markets Inc.04-17-2009
Robert Irl CahillWells Fargo Advisors Financial Network, LLCMorgan Stanley12-11-2009
Jonathan David SodenWells Fargo Advisors Financial Network, LLCMorgan Stanley$29612-11-2009
Alan Emery WhitakerWells Fargo Advisors Financial Network, LLCJanney Montgomery Scott LLC01-08-2010
Allen Scott WagnerWells Fargo Advisors Financial Network, LLCJanney Montgomery Scott LLC01-08-2010
Robert Henry JohnWells Fargo Advisors Financial Network, LLCJanney Montgomery Scott LLC01-08-2010
Thomas Martin GasbarreWells Fargo Advisors Financial Network, LLCMorgan Stanley01-12-2011
Gregory Wayne OhlWells Fargo Advisors Financial Network, LLCEdward Jones07-15-2011
Eric Troy GearyWells Fargo Advisors Financial Network, LLCLPL Financial LLC09-16-2011
John Francis ChessockWells Fargo Advisors Financial Network, LLCAmeriprise Financial Services, LLC09-19-2013
Joel Freeman KnightWells Fargo Advisors Financial Network, LLCMorgan Stanley12-04-2013
Robert Charles SweeneyWells Fargo Advisors Financial Network, LLCMorgan Stanley$5003-28-2014
David John MackinnonWells Fargo Advisors Financial Network, LLCMorgan Stanley05-01-2015
Wendy Helene BennettWells Fargo Advisors Financial Network, LLCMorgan Stanley$5011-20-2015
Vanessa Sue MccallWells Fargo Advisors Financial Network, LLCMorgan Stanley11-20-2015
Kurt James SkvarlaWells Fargo Advisors Financial Network, LLCUBS Financial Services Inc.12-02-2015
John F OrtolfWells Fargo Advisors Financial Network, LLCMorgan Stanley$6403-17-2016
James B MarcusWells Fargo Advisors Financial Network, LLCUBS Financial Services Inc.$10008-12-2016
Sanjit Singh KharaWells Fargo Advisors Financial Network, LLCUBS Financial Services Inc.08-12-2016
Eric Dylan CownieWells Fargo Advisors Financial Network, LLCMercer Allied Company, L.P.08-12-2016
Gregory Ron BowdenWells Fargo Advisors Financial Network, LLCUBS Financial Services Inc.01-10-2017
Brendan Patrick GallagherWells Fargo Advisors Financial Network, LLCEdward Jones03-24-2017
Thayer Rockwell Potter JrWells Fargo Advisors Financial Network, LLCJanney Montgomery Scott LLC$17406-16-2017
Joseph Richard AzzaraWells Fargo Advisors Financial Network, LLCAmeriprise Financial Services, LLC$5009-08-2017
Caleb Charles CrouseyWells Fargo Advisors Financial Network, LLCLincoln Financial Advisors Corporation06-20-2019
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Showing 1 to 25 of 26 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.