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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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Zoran VazWells Fargo Clearing Services, LLCDavid Lerner Associates, Inc.$11111-10-2011
Zoran Johanan VazWells Fargo Clearing Services, LLCDavid Lerner Associates, Inc.$5011-04-2011
Zimbabwe Malik BarnesWells Fargo Clearing Services, LLCJ.P. Morgan Securities LLC12-14-2018
Zhongguang ChenWells Fargo Clearing Services, LLCJ.P. Morgan Securities LLC10-01-2015
Zeyn AliWells Fargo Clearing Services, LLCBBVA Securities Inc.09-16-2014
Zemetria SandersWells Fargo Clearing Services, LLCEdward Jones03-20-2014
Zelda K BensonWells Fargo Clearing Services, LLCAmeriprise Financial Services, LLC$10010-16-2014
Zeiry Yannuen BarillasWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated09-28-2017
Zackary John LechnerWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated02-16-2017
Zachery Daniel EdwardsWells Fargo Clearing Services, LLCEdward Jones11-13-2015
Zachary W TraceyWells Fargo Clearing Services, LLCLincoln Financial Securities Corporation09-24-2015
Zachary Tyler KlemerWells Fargo Clearing Services, LLCThrivent Investment Management Inc.01-25-2019
Zachary T YaklinWells Fargo Clearing Services, LLCDeutsche Bank Securities Inc.02-09-2017
Zachary Stuart AshbeeWells Fargo Clearing Services, LLCMorgan Stanley$10005-31-2012
Zachary Scott BohannonWells Fargo Clearing Services, LLCNorthwestern Mutual Investment Services, LLC10-11-2019
Zachary Oliver ScogginWells Fargo Clearing Services, LLCJanus Henderson Distributors04-04-2017
Zachary Nolan HoyleWells Fargo Clearing Services, LLCMorgan Stanley$2510-03-2011
Zachary Mason GatesWells Fargo Clearing Services, LLCJ.P. Morgan Securities LLC11-03-2014
Zachary Josef RoweWells Fargo Clearing Services, LLCHornor, Townsend & Kent, LLC06-17-2019
Zachary John Van BlakeWells Fargo Clearing Services, LLCForesters Financial Services, Inc.06-04-2012
Zachary H TasherWells Fargo Clearing Services, LLCMorgan Stanley$1,00003-29-2010
Zachary Dean GladenWells Fargo Clearing Services, LLCRaymond James & Associates, Inc.$5009-12-2014
Zachary David HerringWells Fargo Clearing Services, LLCM&T Securities, Inc.09-20-2017
Zachary Brown GoinsWells Fargo Clearing Services, LLCMML Investors Services, LLC11-07-2018
Zachary Blackwell RitcheyWells Fargo Clearing Services, LLCCetera Advisor Networks LLC10-08-2019
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Showing 1 to 25 of 5,870 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.