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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Cheryl Jean GruetzmacherBalboa Wealth Partners, Inc.Wells Fargo Clearing Services, LLC08-08-2016
Thomas Edward KerleyPleroma Investment CorporationWells Fargo Clearing Services, LLC07-13-2016
Anatoly VildermanCUSO Financial Services, L.P.Wells Fargo Clearing Services, LLC07-12-2016
Mark Evan ToumajianMorgan StanleyWells Fargo Clearing Services, LLC$2507-07-2016
Nadia AntiiWells Fargo Advisors Financial Network, LLCWells Fargo Clearing Services, LLC07-07-2016
Karl Joseph DrillingWestern International Securities, Inc.Wells Fargo Clearing Services, LLC07-01-2016
Debra Susan NygaardStifel, Nicolaus & Company, IncorporatedWells Fargo Clearing Services, LLC$2506-30-2016
Suren AyrapetyanNYLIFE Securities LLCWells Fargo Clearing Services, LLC06-27-2016
Fernando J. CarrilloMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC$5006-21-2016
Darrin Michael ConradLPL Financial LLCWells Fargo Clearing Services, LLC$9206-13-2016
Mark Bryant RuyleMorgan StanleyWells Fargo Clearing Services, LLC06-09-2016
Ismael RomeroMML Investors Services, LLCWells Fargo Clearing Services, LLC06-09-2016
David Song DengU.S. Bancorp Investments, Inc.Wells Fargo Clearing Services, LLC06-08-2016
Suhrob Rustamovich KaharovJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC06-07-2016
Dominic Lawrence RepettiRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$15005-27-2016
Kevin Ray McFarlandRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$10005-27-2016
Damon Eugene DelilloRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC05-27-2016
Neelab NaibkhylRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC05-27-2016
Michael James RozovicsRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC05-27-2016
Nicholas T. AlmasovBancWest Investment Services, Inc.Wells Fargo Clearing Services, LLC05-26-2016
Fredric S. Bayles IIIMorgan StanleyWells Fargo Clearing Services, LLC05-20-2016
Ohan ChorekchyanMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC05-13-2016
Thomas George SandkampLPL Financial LLCWells Fargo Clearing Services, LLC$5005-12-2016
William Wright AustinAmeriprise Financial Services, Inc.Wells Fargo Clearing Services, LLC$5005-02-2016
Brett Alan SchroederStifel, Nicolaus & Company, IncorporatedWells Fargo Clearing Services, LLC$15004-29-2016
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Showing 251 to 275 of 568 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.

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