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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Alan S SamahaMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley09-27-2013
Alison Patricia ScavoneWells Fargo Clearing Services, LLCMorgan Stanley$5008-15-2014
Andrew Boris SalakFiduciary Investment Advisors, LLCMorgan Stanley12-24-2014
Anthony Bavedas Jr.Wells Fargo AdvisorsMorgan Stanley$10905-17-2013
Anthony John Bavedas Jr.Wells Fargo Clearing Services, LLCMorgan Stanley$5005-17-2013
Arnel Collantes GonzalesAmeriprise Financial Services, Inc.Morgan Stanley06-19-2009
Braeden Keith ZieglerCitigroup Global Markets Inc.Morgan Stanley05-26-2017
Brian Francis KelaherMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley11-30-2012
Brian Joseph BelloWells Fargo Clearing Services, LLCMorgan Stanley$4402-20-2019
Brian Joseph PisacichMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley$5006-29-2012
Brian P ScanlonWells Fargo Clearing Services, LLCMorgan Stanley$15002-20-2019
Charles B CrillyCommonwealth Financial NetworkMorgan Stanley$5006-05-2014
Charles B. McManus IIIWells Fargo Clearing Services, LLCMorgan Stanley$5008-29-2013
Charles D. DayUBS Financial Services Inc.Morgan Stanley$18109-24-2014
Charles Dara DayUBS Financial Services Inc.Morgan Stanley$2509-24-2014
Christine Marie TelescoOppenheimer & Co. Inc.Morgan Stanley$2505-14-2010
Christopher Alan SelkeWells Fargo Clearing Services, LLCMorgan Stanley04-22-2016
Christopher DillonAmeriprise Financial Services, Inc.Morgan Stanley09-30-2011
Christopher Edward RuppRaymond James Financial Services, Inc.Morgan Stanley$10006-15-2018
Christopher Francis EckertUBS Financial Services Inc.Morgan Stanley$5010-17-2014
Christopher Francis HalotekRaymond James & Associates, Inc.Morgan Stanley$1,00002-23-2018
Christopher J Parker Jr.UBS Financial Services Inc.Morgan Stanley$10007-23-2010
Christopher Johnston SawchWells Fargo Advisors Financial Network, LLCMorgan Stanley$10010-28-2016
Craig Frederick BuhrendorfRaymond James Financial Services, Inc.Morgan Stanley$2506-29-2009
Daniel Francis DonatoAmeriprise Financial Services, Inc.Morgan Stanley$5003-16-2012
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Showing 1 to 25 of 125 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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