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

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Nancy K. MellonMorgan StanleyWells Fargo Advisors$6508-17-2012
Caleb KennedyLPL Financial LLC LLCWells Fargo Advisors$7908-03-2015
Avery Wilkins, Michael CoxMorgan StanleyWells Fargo Advisors$8401-24-2012
Thomas McDonaldFifth Third SecuritiesWells Fargo Advisors$9905-15-2012
Steven M. PolkEdward JonesWells Fargo Advisors$10604-16-2015
Jack LobiancoUBS Financial Services Inc. Inc.Wells Fargo Advisors$10907-09-2012
Daniel Gilham, Daniel WoodsMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Advisors$11604-19-2012
Lee Turmail, Jesse MilesMorgan StanleyWells Fargo Advisors$12004-02-2015
James Tate, Kelley TateMorgan StanleyWells Fargo Advisors$13107-10-2015
Bill Gear, Ben BuchananMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Advisors$16007-01-2014
Robert McMannMorgan StanleyWells Fargo Advisors$16303-15-2013
Jeff Drowos, Bryan DrowosMorgan StanleyWells Fargo Advisors$19806-29-2012
Stephen LawrenceNorthern TrustWells Fargo Advisors$24008-05-2010
Rajeev Dhillon, Joseph LeskoJPMorgan Chase & Co.Wells Fargo Advisors$25309-21-2016
Richard Meadows, Paul Seifert, Micheal FettigMorgan StanleyWells Fargo Advisors$26604-16-2013
Chris Jones, Dan HoffeJPMorgan Chase & Co.Wells Fargo Advisors$28007-04-2016
Louis V. Walsh IVUBS Financial Services Inc. Inc.Wells Fargo Advisors$28707-29-2013
Ronald Perry, John Perry, Robin JohnsonMorgan StanleyWells Fargo Advisors$30009-11-2015
Jennifer SulemanMorgan StanleyWells Fargo Advisors$30003-02-2012
Julian Rodrigo Soto and Santiago OcampoJefferiesWells Fargo Advisors$40007-14-2017
Michael Landsberg, Lewis Bennett, Anthony DubbanehMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Advisors$49306-19-2012
Alejandro Triana, Christopher Murrle, Carlos SaitcevskyCitigroupWells Fargo Advisors$60009-30-2016
Miguel Monnichmeyer, Oscar GonzalezHSBC Private BankWells Fargo Advisors$80009-18-2017
Christopher HillJPMorgan Chase & Co.Wells Fargo Advisors$2,00009-03-2015

Showing 1 to 24 of 24 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.


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