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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Edward John Rusnak JrWells Fargo Advisors Financial Network, LLCAmeriprise Financial Services, LLC$5009-23-2011
Craig WeeksWells Fargo Advisors Financial Network, LLCBMO Harris Financial Advisors, Inc.$7410-14-2016
R Kim CarsonWells Fargo Advisors Financial Network, LLCEdward Jones$2512-09-2019
Karlie CoffeyWells Fargo Advisors Financial Network, LLCEdward Jones11-13-2017
Katie MillarWells Fargo Advisors Financial Network, LLCEdward Jones$3210-12-2012
Larry Bruce Loethen JrWells Fargo Advisors Financial Network, LLCEdward Jones$10002-09-2011
David Clinton HillWells Fargo Advisors Financial Network, LLCEdward Jones$10005-29-2009
Robert William Bertog JrWells Fargo Advisors Financial Network, LLCEquitable Advisors, LLC01-03-2017
Robert John DombrowskiWells Fargo Advisors Financial Network, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated10-01-2020
Patrick S OConnorWells Fargo Advisors Financial Network, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$2509-23-2011
James Bernard CannanWells Fargo Advisors Financial Network, LLCMorgan Stanley$23008-26-2016
Ralph Dennis Lynch JrWells Fargo Advisors Financial Network, LLCMorgan Stanley$15005-17-2013
Maureen Louise McpeekWells Fargo Advisors Financial Network, LLCMorgan Stanley$37005-17-2013
Jayson R PociusWells Fargo Advisors Financial Network, LLCPNC Investments$15008-29-2019
Michael B TursiWells Fargo Advisors Financial Network, LLCPNC Investments08-29-2019
Michael Patrick TisonWells Fargo Advisors Financial Network, LLCRaymond James Financial Services, Inc.$10002-27-2015
David Joseph FryWells Fargo Advisors Financial Network, LLCRaymond James Financial Services, Inc.02-27-2015
Jordan Alan ParrWells Fargo Advisors Financial Network, LLCScottrade, Inc.10-25-2017
John Walter WittWells Fargo Advisors Financial Network, LLCUBS Financial Services Inc.06-01-2016
Michael John VerhulstWells Fargo Advisors Financial Network, LLCUBS Financial Services Inc.11-11-2013

Showing 1 to 20 of 20 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.