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
Alfred Charles Macaluso IIWells Fargo Advisors Financial Network, LLCWells Fargo Clearing Services, LLC08-10-2018
Arthur Henry Renier IIIWells Fargo Advisors Financial Network, LLCWells Fargo Clearing Services, LLC$10001-04-2019
Benjamin Moshe LeshemWells Fargo Advisors Financial Network, LLCWells Fargo Clearing Services, LLC$1,00006-05-2019
Blake Matheson MierWells Fargo Advisors Financial Network, LLCWells Fargo Clearing Services, LLC12-11-2015
Bradley Allen CordesWells Fargo Advisors Financial Network, LLCWells Fargo Clearing Services, LLC$17206-07-2019
Craig WeeksWells Fargo Advisors Financial Network, LLCBMO Harris Financial Advisors, Inc.$7410-14-2016
David Clinton HillWells Fargo Advisors Financial Network, LLCEdward Jones05-29-2009
Edward John Rusnak Jr.Wells Fargo Advisors Financial Network, LLCAmeriprise Financial Services, Inc.09-23-2011
Eric Thomas BreunigWells Fargo Advisors Financial Network, LLCWells Fargo Clearing Services, LLC01-03-2019
Gene Patrick BeckerWells Fargo Advisors Financial Network, LLCWells Fargo Clearing Services, LLC$1,00003-16-2018
George Lynn KunkleWells Fargo Advisors Financial Network, LLCWells Fargo Clearing Services, LLC$15011-08-2013
Jacob GrantWells Fargo Advisors Financial Network, LLCWells Fargo Clearing Services, LLC06-04-2019
John Walter WittWells Fargo Advisors Financial Network, LLCUBS Financial Services Inc.06-01-2016
Jordan Alan ParrWells Fargo Advisors Financial Network, LLCScottrade, Inc.10-25-2017
Judith Niksich FurjanicWells Fargo Advisors Financial Network, LLCWells Fargo Clearing Services, LLC$2508-07-2015
Katie Marie MillarWells Fargo Advisors Financial Network, LLCEdward Jones$2510-12-2012
Larry Bruce Loethen Jr.Wells Fargo Advisors Financial Network, LLCEdward Jones02-09-2011
Larry Wayne WilsonWells Fargo Advisors Financial Network, LLCWells Fargo Clearing Services, LLC12-09-2011
Micah Edward NathanWells Fargo Advisors Financial Network, LLCWells Fargo Clearing Services, LLC$2506-06-2019
Michael Edward PageWells Fargo Advisors Financial Network, LLCWells Fargo Clearing Services, LLC$1007-05-2013
Michael John VerhulstWells Fargo Advisors Financial Network, LLCUBS Financial Services Inc.11-11-2013
Michael Patrick Tison, David Joseph FryWells Fargo Advisors Financial Network, LLCRaymond James Financial Services, Inc.$5002-27-2015
Patrick Dean LampeWells Fargo Advisors Financial Network, LLCWells Fargo Clearing Services, LLC12-09-2011
Patrick S. O'ConnorWells Fargo Advisors Financial Network, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$5009-23-2011
Ralph Dennis Lynch Jr., Maureen Louise McPeekWells Fargo Advisors Financial Network, LLCMorgan Stanley$15005-17-2013
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Showing 1 to 25 of 32 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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