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
Robert Patton StansberryCutter & Company, Inc.Wells Fargo Advisors Financial Network, LLC$108-10-2018
Charles Joseph TranklerRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$5012-01-2017
Ryan Justin TinkerRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$5012-01-2017
Kenneth William GregerRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$15011-27-2017
Steven Alan SchertelRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC11-27-2017
Jeffrey Paul HollowayRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$10002-15-2017
Sean Douglas HarmanRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$15002-15-2017
Connor B AndersonEdward JonesWells Fargo Advisors Financial Network, LLC08-19-2016
Kenneth Neal GerlachPNC InvestmentsWells Fargo Advisors Financial Network, LLC03-02-2016
Dustin Daniel BrownRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC06-19-2015
Thomas Joseph HakeRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$10006-18-2015
David Harrison KinneyStifel, Nicolaus & Company, IncorporatedWells Fargo Advisors Financial Network, LLC$102-06-2015
Michael Andrew KinneyStifel, Nicolaus & Company, IncorporatedWells Fargo Advisors Financial Network, LLC02-06-2015
David Gordon MahachMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Advisors Financial Network, LLC10-08-2014
James Taylor DibbleMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Advisors Financial Network, LLC05-12-2014
Dennis Robin WalkerSignalPoint Asset Management LLCWells Fargo Advisors Financial Network, LLC08-09-2013
Jeffrey Jon SeverinLPL Financial LLCWells Fargo Advisors Financial Network, LLC07-17-2013
Michael Howard DerenskiSeverin Investments LLCWells Fargo Advisors Financial Network, LLC07-15-2013
Scott Joseph SzymulaLPL Financial LLCWells Fargo Advisors Financial Network, LLC07-15-2013
Scott Melvin BentrupLPL Financial LLCWells Fargo Advisors Financial Network, LLC07-15-2013
Glen John NessStifel, Nicolaus & Company, IncorporatedWells Fargo Advisors Financial Network, LLC$5004-05-2013
Jennifer Beth RushStifel, Nicolaus & Company, IncorporatedWells Fargo Advisors Financial Network, LLC$15004-05-2013
Joan Charmaine FisherStifel, Nicolaus & Company, IncorporatedWells Fargo Advisors Financial Network, LLC04-05-2013
Lance Raymond McintoshStifel, Nicolaus & Company, IncorporatedWells Fargo Advisors Financial Network, LLC$24904-05-2013
Michael James TuckerStifel, Nicolaus & Company, IncorporatedWells Fargo Advisors Financial Network, LLC04-05-2013
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Showing 1 to 25 of 30 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.

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