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Advisers on the Move - InvestmentNews

Advisers on the Move TEST

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.

Recruiting Scoreboard (Q2 2020)

Recruiting Gains

Firm Total Moves

See all firms ranked by total gains

Recruiting Losses

Firm Total Moves

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Net Gains

Firm Total Moves

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Net Losses

Firm Total Moves

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Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Adam Michael LeachWells Fargo Advisors Financial Network, LLCInvestment Centers of America, Inc.$1004-27-2015
Benjamin P WrightWells Fargo Advisors Financial Network, LLCMorgan Stanley04-19-2013
Boyd Parks BarnhardtWells Fargo Advisors Financial Network, LLCAlight Financial Solutions, LLC07-06-2017
Calvin David JonesWells Fargo Advisors Financial Network, LLCMorgan Stanley$10003-10-2011
Charles Edward ThompsonWells Fargo Advisors Financial Network, LLCMorgan Stanley$1002-11-2011
Donald Allen WalesWells Fargo Advisors Financial Network, LLCWells Fargo Advisors Financial Network, LLC07-03-2012
Gordon Michael McCayWells Fargo Advisors Financial Network, LLCFidelity Brokerage Services LLC10-25-2017
Huntre Basnight ColemanWells Fargo Advisors Financial Network, LLCWoodmen Financial Services, Inc.12-05-2018
James Davidson HenryWells Fargo Advisors Financial Network, LLCAmeriprise Financial Services, LLC10-26-2016
Jarrod Lee KeenWells Fargo Advisors Financial Network, LLCMorgan Stanley$15003-10-2011
Michael Lee AllisonWells Fargo Advisors Financial Network, LLCGreenwood Capital Associates, LLC12-05-2016
Michael Roy RemediosWells Fargo Advisors Financial Network, LLCMorgan Stanley$5003-10-2011
Timothy Irving Bullard Jr.Wells Fargo Advisors Financial Network, LLCMorgan Stanley$2509-03-2010
Zachary H. HullWells Fargo Advisors Financial Network, LLCUBS Financial Services Inc.02-26-2014

Showing 1 to 14 of 14 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.