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
Emir Culov, Amela Culov, Matthew RichardsWells Fargo AdvisorsMorgan Stanley$23005-10-2018
Salvatore Pitti, Matthew PittiWells Fargo AdvisorsMorgan Stanley$20005-03-2016
William Browne, Marc ZupicichWells Fargo AdvisorsMorgan Stanley$35005-02-2016
Jonathan H. ZuckerWells Fargo AdvisorsMorgan Stanley$10904-02-2015
Craig A. GoldbergWells Fargo AdvisorsMorgan Stanley$10404-02-2015
William Peragine, John BiondoWells Fargo AdvisorsMorgan Stanley$83009-10-2014
Norman Lev, Glen Sher, Michael JeshivaWells Fargo AdvisorsMorgan Stanley$23605-09-2014
Robert Alpert, Charles Ladenheim, Robert Fusaro, Michael MontuoriWells Fargo AdvisorsMorgan Stanley$1,00009-27-2013
Christian E. Burke, Jr., Jeff AltomariWells Fargo AdvisorsMorgan Stanley$16505-10-2013
Evan Meltzer. Edward Hill, Philip MeltzerWells Fargo AdvisorsMorgan Stanley$40003-05-2013
John DeLuca, John FabrisWells Fargo AdvisorsMorgan Stanley$24501-25-2013
Cynthia ColinWells Fargo AdvisorsMorgan Stanley$15407-17-2012
Robert Brien, Michael "Chip" Kazacos, Keith Baier, Christopher LaFountainWells Fargo AdvisorsMorgan Stanley$32002-17-2012
Richard Ranieri, David Roberts, Michael Rosenberg, Tonia DillonWells Fargo AdvisorsMorgan Stanley$54512-07-2011
Joseph JaworskiWells Fargo AdvisorsMorgan Stanley$15210-18-2011

Showing 1 to 15 of 15 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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