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
Mark Bryan LewisStifel, Nicolaus & Company, IncorporatedMerrill Lynch, Pierce, Fenner & Smith Incorporated04-22-2009
James Scott SalmonStifel, Nicolaus & Company, IncorporatedMerrill Lynch, Pierce, Fenner & Smith Incorporated06-02-2009
Angela Marie LyonsStifel, Nicolaus & Company, IncorporatedCetera Investment Services LLC09-17-2012
Jeffrey Michael Wirth Sr.Stifel, Nicolaus & Company, IncorporatedWells Fargo Advisors Financial Network, LLC04-05-2013
Traci Lynn MurrayStifel, Nicolaus & Company, IncorporatedU.S. Bancorp Investments, Inc.$2505-05-2016
Gary Philip TribbleStifel, Nicolaus & Company, IncorporatedUBS Financial Services Inc.$5007-13-2016
John Michael PerryStifel, Nicolaus & Company, IncorporatedCity Securities Corporation$25002-28-2017
Tony Urdes, Bianca UrdesStifel, Nicolaus & Company, IncorporatedUBS Financial Services Inc. Inc.$30004-20-2018
Kenneth David MillerStifel, Nicolaus & Company, IncorporatedUBS Financial Services Inc.$15004-20-2018
Hobart MarliaveStifel, Nicolaus & Company, IncorporatedWells Fargo Advisors$4308-27-2018
Perry StannardStifel, Nicolaus & Company, IncorporatedWells Fargo Advisors$3408-28-2018
Jason Bruce YaegerStifel, Nicolaus & Company, IncorporatedUmpqua Investments, Inc.$15006-10-2019
Scott Witham Stifel, Nicolaus & Company, IncorporatedEdward Jones$4108-15-2019

Showing 1 to 13 of 13 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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