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
Joel David OrrisCoastal Equities, Inc.Wells Fargo Advisors Financial Network, LLC$5010-16-2018
Jeffrey Donald LottUnited Planners' Financial Services of America A Limited PartnerWells Fargo Advisors Financial Network, LLC$10009-14-2018
Michael Stanley MarionUnited Planners' Financial Services of America A Limited PartnerWells Fargo Advisors Financial Network, LLC$5009-14-2018
Brian Scott FisherCommonwealth Financial NetworkWells Fargo Advisors Financial Network, LLC$5005-18-2018
Benjamin Todd AlexanderRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$105-03-2018
Howard Jay SheckmanRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$1303-01-2018
David Jason GarberRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$5001-16-2018
Jason Ray WeberRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$3901-16-2018
Scott C KonwinskiLPL Financial LLCWells Fargo Advisors Financial Network, LLC$111-10-2017
Brian Gregory LongAmeriprise Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC10-23-2017
Christopher Joseph KoningAmeriprise Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC10-23-2017
Eli Todd RebichAmeriprise Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$15010-23-2017
Fonda Erin MarkleyCetera Advisor Networks LLCWells Fargo Advisors Financial Network, LLC$109-22-2017
Timothy Mark WeishornLPL Financial LLCWells Fargo Advisors Financial Network, LLC03-13-2017
Danielle Hope FlickingerRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC03-01-2017
Joseph Francis Mahoney Jr.Raymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$1003-01-2017
Paul David HeffelfingerRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$5003-01-2017
Wade G WilliamsRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$103-01-2017
Anthony Louis Disalvo IIICambridge Investment Research, Inc.Wells Fargo Advisors Financial Network, LLC$110-18-2016
Bradford Davis Alliger Sr.Raymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$5010-05-2016
Darin Michael KossRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$10011-10-2015
James Jay Thomas Jr.Raymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$111-10-2015
Jared Furman KohlRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC11-10-2015
Charles Daniel DomerEcon Wealth ManagementWells Fargo Advisors Financial Network, LLC10-08-2015
Steven Richard EconomopoulosEcon Wealth ManagementWells Fargo Advisors Financial Network, LLC10-08-2015
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Showing 1 to 25 of 42 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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