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.

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Recruiting Scoreboard (Q4 2020)

Recruiting Gains

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Recruiting Losses

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Net Gains

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Net Losses

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Ryan Wayne StullWells Fargo Clearing Services, LLCMorgan Stanley$1,00001-07-2019
Michael Patrick SchifferWells Fargo Clearing Services, LLCMorgan Stanley$2512-14-2018
Stokes Andrew BairdWells Fargo Clearing Services, LLCMorgan Stanley12-07-2018
Sugeil Milagros PerezWells Fargo Clearing Services, LLCMorgan Stanley$15012-07-2018
Jason W BostianWells Fargo Clearing Services, LLCMorgan Stanley12-07-2018
Donovan Stephen WrightWells Fargo Clearing Services, LLCMorgan Stanley12-04-2018
Trevor WetzelWells Fargo Clearing Services, LLCMorgan Stanley12-04-2018
Matthew James BiggieWells Fargo Clearing Services, LLCMorgan Stanley11-30-2018
Allen R RosenbergWells Fargo Clearing Services, LLCMorgan Stanley$10011-28-2018
William G OBrienWells Fargo Clearing Services, LLCMorgan Stanley$5011-28-2018
Ryan Andrew CulpepperWells Fargo Clearing Services, LLCMorgan Stanley$5010-26-2018
Samuel Newton Pennell JrWells Fargo Clearing Services, LLCMorgan Stanley10-26-2018
Francisco Abelardo SalaverryWells Fargo Clearing Services, LLCMorgan Stanley10-24-2018
Paul D BenderWells Fargo Clearing Services, LLCMorgan Stanley$10010-12-2018
John Joseph DAnnunzioWells Fargo Clearing Services, LLCMorgan Stanley$2510-12-2018
Shannon L LoseyWells Fargo Clearing Services, LLCMorgan Stanley$5010-02-2018
Allen Clement CrockWells Fargo Clearing Services, LLCMorgan Stanley$5009-28-2018
Stephen Joseph DonovanWells Fargo Clearing Services, LLCMorgan Stanley$10009-25-2018
Amad OwidiWells Fargo Clearing Services, LLCMorgan Stanley$5009-20-2018
David Lynn TheriaultWells Fargo Clearing Services, LLCMorgan Stanley$10009-07-2018
Romain Hubert DucasseWells Fargo Clearing Services, LLCMorgan Stanley08-30-2018
James Aloysius DiepenbrockWells Fargo Clearing Services, LLCMorgan Stanley$10008-29-2018
Mark Joseph ChapmanWells Fargo Clearing Services, LLCMorgan Stanley$10008-29-2018
Alexandra Papazian TelaroWells Fargo Clearing Services, LLCMorgan Stanley08-29-2018
Joleen Ann ChristineWells Fargo Clearing Services, LLCMorgan Stanley08-24-2018
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Showing 1 to 25 of 29 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.