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
Patricia Ann MuhaWells Fargo Advisors Financial Network, LLCAmeriprise Financial Services, Inc.05-17-2018
Matthew Walter ByrneWells Fargo Advisors Financial Network, LLCBMO Capital Markets Corp.$10012-12-2018
Jeffery AtwellWells Fargo Advisors Financial Network, LLCEdward Jones$5011-29-2018
David Gregory SchlagerWells Fargo Advisors Financial Network, LLCEdward Jones$10006-15-2018
Jamie Kay CrnkovicWells Fargo Advisors Financial Network, LLCEdward Jones01-12-2018
Martin Lee RobbinsWells Fargo Advisors Financial Network, LLCFirst Command Financial Planning, Inc.$5004-05-2018
Kenneth Michael NesselroadWells Fargo Advisors Financial Network, LLCJ.P. Morgan Securities LLC10-11-2018
Glen Keith KashetskyWells Fargo Advisors Financial Network, LLCJ.P. Morgan Securities LLC$15009-21-2018
Salvatore L SaettaWells Fargo Advisors Financial Network, LLCJ.P. Morgan Securities LLC$2509-21-2018
Dathan Everett LumpkinsWells Fargo Advisors Financial Network, LLCJ.P. Morgan Securities LLC$15001-12-2018
Brian Steven GrahekWells Fargo Advisors Financial Network, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$10011-09-2018
Randall Allan GreenWells Fargo Advisors Financial Network, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$2511-09-2018
Robert Ryan SelfWells Fargo Advisors Financial Network, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated07-31-2018
Shawn Paul GresethWells Fargo Advisors Financial Network, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$5002-21-2018
Christopher Michael KellettWells Fargo Advisors Financial Network, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$5002-21-2018
Donovan Dale LaibWells Fargo Advisors Financial Network, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated02-21-2018
David Alan MoroskyWells Fargo Advisors Financial Network, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$10002-08-2018
Matt Wynn MilhollandWells Fargo Advisors Financial Network, LLCMML Investors Services, LLC08-10-2018
Mark Sean RodrickWells Fargo Advisors Financial Network, LLCMorgan Stanley$10001-11-2019
Fred JaramilloWells Fargo Advisors Financial Network, LLCMorgan Stanley$10001-11-2019
Jason Michael SprungWells Fargo Advisors Financial Network, LLCMorgan Stanley$5001-11-2019
Anthony Joseph CipollaWells Fargo Advisors Financial Network, LLCMorgan Stanley$15010-23-2018
Amela CulovWells Fargo Advisors Financial Network, LLCMorgan Stanley$5005-10-2018
David Leslie NaftzgerWells Fargo Advisors Financial Network, LLCRBC Capital Markets, LLC$5002-22-2018
Michael Kevin Mooney Jr.Wells Fargo Advisors Financial Network, LLCSiharum Advisors, LLC06-15-2018
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Showing 1 to 25 of 87 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.

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