Advisers on the Move TEST

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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Latest moves

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Blane Christopher TierneyCoastal Equities, Inc.Wells Fargo Advisors Financial Network, LLC$2510-16-2018
Bradley Joel SandersTriad Advisors LLCWells Fargo Advisors Financial Network, LLC$10010-31-2018
Brian Daniel HaehlAmeriprise Financial Services, LLCWells Fargo Advisors Financial Network, LLC10-12-2018
Brian Douglas McCarverTriad Advisors LLCWells Fargo Advisors Financial Network, LLC10-15-2018
Christian Raymond GarcesCoastal Equities, Inc.Wells Fargo Advisors Financial Network, LLC10-16-2018
Christopher D. WernerCommonwealth Financial NetworkWells Fargo Advisors Financial Network, LLC$2501-02-2019
Clay Wallace HersheyLPL Financial LLCWells Fargo Advisors Financial Network, LLC12-19-2018
Daniel Bryan RohlfingPrivate Client Services, LLCWells Fargo Advisors Financial Network, LLC$18910-15-2018
David Anthony WeberRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC01-04-2019
David Lee KoppLPL Financial LLCWells Fargo Advisors Financial Network, LLC$5011-08-2018
Edward Camden WerntzLPL Financial LLCWells Fargo Advisors Financial Network, LLC12-19-2018
Eric Robert FishmanCoastal Equities, Inc.Wells Fargo Advisors Financial Network, LLC$10010-12-2018
Frank Michael CalabreseCoastal Equities, Inc.Wells Fargo Advisors Financial Network, LLC$5010-12-2018
Gregory Allen CooperRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC10-22-2018
James Donald AbagisCantella & Co., Inc.Wells Fargo Advisors Financial Network, LLC11-06-2018
Jeffrey Ryan KlineTriad Advisors LLCWells Fargo Advisors Financial Network, LLC$5010-31-2018
Jesse Dean RuppMiller Wealth ManagementWells Fargo Advisors Financial Network, LLC01-05-2019
Joel David OrrisCoastal Investment AdvisorsWells Fargo Advisors Financial Network, LLC$5010-15-2018
Jonathan Scott FreemanTriad Advisors LLCWells Fargo Advisors Financial Network, LLC$50010-31-2018
Kristopher Joseph KorziTriad Hybrid Solutions, LLCWells Fargo Advisors Financial Network, LLC11-01-2018
Lemuel Benton MontgomeryLPL Financial LLCWells Fargo Advisors Financial Network, LLC$2512-14-2018
Michael George CeratoCantella & Co., Inc.Wells Fargo Advisors Financial Network, LLC$10011-06-2018
Paul Andrew SchmitzRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$15001-11-2019
Richard Anthony FloraCoastal Equities, Inc.Wells Fargo Advisors Financial Network, LLC$15010-16-2018
Richard Lee Toelle Jr.Raymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$5011-01-2018
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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.