Advisers on the Move

Track the latest teams of advisers and brokers who are changing firms and view recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

For production and additional details, click on adviser(s) name for full profile.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Vincent MorrisTriad AdvisorsLPL Financial $4,00002-23-2017
Kirby Webb360 Wealth ManagementEdward Jones$9802-23-2017
Frank Hibbard, Amy RosaSteward Partners Global AdvisoryMorgan Stanley Wealth Management$14002-21-2017
Angela Helmus-O'Brien, Travis Hadwin, Todd SeymourSteward Partners Global AdvisoryMorgan Stanley Wealth Management$27002-21-2017
Todd HoffmanSteward Partners Global AdvisoryMorgan Stanley Wealth Management$28002-21-2017
Jeffery Kelly, Brian WohlnerHightower AdvisorsUBS Financial Services$16002-21-2017
Brian BuckleyDynasty Financial PartnersMorgan Stanley Wealth Management$60002-17-2017
McCall McGuireProspera Financial ServicesSummit Brokerage Services$7302-15-2017
Todd Sherman, Michael Francisco, Brian Baskin, Denise Donahue, Donna Vickers, Katherine WrightRaymond JamesMorgan Stanley Wealth Management$46002-13-2017
Mark Wielinga, Rosario PetrizzoStifel Nicolaus & Co.RBC Wealth Management$18002-13-2017
Paul L. FeinsteinFirst Republic SecuritiesUBS Financial Services$45002-10-2017
Travis GodleyProspera Financial ServicesUBS Financial Services$15302-09-2017
Levi McMellianFocus Financial PartnersCFO4Life$80002-07-2017
Brian ButlerLPL Financial J.P. Morgan Securities LLC$7002-06-2017
Kevin ClouseRBC Wealth ManagementMorgan Stanley Wealth Management$11001-30-2017
David Lautz, Francisco MalfavonSnowden Lane PartnersWells Fargo Advisors$12501-23-2017
William Troy Neat, Jason Redpath, Steven SpaethMorgan Stanley Wealth ManagementBank of America Merrill Lynch$60201-20-2017
Larry Rothenberg, Shaun Van Vliet, David FarberFirst Republic SecuritiesBank of America Merrill Lynch$1,30001-20-2017
Brandon HaaseSteward Partners Global AdvisoryRBC Wealth Management$9801-20-2017
Alexandra KochSteward Partners Global AdvisoryMorgan Stanley Wealth Management$9801-20-2017
Uwe Schweikert, Doug Weaver, Doug Wheeler, Tom Storrie, Calvin Brown, Phil WinsteadCommonwealth FinancialAmeriprise Financial$28501-20-2017
Ira Friedman, Andrew SallisMorgan Stanley Wealth ManagementBank of America Merrill Lynch$36001-20-2017
Ron CarsonCeteraLPL Financial $2,60001-19-2017
Stephen LuzKestra FinancialJ.P. Morgan Securities LLC$13001-19-2017
Chad CollinsKestra FinancialWells Fargo Advisors$11001-19-2017
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Showing 1 to 25 of 2,616 entries

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Disclaimer: The moves in this database come from a number of sources: InvestmentNews and other media reports, press releases, and direct submissions that have been reviewed by InvestmentNews. Any corrections, updates or clarifications should be e-mailed directly to the IN staff.