Sponsored By

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.

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Robert L. GormanRobert W. Baird & Co.Morgan Stanley Wealth Management$21005-26-2015
Bob Brandenberger, Billy BrandenbergerRBC Wealth ManagementSouthwest Securities$22505-21-2015
John Mirsepahi Bank of America Merrill LynchMorgan Stanley Wealth Management$005-19-2015
Barbara J. Cummings, Robert H. Kjellman, Carl J. YoungWilliam Blair & Co.BP Wealth Management$005-19-2015
Randy ScritchfieldSecurities AmericaH. Beck, Inc.$11505-19-2015
Mark McCormack, Gary Guglielmello, Eric Riggin, Anthony Lopopolo, Gary Holland, Aaron KohlVoya Financial AdvisorsAmeriprise Financial$32305-19-2015
James F. King, Jr., Tony KellyCommonwealth Financial NetworkLPL Financial$10805-18-2015
Stephen Smith, Elizabeth Schrock Stifel Nicolaus & Co.Morgan Stanley Wealth Management$14705-14-2015
P. David SolimanLPL FinancialJPMorgan Chase & Co.$17505-14-2015
Laurence M. Braunstein, Jordan BraunsteinJanney Montgomery ScottMorgan Stanley Wealth Management$005-14-2015
Scott Upham, Odette Galli, John Duffy Dynasty Financial PartnersAmeriprise Financial; LPL Financial $005-14-2015
Lee Turmail, Jesse MilesWells Fargo AdvisorsMorgan Stanley Wealth Management$12005-12-2015
Munther "Mike" Abdallah, Rick SofiakWells Fargo AdvisorsMorgan Stanley Wealth Management$10005-12-2015
Mark Cross, Chris Caldwell, Jason NortonIntegrated Financial GroupWells Fargo Advisors$9105-12-2015
Steven KouryWaddell and ReedJPMorgan Chase & Co.$6005-12-2015
Craig VentoWaddell and ReedJPMorgan Chase & Co.$5405-12-2015
Jimena HailsMorgan Stanley Wealth ManagementHSBC Private Bank$20005-08-2015
Greg Fullmer, Daniel Hawkins, Douglas DyakonMorgan Stanley Wealth ManagementUBS Financial Services$1,30005-08-2015
Phil Hanna, Jr., Brent SternMorgan Stanley Wealth ManagementUBS Financial Services$13005-08-2015
Chip HutchisonIndependent Advisor AllianceInvest Financial$9005-07-2015
Todd CurryIndependent Advisor AllianceLincoln Financial$6505-07-2015
Kraig Kerr, Michael LarleeD.A. Davidson & Co.Bank of America Merrill Lynch$35005-07-2015
Jeffrey M. Collins, Brien KrankRaymond JamesMorgan Stanley Wealth Management$35005-07-2015
Jeremy Strickler, Robin ErnstWells Fargo AdvisorsRaymond James$13905-05-2015
Dennis P. BarbaWells Fargo AdvisorsUBS Financial Services$17505-05-2015
Next Page »

Showing 1 to 25 of 1,731 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15

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.