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
Fred BurkeRaymond JamesInvest Financial$14105-31-2017
Steve EnglishRaymond JamesInvest Financial$6005-31-2017
Cathy ReedBank of America Merrill LynchJ.P. Morgan Securities LLC$11305-31-2017
Sandy Martin, Kirsty WalkerRaymond JamesBank of America Merrill Lynch$11005-30-2017
Nathan Sanders Voya Financial Advisors, Inc.Wells Fargo Advisors$16005-30-2017
Fernando NicolauBank of America Merrill LynchJ.P. Morgan Securities LLC$1,00005-30-2017
Gary Cook, Kristina Daniel, Beth DeckerRaymond JamesBank of America Merrill Lynch$24005-25-2017
Patrick Guinet, Hung Nguyen, Casey BartelsGuardian Financial PartnersWells Fargo Advisors$18005-24-2017
Steven Friedman, Jeremy Friedman Raymond JamesWells Fargo Advisors$13005-23-2017
Tom Parker, Patrick Dugan, Paul SpencerHightower AdvisorsBank of America Merrill Lynch$16005-22-2017
Jeff Holloway, Sean Harman, Betty Wilson, Amanda Miller, Whitney ScobeeRaymond JamesWells Fargo Advisors$27505-18-2017
June Strunk, Shane OJanney Montgomery ScottMorgan Stanley Wealth Management$30005-18-2017
Eric Jacobsen, Lanny NebekerCommonwealth Financial NetworkSignator Investors$15005-17-2017
Ken Robbins, Kathy RoshayRaymond JamesD.A. Davidson & Co.$17705-17-2017
Jason WeaverPurshe Kaplan Sterling InvestmentsAmeriprise Financial$22505-17-2017
Jeffrey TolbertRobert W. Baird & Co.UBS Financial Services$17805-16-2017
Richard GrobmanRaymond JamesOppenheimer$42005-15-2017
Donna KaneStifel Nicolaus & Co.UBS Financial Services$10505-12-2017
Michael EdmondsonIndependent Advisor AllianceWells Fargo Advisors$12005-11-2017
Mark PojednicRaymond JamesWells Fargo Advisors$19405-11-2017
Kirk KolligianJanney Montgomery ScottBank of America Merrill Lynch$14405-11-2017
Michael Miremadi, Christopher Heintz, Teresa UzetaUBS Financial ServicesBank of America Merrill Lynch$20005-05-2017
Marcelo Poliak, Pablo Gherardi, Guillermo Guerra, Nicholas CoubroughJefferiesWells Fargo Advisors$1,50005-05-2017
Ali MandalinciRaymond JamesUBS Financial Services$13005-04-2017
Steve Victor, Lisa FourakerJanney Montgomery ScottRBC Wealth Management$17505-04-2017
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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.