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
Stewart OldfieldDeutsche BankCredit Suisse Wealth Services$011-12-2014
Charles WalkerDeutsche BankCitigroup$011-12-2014
Heather KirbyDeutsche BankCitigroup$011-12-2014
Kevin D. LaurieDeutsche BankBarclays$011-10-2014
Clay Skurdal, Brent Lee, Brion NorbyLebenthal Wealth AdvisorsConcert Wealth Management; TruWealth Financial$011-04-2014
Tad SingerSmith Hayes Cos.Carson Wealth Management Group$010-03-2014
Steven WilburSmith Hayes Cos.Carson Wealth Management Group$010-03-2014
Phil McBrideAllen Capital GroupCarson Wealth Management Group$010-03-2014
Thomas A. ParksAnnex Wealth ManagementMML Investors Services$009-30-2014
Joseph P. MontanaCCR Wealth ManagementAlliance Benefit Group$009-16-2014
Thomas A. MartinGLOBALT InvestmentsGenSpring Family Offices$009-16-2014
David StarkerJ.P. Morgan Securities LLCCredit Suisse Wealth Services$009-11-2014
Matthew Kutcher, Bryan DeFrancesJ.P. Morgan Securities LLCCredit Suisse Wealth Services$009-11-2014
Roy Apple, Anthony Rizzo, Jeremy Schneider, Kevin Gai J.P. Morgan Securities LLCDeutsche Bank$009-11-2014
John DelehantyJ.P. Morgan Securities LLCCredit Suisse Wealth Services$009-11-2014
Evan Schottenstein J.P. Morgan Securities LLCMorgan Stanley Wealth Management$009-11-2014
Antonio J.P. Morgan Securities LLCWells Fargo Advisors$009-11-2014
Shawn StanleyJ.P. Morgan Securities LLCNeuberger Berman$009-11-2014
Bruce LedouxJ.P. Morgan Securities LLCMorgan Stanley Wealth Management$009-11-2014
Samuel A. AnnittoBenjamin F. Edwards & Co.Wells Fargo Advisors$009-11-2014
Jason G. ClouseBenjamin F. Edwards & Co.Wells Fargo Advisors$009-11-2014
Eric R. BenchBenjamin F. Edwards & Co.Wells Fargo Advisors$009-11-2014
Joshua WillardBenjamin F. Edwards & Co.Wells Fargo Advisors$009-11-2014
John WeirBenjamin F. Edwards & Co.Wells Fargo Advisors$009-11-2014
Hunter GrahamBenjamin F. Edwards & Co.Wells Fargo Advisors$009-11-2014
Next Page »

Showing 1 to 25 of 1,531 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.