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.


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Harold MacFarland, Tadd Hicks Raymond JamesUBS Financial Services$22010-25-2016
Travis DauchyLPL Financial USAA Financial Advisors$10010-24-2016
Christina Madson, Jason Priebe, Rodney PriebeLPL Financial Waddell and Associates$11010-24-2016
James PetitprenLPL Financial BMO Harris Financial Advisors$18110-24-2016
W. Blaine BurtonWaddell and AssociatesU.S. Bancorp Investments$5410-21-2016
Jason RudolphStifel Nicolaus & Co.Morgan Stanley Wealth Management$8410-21-2016
Michael AllenWells Fargo AdvisorsEdward Jones$10310-21-2016
Randy PowersStifel Nicolaus & Co.Morgan Stanley Wealth Management$20810-21-2016
Stephen Levin, Marco LopezLPL Financial Berthel Fisher$7610-19-2016
Robert LenertzLPL Financial JPMorgan Chase & Co.$8010-18-2016
Eric Eaton, Brandan TeagueLPL Financial Princor Financial Services$22510-18-2016
William Thrush, Meghan Rump Hightower AdvisorsBank of America Merrill Lynch$25010-18-2016
Quincy GoudeauLPL Financial JPMorgan Chase & Co.$6610-17-2016
Lane SteelLPL Financial Wells Fargo Advisors$7010-17-2016
Kelly Crane, Earl KnechtLPL Financial Cetera$21310-17-2016
Kelly Crane, Earl Kneckt, Bob LanceLPL FinancialCetera$21310-17-2016
Bradley BowmanLPL Financial Cetera$5010-14-2016
Amal BenbrahimLPL Financial Wells Fargo Advisors$5110-14-2016
Scott BurnsLPL Financial Fifth Third Securities$5510-14-2016
Matthew Bryant, Thomas BryantLPL Financial Wells Fargo Advisors$7910-14-2016
Scott Bremus, Eric Hollifield, Jeffrey Kirkpatrick LPL Financial Sterne Agee$17310-14-2016
Gregory FurerWaddell and AssociatesPNC Investments $6210-14-2016
Jennifer GoLPL Financial Edward Jones$5010-13-2016
Carla ReillyLPL Financial U.S. Bancorp Investments$5210-13-2016
Kathleen Graham, Andrew Wyble LPL Financial Wells Fargo Advisors$15310-13-2016
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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.