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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Peter BlackwellLPL FinancialEdward Jones$5610-09-2017
Marty Carroll, Jennifer CarrollRaymond JamesBank of America Merrill Lynch$16010-09-2017
Argiroula MastrodimosLPL FinancialWells Fargo Advisors$9110-06-2017
David Neihart, Douglas Royle, Brent Neihart, Camden Fells, Eric Wynkoop, Johnnie HuffAmeriprise FinancialWells Fargo Advisors$36910-06-2017
Marc ShachtmanHightower AdvisorsJPMorgan Chase & Co.$50010-05-2017
Laura Ahl, John Beard, Jeff Bevacqua, Kenneth Brown, Miranda Collingwood, Barbara Cummings, Jeffrey Evans, Toni Frisina, Craig Grenci, Christine Goughnour, Tanya Hoffman, Thomas Jensen, Arthur Laneve, Brian Liptak, Keith Lohm, William McCullough, Michael LPL FinancialCetera$71910-04-2017
Larry Lytle RBC Wealth ManagementBank of America Merrill Lynch$11510-03-2017
Leigh AllenLPL FinancialWedbush Securities$7610-02-2017
Joseph RiccelliLPL FinancialPNC Investments $7309-29-2017
Thomas MelohnUBS Financial ServicesMorgan Stanley Wealth Management$20009-29-2017
Elias Poe III, Elias Poe IVHarbor Investment AdvisoryMorgan Stanley Wealth Management$14509-29-2017
Joseph CaselleUBS Financial ServicesBank of America Merrill Lynch$25009-29-2017
David SafarianStifel Nicolaus & Co.Wells Fargo Advisors$11609-29-2017
Jeffrey Lehrer, Karl SchmidtkeLPL FinancialNorthland Securities$7209-27-2017
Karl Schmidtke, Jeff LehrerIndependent Advisor AllianceNorthland Securities$7309-27-2017
Peter HeimermanIndependent Advisor AllianceWaddell and Reed$21009-26-2017
Robert BaileyLPL FinancialJPMorgan Chase & Co.$6109-25-2017
Mathieu FairbandWaddell and ReedU.S. Bancorp Investments$7609-22-2017
Fady C. MaghakJanney Montgomery ScottRaymond James$20009-22-2017
Erin Wynn Masters, Galin Wynn CristAmeriprise FinancialRaymond James$14109-22-2017
Curtis RobertsonSecurities AmericaAurora Securities$6009-22-2017
Bradford Clinard, Ronald ClinardLPL FinancialWells Fargo Advisors$12809-21-2017
Wayne Green, Theresa GreenRaymond JamesMorgan Stanley Wealth Management$17009-21-2017
Bill Paxton, Dave Hansen, Jack Flippin, Steve CrankCapTrust Financial AdvisorsDavidson & Garrard$70009-20-2017
Amandus 'Buz' FreyStifel Nicolaus & Co.Wells Fargo Advisors$11809-20-2017
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Showing 301 to 325 of 3,354 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.

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