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.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Thomas Garner, Dick Williford, Chris SingletonHightower AdvisorsWealthTrust$91104-13-2017
Mike Leonetti, Debbie Feldman Hightower AdvisorsWealthTrust$71004-13-2017
Rob Rikoon, Kyle BurnsHightower AdvisorsWealthTrust$49304-13-2017
Steven ScottGlobal Retirement PartnersAusdal Financial Partners, Inc.$8304-13-2017
Sandra DaltonLPL FinancialAmerican Portfolios$5404-13-2017
Ryan GuntherLPL FinancialBank of America Merrill Lynch$10104-13-2017
Lisa McIntire Shaw, Clif McIntire, Nathan Peterson, Jonathan LindnerRaymond JamesWells Fargo Advisors$23004-13-2017
Jay Canell, Neil Canell, Justin DemboJPMorgan Chase & Co.Morgan Stanley Wealth Management$1,00004-11-2017
Michael O'FlahertyJanney Montgomery ScottBank of America Merrill Lynch$14404-07-2017
Douglas HardinWaddell and ReedU.S. Bancorp Investments$5404-07-2017
Robert MartinLPL FinancialSuntrust Investment Services$6704-06-2017
Aaron Dykas, Lisa SchafferBank of America Merrill LynchWells Fargo Advisors$18504-06-2017
Agustin De Estrada, Manuel LecourBolton Global CapitalJPMorgan Chase & Co.$20004-05-2017
Harmon Raymond JamesMorgan Stanley Wealth Management$10604-05-2017
Tom HerbruckLPL Financial Kestra$47104-03-2017
John Chidwick, Ealon S. "Tripp" Thompson III, Richard B. Megorden II, Metin KurkcuRaymond JamesTriad Advisors$15004-03-2017
Edward KimPeachCapFirst Southern Securities$20004-01-2017
Susan Garbarino, Brent Kalka, Craig Tower, Curtis WiedemanLPL Financial 1st Global Capital$24003-31-2017
Grant UlrickLPL Financial Wells Fargo Advisors$7603-31-2017
William Blake Raymond JamesWells Fargo Advisors$16003-31-2017
Andrew LeBlancBruderman BrothersBank of America Merrill Lynch$30003-31-2017
Steve WardLPL Financial Suntrust Investment Services$5003-30-2017
Michael Krumholz, Shelia Little LPL Financial Cambridge Investment Research$12003-29-2017
Michael Krumholz, Sheila LittleIndependent Advisor AllianceCambridge Investment Research$15103-29-2017
Gavin Lodge, Harry Lodge, Christopher NoyalisLPL Financial Securian Financial Services$10403-27-2017
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Showing 351 to 375 of 3,147 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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