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
Richard A. Gibson, Jr.Stratos Wealth PartnersWells Fargo Advisors$12011-04-2014
Todd D. WatsonRBC Wealth ManagementWells Fargo Advisors$11611-04-2014
Clay Skurdal, Brent Lee, Brion NorbyLebenthal Wealth AdvisorsConcert Wealth Management; TruWealth Financial$011-04-2014
Marc G. LinskySummit Brokerage ServicesLincoln Financial$17011-04-2014
Charles A. SmithAmeriprise FinancialLPL Financial$16511-04-2014
Lance NelsonCommonwealth Financial NetworkLPL Financial$9210-30-2014
Robert PhelpsMorgan Stanley Wealth ManagementUBS Financial Services$9010-24-2014
Michael Zalkind, John WilliamsMorgan Stanley Wealth ManagementJPMorgan Chase & Co.$17510-24-2014
Thomas Forma, Kevin NicholsMorgan Stanley Wealth ManagementBank of America Merrill Lynch$30010-24-2014
Kanwar Singh, Rajeev Rathi, Steve ColemanBank of America Merrill LynchUBS Financial Services$50010-24-2014
James Fowkes, Ben PlataSteward Partners Global AdvisoryWells Fargo Advisors$20010-24-2014
Leonard SykesWaddell and ReedRBC Wealth Management$5510-17-2014
Brian ArmogidaWaddell and ReedEdward Jones$7810-17-2014
William MyersWaddell and ReedLPL Financial$5710-17-2014
James StambaughStifel Nicolaus & Co.Morgan Stanley Wealth Management$18010-17-2014
Deborah Sullivan, Christine SaittaRBC Wealth ManagementMorgan Stanley Wealth Management$21310-14-2014
Anthony ValenciaSecurities AmericaJPMorgan Chase & Co.$6010-14-2014
Richard E. Lloyd Jr., Richard E Lloyd III, Mary CofranHighPoint Planning PartnersVSR Financial Services$5710-14-2014
Terry Sawchuk, Bill LangensteinNFP Advisor Services GroupSII Investments$15510-14-2014
Edward KlugInvestacorpSII Investments$5010-14-2014
Robert MurphyRBC Wealth ManagementMorgan Stanley Wealth Management$20010-06-2014
Timothy Rodgers, Keith OsborneDynasty Financial PartnersWells Fargo$40010-06-2014
Robert BennettBank of America Merrill LynchUBS Financial Services$10810-03-2014
Wade WolfeBank of America Merrill LynchMorgan Stanley Wealth Management$30610-03-2014
Steven BullardBank of America Merrill LynchMorgan Stanley Wealth Management$11010-03-2014
« Previous PageNext Page »

Showing 26 to 50 of 1,534 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.