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.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Steven LibovRaymond JamesJanney Montgomery Scott$9006-16-2017
Christopher BarbeeStifel Nicolaus & Co.Oppenheimer$6106-15-2017
Patricia Jeannine TippinsStifel Nicolaus & Co.Wells Fargo Advisors$5606-15-2017
Paul Staadeker, Jeremy StaadekerRaymond JamesWells Fargo Advisors$17506-15-2017
Brad Williams, Andy Lipson, Murat Kaptanoglu, V. Conley Perry, Chris DemarestIndependent Advisor AllianceAmeriprise Financial$27506-14-2017
Paul SiroisLaSalle St. SecuritiesSecurities America$5006-13-2017
Jesse G. Parks, Alice S. RoyalJanney Montgomery ScottSA Stone Wealth Management$18506-13-2017
Thomas Reichert, Paul Lotito, Eric Aiello, Lindsay Reichert Bank of America Merrill LynchMorgan Stanley Wealth Management$62806-09-2017
Michael SeeseSecurities AmericaLPL Financial $7106-07-2017
Marcus SelvaSnowden Lane PartnersBank of America Merrill Lynch$21006-06-2017
Todd KimpelSecurities AmericaLPL Financial $8106-06-2017
Kenneth Demps, Robert Dennis, Jay MacKenzieAmeriprise FinancialMorgan Stanley Wealth Management$27006-02-2017
Joseph Gabriele, Paul Vasady-KovacsBank of America Merrill LynchUBS Financial Services$1,00006-02-2017
F. Michael Covey, Thomas Kane, Mark WiktorBank of America Merrill LynchUBS Financial Services$3,00006-02-2017
Tonya NicholsRBC Wealth ManagementRobert W. Baird & Co.$12206-02-2017
Robert StansberryWells Fargo AdvisorsStifel Nicolaus & Co.$12506-01-2017
John MillerWells Fargo AdvisorsUBS Financial Services$11906-01-2017
Fred BurkeRaymond JamesInvest Financial$14105-31-2017
Steve EnglishRaymond JamesInvest Financial$6005-31-2017
Cathy ReedBank of America Merrill LynchJ.P. Morgan Securities LLC$11305-31-2017
Sandy Martin, Kirsty WalkerRaymond JamesBank of America Merrill Lynch$11005-30-2017
Nathan Sanders Voya Financial Advisors, Inc.Wells Fargo Advisors$16005-30-2017
Fernando NicolauBank of America Merrill LynchJ.P. Morgan Securities LLC$1,00005-30-2017
Louis Bosso, JrWaddell and ReedWells Fargo Advisors$6005-25-2017
Gary Cook, Kristina Daniel, Beth DeckerRaymond JamesBank of America Merrill Lynch$24005-25-2017
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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.