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
Carl Gravina, Liana PoodiackSteward Partners Global AdvisoryWells Fargo Advisors$45011-03-2016
Joshua HouleSteward Partners Global AdvisoryEdward Jones$5011-03-2016
Robert RaeAmeriprise FinancialRBC Wealth Management$10511-02-2016
David HeideRBC Wealth ManagementWells Fargo Advisors$50011-02-2016
Mark BechtleCapitol SecuritiesWells Fargo Advisors$5011-02-2016
Larry Silverman, Amy Legate360 Wealth ManagementLPL Financial$6511-01-2016
Robert Anderson, Michael Anderson, Laurie AndersonStifel Nicolaus & Co.Buttonwood Partners$20011-01-2016
Steve Coggins, David R. Hartness, Chris JonesHightowerCapital Investment Group$25010-31-2016
Devin GarofaloLPL FinancialLincoln Financial$28010-31-2016
Ken FurstMorgan Stanley Wealth ManagementStifel Nicolaus & Co.$28010-28-2016
Chad Dufrene, Wally Gundlach, Chris Kenny, Tris Millard, Jack Rovetto, Benton Turnage, Brian WynneLPL FinancialJ.P. Morgan Securities LLC$1,40010-27-2016
Joseph MamerStifel Nicolaus & Co.RBC Wealth Management$9610-27-2016
Thomas PinkRBC Wealth ManagementWells Fargo Advisors$15410-26-2016
Jeff Cohen, Christian Clinton, Jena Burrows Robert W. Baird & Co.Wells Fargo Advisors$34310-26-2016
Harold MacFarland, Tadd Hicks Raymond JamesUBS Financial Services$22010-25-2016
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
William Thrush, Meghan Rump Hightower AdvisorsBank of America Merrill Lynch$25010-18-2016
Leo GotleibKestra FinancialLPL Financial$25010-13-2016
Steve Myatt Stifel Nicolaus & Co.Wells Fargo Advisors$28910-12-2016
Ken Griffen, Paul Vaida, Royden Grimm, Barry Saluk, Jared BloxsomJanney Montgomery ScottBank of America Merrill Lynch$80010-10-2016
Jake DawsonWaddell and AssociatesBank of America Merrill Lynch$14310-10-2016
Scott Latzke, Mark FillaAmeriprise FinancialMorgan Stanley Wealth Management$34410-07-2016
Sandy LeffCarter Terry & CoJanney Montgomery Scott$10010-07-2016
« Previous PageNext Page »

Showing 26 to 50 of 2,538 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.