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
Mark StandringWells Fargo AdvisorsMorgan Stanley Wealth Management$6702-16-2017
McCall McGuireProspera Financial ServicesSummit Brokerage Services$7302-15-2017
Todd Sherman, Michael Francisco, Brian Baskin, Denise Donahue, Donna Vickers, Katherine WrightRaymond JamesMorgan Stanley Wealth Management$46002-13-2017
Mark Wielinga, Rosario PetrizzoStifel Nicolaus & Co.RBC Wealth Management$18002-13-2017
Steven BalabanHilltop SecuritiesWilliams Financial Group$5502-10-2017
Paul L. FeinsteinFirst Republic SecuritiesUBS Financial Services$45002-10-2017
Travis GodleyProspera Financial ServicesUBS Financial Services$15302-09-2017
Levi McMellianFocus Financial PartnersCFO4Life$80002-07-2017
Brian ButlerLPL Financial J.P. Morgan Securities LLC$7002-06-2017
Brad Bersh, Terrence McCreanor, Dana MessinaAmeriprise FinancialMorgan Stanley Wealth Management$38502-03-2017
Thomas DattiloAmeriprise FinancialUBS Financial Services$14702-03-2017
Howard Gartenhaus, Matthew Zuckergood, Howard Perlroth, Bryan BeamerAmeriprise FinancialKestra Financial$16802-03-2017
Dorne HallAmeriprise FinancialMSI Financial Services$16002-03-2017
Mark StegmannAmeriprise FinancialWells Fargo Advisors$9102-03-2017
Joel Talish, John BuffaHightower AdvisorsWells Fargo Advisors$1,00002-01-2017
Phillip JohnsonAmeriprise FinancialWoodbury Financial Services$7801-30-2017
Kevin ClouseRBC Wealth ManagementMorgan Stanley Wealth Management$11001-30-2017
David Lautz, Francisco MalfavonSnowden Lane PartnersWells Fargo Advisors$12501-23-2017
John MaitaAmeriprise FinancialUBS Financial Services$10701-20-2017
Donald Alderman, Robert Holt, Jamie O'Brien, Scott LaneyAmeriprise FinancialWells Fargo Advisors$50001-20-2017
William Troy Neat, Jason Redpath, Steven SpaethMorgan Stanley Wealth ManagementBank of America Merrill Lynch$60201-20-2017
Larry Rothenberg, Shaun Van Vliet, David FarberFirst Republic SecuritiesBank of America Merrill Lynch$1,30001-20-2017
Brandon HaaseRaymond JamesRBC Wealth Management$9801-20-2017
Alexandra KochRaymond JamesMorgan Stanley Wealth Management$9801-20-2017
Uwe Schweikert, Doug Weaver, Doug Wheeler, Tom Storrie, Calvin Brown, Phil WinsteadCommonwealth FinancialAmeriprise Financial$28501-20-2017
« Previous PageNext Page »

Showing 51 to 75 of 2,747 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.