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
Michael Martin, Laurie Martin, Brett Brennan, H. Kelly JacksonWoodbury Financial ServicesNational Planning$20003-08-2018
Steve CrawfordKestra FinancialLPL Financial$27003-07-2018
Steve CrawfordKestra FinancialLPL Financial$27003-07-2018
Michael GandetSecurities AmericaNational Planning$22003-07-2018
Wayne WagnerSecurities AmericaNational Planning$17703-07-2018
Aron SommerSecurities AmericaInvest Financial$31903-07-2018
Phil Closuit, Jane FitzwilliamRaymond JamesBank of America Merrill Lynch$15003-06-2018
Matthew Buikema, Michael Oursler, Travis MorseJanney Montgomery ScottRaymond James$20003-05-2018
Matthew Buikema, Michael Oursler, Travis MorseRaymond JamesRaymond James$20003-02-2018
Taylor Adams, Annie NorrisRaymond JamesBank of America Merrill Lynch$18003-01-2018
Daniel NewellStifel Nicolaus & Co.RBC Wealth Management$7403-01-2018
Steve Thomsen Stifel Nicolaus & Co.Bank of America Merrill Lynch$8303-01-2018
Jeramy D. MayJanney Montgomery ScottWells Fargo Advisors$11803-01-2018
Richard MitchenHD Vest Investment ServicesRaymond James$24002-28-2018
Pamela Davis, Chris DavisKestra FinancialSII Investments$11002-27-2018
Richard L. BingamanRobert W. Baird & Co.Edward Jones$16802-27-2018
James Trimpe, Timothy Stolt, Lori RupeRaymond JamesWells Fargo Advisors$13002-26-2018
Dale E. ReedBank of America Merrill LynchJPMorgan Chase & Co.$9,00002-26-2018
Troy HartmanProspera Financial ServicesWells Fargo Advisors$7002-23-2018
Alan Raffer, Sherry Birnbaum, Jeremy RafferRaymond JamesWells Fargo Advisors$17002-23-2018
Kyle L. Clements, Will LangdonJanney Montgomery ScottBank of America Merrill Lynch$30002-22-2018
Kenneth P. Steinmetz, James C. JacksonJanney Montgomery ScottBank of America Merrill Lynch$12802-22-2018
Matthew Spradlin, Richard GodfreyRaymond JamesBank of America Merrill Lynch$18002-22-2018
Adam Spiegelman, Alan SpiegelmanCommonwealth Financial NetworkNorthwestern Mutual $35002-21-2018
Shawn Greseth, Chris Kellett, Donovan LaibWells Fargo AdvisorsBank of America Merrill Lynch$40002-21-2018
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Showing 51 to 75 of 3,304 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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