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
Christopher WalkleyJanney Montgomery ScottMorgan Stanley Wealth Management$10708-22-2017
John Edgecomb Sr., John Robb Edgecomb Jr., Evette Mock-HernandezRaymond JamesBank of America Merrill Lynch$20008-22-2017
Christopher Walkley Morgan Stanley Wealth ManagementJanney Montgomery Scott$10608-22-2017
Gabriella LundqvistLPL FinancialEdward Jones$7108-21-2017
Andrew HillHightower AdvisorsSuntrust Investment Services$26008-21-2017
James ChiaroLPL FinancialCitizens Investment Services$5308-18-2017
Henry Scott Kruse, Robert Schmidt, Jim GaudetteStifel Nicolaus & Co.Oppenheimer$34208-18-2017
Nicholas Dukas, Jason DukasStifel Nicolaus & Co.Wells Fargo Advisors Financial Network$14008-18-2017
Stephen ElderJanney Montgomery ScottHilliard Lyons$8108-17-2017
Mark CisselStifel Nicolaus & Co.Morgan Stanley Wealth Management$5408-17-2017
Jamie SmithJanney Montgomery ScottWells Fargo Advisors Financial Network$5108-16-2017
Al SeymourIndependent Advisor AllianceAmeriprise Financial$5008-15-2017
Peter ZagrobelnyLPL FinancialCitigroup$9308-14-2017
Christopher FleegleLPL FinancialCetera$8008-14-2017
Gabriella Lundqvist, Daniel PoppersGolden State Wealth ManagementEdward Jones$6008-14-2017
Troy HartmanWells Fargo Advisors Financial NetworkEdward Jones$9208-11-2017
Paul Sheldon, Jesse SheldonAmeriprise FinancialWells Fargo Advisors Financial Network$19308-11-2017
Alan BlenderAmeriprise FinancialMorgan Stanley Wealth Management$19808-11-2017
Art SchlosserIndependent Advisor AllianceMassMutual Financial Group$5008-10-2017
Amir Navab, Bradley Finnigan and Shamya UllahRBC Wealth ManagementMorgan Stanley Wealth Management$26908-10-2017
Paul Roche, Christopher BaylesRBC Wealth ManagementMorgan Stanley Wealth Management$60008-08-2017
Paul Fox, Jennifer Winslow, Patrick Boykin, Janet MarquardtHarbor Investment AdvisoryMorgan Stanley Wealth Management$39008-07-2017
Michael KoernerLPL FinancialH. Beck, Inc.$7008-04-2017
Marc MrugalaLPL FinancialEdward Jones$6508-04-2017
John O'LearyCapitol SecuritiesWells Fargo Advisors Financial Network$7008-04-2017
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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.