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
Steven Glasgow, Stephen Evans, Jordan Sibler, Danielle Garofolo, Frank MooreJanney Montgomery ScottAvondale Partners$16305-16-2018
Dan Strebler, Walt Sokira, Toni FrancisHilliard LyonsUBS Financial Services$23005-11-2018
Rob Frey, Cary Tucker, Robert Dillenback, Beth Ann JohnsonRBC Wealth ManagementMorgan Stanley Wealth Management$30005-11-2018
Jeremy Wenner, Adam BeardJefferiesFirst Republic Securities$50005-11-2018
Michael TaggartJPMorgan Chase & Co.Bank of America Merrill Lynch$80005-11-2018
Emir Culov, Amela Culov, Matthew Richards Wells Fargo AdvisorsMorgan Stanley Wealth Management$23005-10-2018
Bill FedorRobert W. Baird & Co.Wells Fargo Advisors$20605-04-2018
Irv MindesRobert W. Baird & Co.Wells Fargo Advisors$36005-04-2018
Matt BaltuchRaymond JamesMorgan Stanley Wealth Management$25005-04-2018
David ElwoodRaymond JamesWells Fargo Advisors$11005-04-2018
Wayne McCormick, Steve SpainRaymond JamesWells Fargo Advisors$17505-03-2018
Tom Sedoric, Casey Snyder, Erika Luczynski, Brittany LongRaymond JamesWells Fargo Advisors$35005-02-2018
Matthew LoitzJanney Montgomery ScottWells Fargo Advisors$15705-01-2018
Margaret HillWells Fargo AdvisorsBank of America Merrill Lynch$7004-27-2018
John Martin, Ross Dowling, and Joshua ZellerRaymond JamesWells Fargo Advisors$70004-26-2018
Tom Anderton, Ryan Howard LPL FinancialOppenheimer$23004-26-2018
Joseph P. HeiderTriad AdvisorsRoyal Alliance$32504-26-2018
Doug Dumais, Kirt Fredericks, Kathy HaleRBC Wealth ManagementWells Fargo Advisors$17504-26-2018
Steve Battel, Rob Yevchak, Bruce Battel, Nancy HurstKestra FinancialWells Fargo Advisors$30004-25-2018
Ric KellogLPL FinancialBank of America Merrill Lynch$12304-24-2018
Ricardo QuirosBolton Global CapitalBank of America Merrill Lynch$22004-23-2018
Tim GariganRBC Wealth ManagementWells Fargo Advisors$22504-23-2018
Taylor Ranker, Sonya RankerKestra FinancialRoyal Alliance$42004-23-2018
Tony Urdes, Bianca UrdesStifel Nicolaus & Co.UBS Financial Services$30004-20-2018
Ky McCarty, Brandon Brown, John EdenD.A. Davidson & Co.Bank of America Merrill Lynch$38004-20-2018
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Showing 126 to 150 of 3,436 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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