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
Wayne GreenoughLPL Financial MSI Financial Services$9212-15-2016
Jack BuckleyLPL Financial Commonwealth Financial Network$12012-15-2016
Scott Ellingson, James LoweLPL Financial Commonwealth Financial Network$13012-15-2016
Stephen MaganaLPL Financial JPMorgan Chase & Co.$13012-15-2016
Steve O'Hara, Joel FliegelWealth Enhancement GroupCLA Financial Advisors$20012-15-2016
Tim McEwenRBC Wealth ManagementUBS Financial Services$30712-15-2016
Michael LenahanLPL Financial Suntrust Investment Services$7512-14-2016
Herbert Moody Jr.LPL Financial Capital Guardian$16012-14-2016
Tom Fautrel, Paul CarlsonWells Fargo AdvisorsMorgan Stanley Wealth Management$24312-14-2016
John Solomon, Phil Greer, Bill Dukelow, Hamilton NealRaymond JamesWells Fargo Advisors$28812-14-2016
Kyle JohnstonLPL Financial Northwestern Mutual $6812-13-2016
Steven LandwersiekLPL Financial Ameriprise Financial$5012-12-2016
Frederick ShowsLPL Financial Waddell and Associates$5012-12-2016
Jason SingletonLPL Financial Wells Fargo Advisors$5512-12-2016
Naser AlzerLPL Financial Capital One$6012-12-2016
Michael HolligerLPL Financial Fidelity$15012-12-2016
Bob HardcastleBerthel FisherSummit Brokerage Services$25012-12-2016
Robert EddinsLPL Financial FTB Advisors$6312-09-2016
James Jones, Steven SmetanaLPL Financial Ameriprise Financial$6412-09-2016
Kyle MatkaitisLPL Financial Fidelity$30012-09-2016
Curt Matlin, Andrew SchumacherCommonwealth FinancialMSI Financial Services$8512-09-2016
Christian FelixBolton Global CapitalBank of America Merrill Lynch$12012-09-2016
David Persin, Zach Persin, Ted Simos, Kim BeattyRBC Wealth ManagementBank of America Merrill Lynch$23012-09-2016
Joshua Anglin, Thomas Compernolle LPL Financial Ameriprise Financial$5412-08-2016
Timothy HammondLPL Financial USAA Financial Advisors$12512-08-2016
« Previous PageNext Page »

Showing 201 to 225 of 2,835 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.