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.

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Charles Meyer, Elizabeth ThomasPlancorp1926 Investment Advisors$12002-24-2015
Susan Garbarino, Brent Kalka, Craig Tower, Curtis WiedemanLPL Financial 1st Global Capital$24003-31-2017
Thomas Collins, David PittinosLPL Financial 1st Global Capital$8203-17-2017
Peggy WhitmoreCapTrust Financial Advisors401(k) Advisors, Inc.$003-06-2014
David LucasRaymond JamesA.G. Edwards & Sons$10003-30-2011
Scott Metzner, Thomas AndisonStifel Nicolaus & Co.A.G. Edwards & Sons$006-10-2010
Patrick J. Howley, Betsy DowMoneta Group Investment AdvisorsA.G. Edwards & Sons$30001-08-2010
Meloni Hallock, Alev LewisHightower AdvisorsAcacia Wealth Advisors$50007-06-2016
Joseph P. MontanaCCR Wealth ManagementAlliance Benefit Group$008-25-2014
Stephen DemaioLPL FinancialAllstate Financial Services, LLC$8004-12-2016
Charles F. FowlerAtlantic TrustAltegris Investments$002-24-2014
Joseph Klein, Stephen Hines, Doug MastersonU.S. Capital AdvisorsAmegy Bank$1,00002-23-2016
Emory Gary, Judy Morrison LPL FinancialAmerican Portfolios$13106-02-2017
Sandra DaltonLPL FinancialAmerican Portfolios$5404-13-2017
Richard FeauveLPL FinancialAmerican Portfolios$5511-02-2015
Louis Ciliberti Ameriprise FinancialAmerican Portfolios$15007-21-2014
Len Clarizio, Tony Sciuto Ameriprise FinancialAmerican Portfolios$11407-14-2014
Larry Copeland, Jim CopelandVoya Financial Advisors PartnersAmerican Portfolios$5506-02-2014
Douglas James, Cindy HurleyRaymond JamesAmerican Portfolios Financial Services$21510-26-2015
David KatzRaymond JamesAmeriprise Financial$10010-30-2017
Al SeymourIndependent Advisor AllianceAmeriprise Financial$5008-15-2017
Brad Williams, Andy Lipson, Murat Kaptanoglu, V. Conley Perry, Chris DemarestIndependent Advisor AllianceAmeriprise Financial$27506-14-2017
Jason WeaverPurshe Kaplan Sterling InvestmentsAmeriprise Financial$22505-17-2017
Mark YatrosCommonwealth Financial NetworkAmeriprise Financial$11504-21-2017
Tu TranCrosspoint FinancialAmeriprise Financial$11003-15-2017
Next Page »

Showing 1 to 25 of 3,147 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.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.