Sponsored By

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
David Holwadel, Jeffrey Thompson, Yvette BushRaymond JamesBank of America Merrill Lynch$40006-01-2015
William Albin, Sean Dobranich, Taina Gude, Pawel SzottWaddell and ReedMetLife Securities$8205-31-2015
Michael PalaceLPL FinancialWells Fargo Advisors$13005-29-2015
Phil EggersRaymond JamesLPL Financial$15005-29-2015
Daniel McCarthyRoyal Alliance National Planning$10105-29-2015
Charles Tumlin, Arthur Levin, Hall SumnerRaymond JamesWells Fargo Advisors$39005-29-2015
Raymond Daigle, Jr., Robert Comeaux, Jr., Walter BondCommonwealth Financial NetworkLPL Financial$35005-29-2015
Kurt KharoufRBC Wealth ManagementBank of America Merrill Lynch$11705-29-2015
Don d'Adesky, W. Kristopher Lemke, Matthew Cicero, Jose Cabrera Sr., Kevin Gourrier, Ryan WeberRaymond JamesMorgan Stanley Wealth Management$2,40005-29-2015
Joseph SicilianoLPL FinancialFidelity$10005-27-2015
Thomas KennedyLPL FinancialRoyal Alliance$60005-27-2015
Jon Marzano, Art Marzano, Steven GalloIndependent Advisor AllianceWells Fargo Advisors$26505-26-2015
Eric Hans YeagerGradient Capital AdvisorsAmeriprise Financial$5505-26-2015
Matt Yonally, Chris Compogiannis Bank of America Merrill LynchUBS Financial Services$30005-21-2015
Robert L. GormanRobert W. Baird & Co.Morgan Stanley Wealth Management$21005-21-2015
Bryan ForonjyLPL FinancialFidelity$17505-20-2015
Barbara J. Cummings, Robert H. Kjellman, Carl J. YoungWilliam Blair & Co.BP Wealth Management$005-18-2015
Jason DonethAmeriprise FinancialLPL Financial$14705-15-2015
David Dominici, Ray Nowak, Jacqueline ZapicchiAmeriprise FinancialSignator Investors$14105-15-2015
Randy ScritchfieldSecurities AmericaH. Beck, Inc.$11505-15-2015
James F. King, Jr., Tony KellyCommonwealth Financial NetworkLPL Financial$10805-15-2015
Ron Feltes, Ed Luebe, Jeff MillerLaSalle St. SecuritiesHeartland Investment Associates$52505-14-2015
John Mirsepahi Bank of America Merrill LynchMorgan Stanley Wealth Management$005-14-2015
Kayla T. Koeber, Lori J. BaumRaymond JamesBank of America Merrill Lynch$12005-13-2015
David B. NifongIndependent Advisor AllianceWells Fargo Advisors$10005-13-2015
« Previous PageNext Page »

Showing 226 to 250 of 2,023 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.