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
Leo GotleibKestra FinancialLPL Financial$25010-13-2016
Steve Myatt Stifel Nicolaus & Co.Wells Fargo Advisors$28910-12-2016
Taysha PattersonLPL Financial Edward Jones$7510-11-2016
Ken Griffen, Paul Vaida, Royden Grimm, Barry Saluk, Jared BloxsomJanney Montgomery ScottBank of America Merrill Lynch$80010-10-2016
Jake DawsonWaddell and AssociatesBank of America Merrill Lynch$14310-10-2016
Scott Latzke, Mark FillaAmeriprise FinancialMorgan Stanley Wealth Management$34410-07-2016
Sandy LeffCarter Terry & CoJanney Montgomery Scott$10010-07-2016
Jason Weese, Mark Harris, Todd Kelly, Matt Bridge, Kristen Buxton, Alan Lubner, Jim Ferguson, Traci BumpusBank of America Merrill LynchMorgan Stanley Wealth Management$2,34010-07-2016
William KruegerStifel Nicolaus & Co.Wells Fargo Advisors$18410-06-2016
Sheree ArntsonAllium Financial AdvisorsArnerich Massena$1,00010-05-2016
Martin Enriquez, Miguel CortinaMorgan Stanley Wealth ManagementBank of America Merrill Lynch$60010-05-2016
Terrance DonoghueLPL Financial Invest Financial$5010-04-2016
Brett Shane Bernstein, Robert KantorXML Financial GroupLPL Financial$60010-04-2016
Todd DarlingAmeriprise FinancialWells Fargo Advisors$10409-30-2016
Scott GongorekAmeriprise FinancialWells Fargo Advisors$8209-30-2016
James LesniewskiLPL Financial Ameriprise Financial$6009-30-2016
Erin Lapidus, Jeff LapidusLPL Financial National Planning$14009-30-2016
Paul Benge, Leslie Benge, Sheldon Benge360 Wealth ManagementWells Fargo Advisors$8509-30-2016
Alejandro Triana, Christopher Murrle, Carlos SaitcevskyWells Fargo AdvisorsCitigroup$60009-30-2016
Janice ReillyStifel Nicolaus & Co.RBC Wealth Management$9409-30-2016
Roger Ingwersen, Todd Ingwersen, Laurie Ingwersen The Harvest Group Wealth ManagementUBS Financial Services$30009-30-2016
Darren Lehrman, Brian Marzulli, Lucille CostaRBC Wealth ManagementStifel Nicolaus & Co.$30009-30-2016
Trevor BrightLPL Financial Fidelity$17709-29-2016
Eric DemarcusLPL Financial Wells Fargo Advisors$8509-29-2016
Rick Brown, Grant Brown360 Wealth ManagementLPL Financial$6009-29-2016
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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.