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
Bradley Bakken, Tim Bush, Sean Deichert, Katharine Eggiman, Paul Fleming, Melissa Hexum, Kelly Hubrig, Gregory Johnson, Ryan Johnson, Michael Kobbervig, John Kuhn, Lisa Moe, Cody Reiland, Craig Samuelson, Paula Swanson, Steven Swanson, Tammy Wood LPL Financial Cetera$78002-28-2017
Preston CovingtonRaymond JamesWells Fargo Advisors$37502-27-2017
C. Robert Bennett, Holly JensenProspera Financial ServicesWells Fargo Advisors$6502-27-2017
Scott Douglas WilliamsLPL Financial Raymond James$9902-24-2017
Kent Ray, Jeff Siefert, Greg SeilerStifel Nicolaus & Co.Wells Fargo Advisors$35002-24-2017
Kirk KolligianJanney Montgomery ScottBank of America Merrill Lynch$14502-23-2017
Mark McAdams, Steve SchwarzbachDynasty Financial PartnersUBS Financial Services$40002-23-2017
Blake PratzDynasty Financial PartnersUBS Financial Services$35002-23-2017
James WebbLPL Financial Edward Jones$6802-23-2017
Jason Borrasso, Richard GanimLPL Financial MetLife Securities$6002-23-2017
Kristi Baker, Kelli Davis, Joseph Van DeusenLPL Financial MML Investors Services$48302-23-2017
John SpiesRBC Wealth ManagementMorgan Stanley Wealth Management$13602-23-2017
Vincent MorrisTriad AdvisorsLPL Financial $4,00002-23-2017
Kirby Webb360 Wealth ManagementEdward Jones$9802-23-2017
Charles SchreaderLPL Financial Wells Fargo Advisors$7002-22-2017
Frank Hibbard, Amy RosaRaymond JamesMorgan Stanley Wealth Management$14002-21-2017
Angela Helmus-O'Brien, Travis Hadwin, Todd SeymourRaymond JamesMorgan Stanley Wealth Management$27002-21-2017
Todd HoffmanRaymond JamesMorgan Stanley Wealth Management$28002-21-2017
Jeffery Kelly, Brian WohlnerHightower AdvisorsUBS Financial Services$16002-21-2017
Anthony Trigona, Lawrence StateAmeriprise FinancialRaymond James$15002-17-2017
Brian BuckleyDynasty Financial PartnersMorgan Stanley Wealth Management$60002-17-2017
Michael TonerJanney Montgomery ScottBank of America Merrill Lynch$6502-16-2017
Anthony TrottaAmeriprise FinancialWells Fargo Advisors$6502-16-2017
Mark StandringWells Fargo AdvisorsMorgan Stanley Wealth Management$6702-16-2017
Jeff McElroy, Shawn PeschkeLPL Financial Arvest Asset Management$13502-15-2017
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Showing 276 to 300 of 3,018 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.