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
Michael EdmondsonIndependent Advisor AllianceWells Fargo Advisors$12005-11-2017
Mark PojednicRaymond JamesWells Fargo Advisors$19405-11-2017
John Paxton, Daniel Murphy, Christopher Farver, Aaron GibbsTriad AdvisorsLPL Financial$15005-08-2017
Chris Rosamond, Arthur PatersonWilliam Blair & Co.Bank of America Merrill Lynch$20005-08-2017
Cliff CosperLPL FinancialEdward Jones$6105-05-2017
Claudia Exner, Joachim ExnerLPL FinancialFirst Command Financial$19205-05-2017
Marcelo Poliak, Pablo Gherardi, Guillermo Guerra, Nicholas CoubroughJefferiesWells Fargo Advisors$1,50005-05-2017
Michael Miremadi, Christopher Heintz, Teresa UzetaUBS Financial ServicesBank of America Merrill Lynch$20005-05-2017
Ali MandalinciRaymond JamesUBS Financial Services$13005-04-2017
Mark Kopkin, Scott EnglehardtStifel Nicolaus & Co.Raymond James$16005-04-2017
David VigilLPL FinancialSuntrust Investment Services$8405-03-2017
Brad Hamlin, Brad Fine, Carl PestelosJPMorgan Chase & Co.UBS Financial Services$40005-03-2017
Sam MaxwellExecutive Wealth GroupMorgan Stanley Wealth Management$27505-03-2017
Euclides MorenoBolton Global CapitalBank of America Merrill Lynch$65005-02-2017
Mark BurnsHightower AdvisorsWells Fargo Advisors$30005-02-2017
Michael Jeppson, Angie DusoRaymond JamesBank of America Merrill Lynch$40005-02-2017
Steve Victor, Lisa FourakerJanney Montgomery ScottRBC Wealth Management$8705-01-2017
Jay TobiasLPL FinancialWells Fargo Advisors$9605-01-2017
Joseph QuinnLPL FinancialNational Securities$8804-28-2017
Ira Katz, Daniel McNicholas, John Scala, Bryce WilinskiLPL Financial Bank of America Merrill Lynch$42004-28-2017
Michael Nimmo, Christian Nimmo, Rachel NimmoStifel Nicolaus & Co.UBS Financial Services$10004-28-2017
Paul HenryLPL FinancialCitizens Investment Services$5004-27-2017
Stephen Spector, Peter Frisch Raymond JamesWells Fargo Advisors$45004-27-2017
James Novaria, Nick YetterAmeriprise FinancialWells Fargo Advisors$22204-27-2017
Beth Sweeney, Eric SweeneyRaymond JamesWells Fargo Advisors$8204-27-2017
« Previous PageNext Page »

Showing 301 to 325 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.