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
Jay Gilston, Eric SandowskyInvestors CapitalMassMutual Financial Group$6804-09-2015
Debra Dragich, Toni OndekRaymond JamesMorgan Stanley Wealth Management$21204-09-2015
Roland F. Smith, Joan SmithSummit Brokerage ServicesEagle Equities$5504-08-2015
Chris FlanaganProspera Financial ServicesCitigroup$10004-08-2015
Malcolm ButlerFocus Financial PartnersThe Fiduciary Group$60004-06-2015
David L. Bahnsen; Brian T. SzytelHightower AdvisorsMorgan Stanley Wealth Management$75004-02-2015
Lee Turmail, Jesse MilesWells Fargo AdvisorsMorgan Stanley Wealth Management$12004-02-2015
David K. Neal, John Jenkins, Chace Dillon, Michele Horton, Tracy Ruddle, Deborah FarnhamFrontier Wealth ManagementUBS Financial Services$75004-02-2015
Jonathan H. ZuckerWells Fargo AdvisorsMorgan Stanley Wealth Management$10904-02-2015
Craig A. GoldbergWells Fargo AdvisorsMorgan Stanley Wealth Management$10404-02-2015
Steven JumperWells Fargo AdvisorsEdward Jones$15304-02-2015
Frances Goldstein, Judy EigMorgan Stanley Wealth ManagementUBS Financial Services$15504-02-2015
Michael J. McHughRobert W. Baird & Co.Charles Schwab$35004-02-2015
James R. RubintonRBC Wealth ManagementUBS Financial Services$10604-01-2015
Dustin A. SmithRBC Wealth ManagementUBS Financial Services$18304-01-2015
J. Todd Pauliny, Michael StewartJanney Montgomery ScottRBC Wealth Management$004-01-2015
David W. LewisMorgan Stanley Wealth ManagementBank of America Merrill Lynch$25003-31-2015
Brian SmithLPL FinancialCUNA Brokerage Services$11003-30-2015
Lilian LoLPL FinancialFidelity$11003-30-2015
Richard McMahonAmeriprise FinancialSecurities America$8403-30-2015
Roy E. Cook, Jr.SAGE Private Wealth GroupBKD Wealth Advisors$13003-28-2015
Mace Tamse, Chris GuarinoAmeriprise FinancialMorgan Stanley Wealth Management$16003-27-2015
Steven KouryWaddell and ReedJPMorgan Chase & Co.$6003-27-2015
Kyle Grossart, Joe McGann Stifel Nicolaus & Co.Southwest Securities$15103-27-2015
Daniel Avan, Alan ShapiroWells Fargo AdvisorsMorgan Stanley Wealth Management$19903-27-2015
« Previous PageNext Page »

Showing 301 to 325 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.