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
William Thrush, Meghan Rump Hightower AdvisorsBank of America Merrill Lynch$25010-18-2016
Quincy GoudeauLPL Financial JPMorgan Chase & Co.$6610-17-2016
Lane SteelLPL Financial Wells Fargo Advisors$7010-17-2016
Kelly Crane, Earl KnechtLPL Financial Cetera$21310-17-2016
Kelly Crane, Earl Kneckt, Bob LanceLPL FinancialCetera$21310-17-2016
Bradley BowmanLPL Financial Cetera$5010-14-2016
Amal BenbrahimLPL Financial Wells Fargo Advisors$5110-14-2016
Scott BurnsLPL Financial Fifth Third Securities$5510-14-2016
Matthew Bryant, Thomas BryantLPL Financial Wells Fargo Advisors$7910-14-2016
Scott Bremus, Eric Hollifield, Jeffrey Kirkpatrick LPL Financial Sterne Agee$17310-14-2016
Gregory FurerWaddell and AssociatesPNC Investments $6210-14-2016
Jennifer GoLPL Financial Edward Jones$5010-13-2016
Carla ReillyLPL Financial U.S. Bancorp Investments$5210-13-2016
Kathleen Graham, Andrew Wyble LPL Financial Wells Fargo Advisors$15310-13-2016
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
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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.