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
Jason SingletonLPL Financial Wells Fargo Advisors$5512-12-2016
Naser AlzerLPL Financial Capital One$6012-12-2016
Michael HolligerLPL Financial Fidelity$15012-12-2016
Bob HardcastleBerthel FisherSummit Brokerage Services$25012-12-2016
Robert EddinsLPL Financial FTB Advisors$6312-09-2016
James Jones, Steven SmetanaLPL Financial Ameriprise Financial$6412-09-2016
Kyle MatkaitisLPL Financial Fidelity$30012-09-2016
Curt Matlin, Andrew SchumacherCommonwealth FinancialMSI Financial Services$8512-09-2016
Christian FelixBolton Global CapitalBank of America Merrill Lynch$12012-09-2016
David Persin, Zach Persin, Ted Simos, Kim BeattyRBC Wealth ManagementBank of America Merrill Lynch$23012-09-2016
Joshua Anglin, Thomas Compernolle LPL Financial Ameriprise Financial$5412-08-2016
Timothy HammondLPL Financial USAA Financial Advisors$12512-08-2016
Michael RosnerRaymond JamesBank of America Merrill Lynch$11012-08-2016
David DePaulRBC Wealth ManagementUBS Financial Services$31212-08-2016
Jeff Tutor, Natasha SparksStifel Nicolaus & Co.Bank of America Merrill Lynch$20012-08-2016
Michael Anderson, Alvin Spencer, Richard Williams & Chris ArmourStifel Nicolaus & Co.Wells Fargo Advisors$60012-08-2016
Jayson Capling, Robert Roar Jr. LPL Financial U.S. Bancorp Investments$16812-07-2016
Claudette Boudreaux, Rusty DennerJanney Montgomery ScottChapin Davis$10312-07-2016
Dennis SurmanekWells Fargo AdvisorsBank of America Merrill Lynch$7212-07-2016
Michael RussoWells Fargo AdvisorsBank of America Merrill Lynch$12512-07-2016
Mark J. Rhoades, George Livanos, Kelly Ward.Raymond JamesMorgan Stanley Wealth Management$25012-06-2016
Jake Falcon, Cory BittnerHightower AdvisorsUBS Financial Services$26012-05-2016
Michael FisherAmeriprise FinancialWells Fargo Advisors$19312-05-2016
Jomar FernandezLPL Financial PNC Investments $6012-02-2016
Dennis Laird, Donald Lundy, Jogn Pfaudler LPL Financial Ameriprise Financial$12012-02-2016
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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.