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
Thomas Boyd, Margaret Boyd, James 'Beau' Boyd, Mitzi Rollins, Christopher GriffinRaymond JamesWells Fargo Advisors$30007-31-2015
Wendi Lohmar, Cathy ChaseFirst Republic SecuritiesCredit Suisse Wealth Services$51007-31-2015
Jaime Fals, Eli GelmanJefferiesMorgan Stanley Wealth Management$1,00007-31-2015
Duane Raanes, Brady RaanesRaymond JamesWells Fargo Advisors Financial Network$12807-30-2015
Stephen J. Renie, Michael S. Arthur, Jennifer S. Hall Bank of America Merrill LynchMorgan Stanley Wealth Management$30007-30-2015
Frank Coiro, Larry Glickstein, Brian FreyUBS Financial ServicesMorgan Stanley Wealth Management$40007-30-2015
Jim Ertmann, Ben Foster Bank of America Merrill LynchBarclays$80007-28-2015
Alex Bryer, Keith MayoSnowden Lane PartnersBank of America Merrill Lynch$24007-28-2015
Christopher Shin; Jeffrey FulkHightower AdvisorsGuggenheim Investment Advisory$32507-27-2015
Brian HillLPL FinancialWesBanco Securities$8207-27-2015
Gregory MeadowsProspera Financial ServicesMorgan Stanley Wealth Management$6007-27-2015
Jack Petersen, James Cantelupe, Peter Lee, Tom Palecek, David Romhilt, John ScarboroughDynasty Financial PartnersBarclays$3,00007-24-2015
Clare HiattAmeriprise FinancialWells Fargo Advisors$5407-24-2015
Richard BarberAmeriprise FinancialWells Fargo Advisors$6307-24-2015
David OdomAmeriprise FinancialWells Fargo Advisors$10707-24-2015
Glenn KenesAmeriprise FinancialWells Fargo Advisors$19007-24-2015
Brian McDaid Ameriprise FinancialSecurities America$7907-24-2015
Matt Riesenweber, Matt WiserLPL FinancialWaddell and Reed$30007-23-2015
John CordeiroLPL FinancialWaddell and Reed$22007-23-2015
Jason Hutton, Steven GottliebBank of America Merrill LynchBarclays$52007-23-2015
Robert B. CordiakRBC Wealth ManagementJPMorgan Chase & Co.$16007-20-2015
Jose HauadLPL FinancialBank of America Merrill Lynch$7007-17-2015
Derrick T. WellsAmeriprise FinancialEdward Jones$10307-17-2015
Kenton McMahon Ameriprise FinancialWells Fargo Advisors$16107-17-2015
Nick BorgfeldtWells Fargo AdvisorsMorgan Stanley Wealth Management$17607-17-2015
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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.