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
Tom Parker, Patrick Dugan, Paul SpencerHightower AdvisorsBank of America Merrill Lynch$16005-22-2017
Harry MullenLPL FinancialSuntrust Investment Services$7205-19-2017
Ron BakerRaymond JamesBank of America Merrill Lynch$10005-19-2017
Charles WhiteAmeriprise FinancialRaymond James$11705-18-2017
June Strunk, Shane OJanney Montgomery ScottMorgan Stanley Wealth Management$30005-18-2017
Jeff Holloway, Sean Harman, Betty Wilson, Amanda Miller, Whitney ScobeeRaymond JamesWells Fargo Advisors$27505-18-2017
Forbes RobinsonFinancial Advocates Investment ManagementWaddell and Reed$6005-17-2017
Ethan AssoulineBolton Global CapitalHSBC Private Bank$29205-17-2017
Christopher Aitken, Shelby Aitken, and Ken TonningUBS Financial ServicesBank of America Merrill Lynch$90005-17-2017
Eric Jacobsen, Lanny NebekerCommonwealth Financial NetworkSignator Investors$15005-17-2017
Jason WeaverPurshe Kaplan Sterling InvestmentsAmeriprise Financial$22505-17-2017
Ken Robbins, Kathy RoshayRaymond JamesD.A. Davidson & Co.$17705-17-2017
June Strunk, Shane O'BrienJanney Montgomery ScottMorgan Stanley Wealth Management$17705-16-2017
Jeffrey TolbertRobert W. Baird & Co.UBS Financial Services$17805-16-2017
Joseph KuzmankoStratos Wealth PartnersHuntington Investments$5405-15-2017
Richard GrobmanRaymond JamesOppenheimer$42005-15-2017
Joshua Black Private Advisor GroupFirst Command Financial$8005-12-2017
Donna KaneStifel Nicolaus & Co.UBS Financial Services$10505-12-2017
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
« Previous PageNext Page »

Showing 351 to 375 of 3,213 entries

Page 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15 | 16 | 17 | 18 | 19 | 20 | 21 | 22

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.