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
Eric LingLPL Financial USAA Financial Advisors$9007-29-2016
Kathleen LaurinLPL Financial VSR Financial Services$10507-29-2016
Daniel Head, Brian Dickey, Steven Witt, Barbara MillionTriad AdvisorsWells Fargo Advisors$19007-29-2016
James H. HardingHilltop SecuritiesMorgan Stanley Wealth Management$13007-29-2016
Wesley Lentz, Clinton VanLinder, Robert Amberg, Robert CampbellKestra FinancialTransamerica Financial Advisors$1,00007-29-2016
Chad Keim, Vince Little, Brian OswaldRaymond JamesLPL Financial$30007-28-2016
Robert TempletonLPL Financial Waddell and Associates$6007-26-2016
Bryan WieferichLPL Financial Waddell and Associates$5007-26-2016
Mark Southwell, Bill Martin, Sam DicksonRaymond JamesMorgan Stanley Wealth Management$18007-26-2016
Robert Duncan, Bradley Newman, Zachary BrevermanWells Fargo AdvisorsBank of America Merrill Lynch$40007-26-2016
Steven BrandtLPL Financial Cetera$5307-25-2016
David FleisherAxa AdvisorsMetLife Premier Client Group$90007-25-2016
Paul Neuner, Kevin McFarland, Dominic Repetti, Neelab Naibkhyl, Timothy Cronin, Damon DeLillo, Michael RozovicsRaymond JamesWells Fargo Advisors$7,00007-25-2016
Bryan Kupchik, Robert SchultzLPL Financial Ameriprise Financial$6807-22-2016
Jeffrey TalleyLPL Financial Private Client Services$10007-22-2016
Edward JonaitisLPL Financial VSR Financial Services$9707-22-2016
Matthew Brown, Michael BrownLPL Financial VSR Financial Services$35007-22-2016
Habib H. Yousefzadeh Bank of America Merrill LynchMorgan Stanley Wealth Management$11007-22-2016
George Ashford, Larry Awbrey, Peter Gregory, Charles TuttLPL Financial Cetera$23607-21-2016
Frank Urban, David HansonRaymond JamesMorgan Stanley Wealth Management$12507-21-2016
J. Shawn Gentle Raymond JamesWells Fargo Advisors$17507-20-2016
Keith BarberisRaymond JamesUBS Financial Services$10007-20-2016
Jereme BriscoLPL Financial USAA Financial Advisors$28007-18-2016
Joseph M. Coffey, Stephen E. BradyWells Fargo AdvisorsDeutsche Bank$23007-18-2016
Oscar GuevaraBolton Global CapitalBank of America Merrill Lynch$8007-18-2016
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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.