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.

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jim Ewing, Michael ConaHightower AdvisorsBank of America Merrill Lynch$20003-13-2017
John Brewster, Randall BrewsterAmeriprise FinancialUBS Financial Services$26103-10-2017
Ryan Kirby, Chris HayesSnowden Lane PartnersBank of America Merrill Lynch$45003-10-2017
Patricia Bennett, Heather Poole, Kristen SwansonRaymond JamesBank of America Merrill Lynch$13803-08-2017
Juliano de SouzaBank of America Merrill LynchBTG Pactual$20003-08-2017
Noah Doyle, Charles Princiotto, Sean MartinJanney Montgomery ScottBank of America Merrill Lynch$15003-06-2017
Bradford S. ParsonsRaymond JamesBank of America Merrill Lynch$11503-06-2017
Bruce Evans, William Pickens, John Templeton, Zack VaughnBenjamin F. Edwards & Co.Wells Fargo Advisors$46403-06-2017
Michelle BeginaSnowden Lane PartnersMorgan Stanley Wealth Management$40003-03-2017
Janis Cross, Matthew West, A.J. SchultzRaymond JamesMorgan Stanley Wealth Management$14403-02-2017
Christopher BatesGolden State Wealth ManagementJPMorgan Chase & Co.$12003-01-2017
Preston CovingtonRaymond JamesWells Fargo Advisors$37502-27-2017
C. Robert Bennett, Holly JensenProspera Financial ServicesWells Fargo Advisors$6502-27-2017
Scott Douglas WilliamsLPL Financial Raymond James$9902-24-2017
Kent Ray, Jeff Siefert, Greg SeilerStifel Nicolaus & Co.Wells Fargo Advisors$35002-24-2017
John SpiesRBC Wealth ManagementMorgan Stanley Wealth Management$13602-23-2017
Vincent MorrisTriad AdvisorsLPL Financial $4,00002-23-2017
Kirby Webb360 Wealth ManagementEdward Jones$9802-23-2017
Frank Hibbard, Amy RosaRaymond JamesMorgan Stanley Wealth Management$14002-21-2017
Angela Helmus-O'Brien, Travis Hadwin, Todd SeymourRaymond JamesMorgan Stanley Wealth Management$27002-21-2017
Todd HoffmanRaymond JamesMorgan Stanley Wealth Management$28002-21-2017
Jeffery Kelly, Brian WohlnerHightower AdvisorsUBS Financial Services$16002-21-2017
Anthony Trigona, Lawrence StateAmeriprise FinancialRaymond James$15002-17-2017
Brian BuckleyDynasty Financial PartnersMorgan Stanley Wealth Management$60002-17-2017
Anthony TrottaAmeriprise FinancialWells Fargo Advisors$6502-16-2017
« Previous PageNext Page »

Showing 26 to 50 of 2,747 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15

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.