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
Kyle Arcand, Charlene GregoryLPL FinancialMSI Financial Services$15011-09-2016
Kyle Arcand, Charlene GregoryIndependent Advisor AllianceMSI Financial Services$15011-09-2016
Joseph DiVestea, Mark Mezzone, Maureen Macomber, Michael RodriguezRaymond JamesBank of America Merrill Lynch$30011-08-2016
Michael MahoneySnowden Lane PartnersMorgan Stanley Wealth Management$6411-07-2016
Ryan HigginsLPL Financial Edward Jones$7511-04-2016
Albert BergerWells Fargo AdvisorsJ.P. Morgan Securities LLC$10111-04-2016
Carl Gravina, Liana PoodiackSteward Partners Global AdvisoryWells Fargo Advisors$45011-03-2016
Joshua HouleSteward Partners Global AdvisoryEdward Jones$5011-03-2016
Robert RaeAmeriprise FinancialRBC Wealth Management$10511-02-2016
David HeideRBC Wealth ManagementWells Fargo Advisors$50011-02-2016
Mark BechtleCapitol SecuritiesWells Fargo Advisors$5011-02-2016
Larry Silverman, Amy Legate360 Wealth ManagementLPL Financial$6511-01-2016
Robert Anderson, Michael Anderson, Laurie AndersonStifel Nicolaus & Co.Buttonwood Partners$20011-01-2016
Steve Coggins, David R. Hartness, Chris JonesHightowerCapital Investment Group$25010-31-2016
Devin GarofaloLPL FinancialLincoln Financial$28010-31-2016
Ken FurstMorgan Stanley Wealth ManagementStifel Nicolaus & Co.$28010-28-2016
Chad Dufrene, Wally Gundlach, Chris Kenny, Tris Millard, Jack Rovetto, Benton Turnage, Brian WynneLPL FinancialJ.P. Morgan Securities LLC$1,40010-27-2016
Joseph MamerStifel Nicolaus & Co.RBC Wealth Management$9610-27-2016
Thomas PinkRBC Wealth ManagementWells Fargo Advisors$15410-26-2016
Jeff Cohen, Christian Clinton, Jena Burrows Robert W. Baird & Co.Wells Fargo Advisors$34310-26-2016
Jerrold AngelWaddell and AssociatesSignator Investors$6010-25-2016
Harold MacFarland, Tadd Hicks Raymond JamesUBS Financial Services$22010-25-2016
W. Blaine BurtonWaddell and AssociatesU.S. Bancorp Investments$5410-21-2016
Jason RudolphStifel Nicolaus & Co.Morgan Stanley Wealth Management$8410-21-2016
Michael AllenWells Fargo AdvisorsEdward Jones$10310-21-2016
« Previous PageNext Page »

Showing 51 to 75 of 2,574 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.