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
Jordan Varela, Raquel ReynoldsWells Fargo AdvisorsBank of America Merrill Lynch$30007-07-2017
Paul Zambriski, Tyler PolsonWells Fargo AdvisorsBank of America Merrill Lynch$29006-30-2017
Brian HartzellRaymond JamesBank of America Merrill Lynch$10006-30-2017
Danielle Ambrose, Diane HirschornFirst Republic SecuritiesBank of America Merrill Lynch$70006-30-2017
David J. AndersonWells Fargo AdvisorsBank of America Merrill Lynch$13806-29-2017
Bob SolanoRaymond JamesMorgan Stanley Wealth Management$10006-29-2017
Brandt Haring, Joe SmartRBC Wealth ManagementBank of America Merrill Lynch$31806-29-2017
Michael BurkeLPL FinancialSuntrust Investment Services$10506-28-2017
Ronald Kikawa, Karen K.Y. Yasukawa, Gregg Matsuura, Wesley K. Yamamoto, Susanne M. Millard, Paul Yamashita, Kelly Kimura, Reid KobashigawaRaymond JamesUBS Financial Services$3,50006-27-2017
Shaun BlakesleeLPL FinancialPNC Investments $6206-26-2017
Scott W. Powers, Gregg Powers, Sean C. SillRaymond JamesWells Fargo Advisors$50006-26-2017
Katherine KicklighterAmeriprise FinancialHilliard Lyons$10906-23-2017
Bob Gehlen, Dave MuchaFirst Republic SecuritiesUBS Financial Services$60006-23-2017
Kathleen Hobart, Denise Leong, Kristin CarrRaymond JamesMorgan Stanley Wealth Management$16506-22-2017
Josephine StaglianoLPL FinancialWells Fargo Advisors Financial Network$5206-21-2017
Thomas Burger, Jeanne HagarRaymond JamesLincoln Financial$15006-21-2017
Margaret Anderson, Louis MeloneLPL FinancialWells Fargo Advisors Financial Network$5706-20-2017
Joseph BuddLPL FinancialWells Fargo Advisors Financial Network$7006-20-2017
Phil Fiore, Jeff Farrar, Lou Gloria, Tom Gahan, Chris FosterDynasty Financial PartnersUBS Financial Services$8,40006-19-2017
C. Kemper Wharton, M. Todd OneyRaymond JamesBank of America Merrill Lynch$50006-19-2017
Paul Lang, Emily EllisAmeriprise FinancialEdward Jones$36306-16-2017
James TemplinLPL FinancialHilliard Lyons$9506-16-2017
Dale Von HoffmannWaddell and ReedBank of America Merrill Lynch$10406-16-2017
Steven LibovRaymond JamesJanney Montgomery Scott$9006-16-2017
Christopher BarbeeStifel Nicolaus & Co.Oppenheimer$6106-15-2017
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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.