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
Kyle L. Clements, Will LangdonJanney Montgomery ScottBank of America Merrill Lynch$30002-22-2018
Kenneth P. Steinmetz, James C. JacksonJanney Montgomery ScottBank of America Merrill Lynch$12802-22-2018
Matthew Spradlin, Richard GodfreyRaymond JamesBank of America Merrill Lynch$18002-22-2018
Adam Spiegelman, Alan SpiegelmanCommonwealth Financial NetworkNorthwestern Mutual $35002-21-2018
Shawn Greseth, Chris Kellett, Donovan LaibWells Fargo AdvisorsBank of America Merrill Lynch$40002-21-2018
Grove N. Mower, Philip W. Hummer, David D. Cox, Rebecca J. Parr, Ryan J. RossHightower AdvisorsWayne Hummer Investments $45002-20-2018
Taylor Adams, Annie NorrisRaymond JamesBank of America Merrill Lynch$18002-16-2018
Jim Steffen, Ted ErhartLaSalle St. SecuritiesLPL Financial$13002-16-2018
Richard L. BeanAmeriprise FinancialUBS Financial Services$7702-16-2018
Michael SilvermanStifel Nicolaus & Co.Oppenheimer$10002-16-2018
Brad Frederickson, Jeff FredericksonUBS Financial ServicesWells Fargo Advisors$40002-14-2018
Andrew F. AubreyJanney Montgomery ScottBank of America Merrill Lynch$22002-14-2018
Adam ChustzStifel Nicolaus & Co.Edward Jones$19302-13-2018
Robert Steven FoxRaymond JamesWells Fargo Advisors$12002-09-2018
Ryan Lambert, Cheri Amsden, Daniel Miller, James Phillips, Christopher Spratt, Mark WellsAmeriprise FinancialMML Investors Services$29402-01-2018
Andrew HutchesonRaymond JamesUBS Financial Services$20002-01-2018
Wayne WagnerSecurities AmericaLPL Financial$9101-31-2018
Scot Morris, Alex Brand, Alicia Borghi, Barbara Wiltshire, Hasti ThompsonRaymond JamesWells Fargo Advisors$35001-29-2018
Dennis HallWells Fargo AdvisorsBank of America Merrill Lynch$20001-24-2018
Joseph Troy, Robert Caiaze, Adam Reed, James McNairRBC Wealth ManagementWells Fargo Advisors$60001-24-2018
Sarah MarksRaymond JamesWells Fargo Advisors$16001-18-2018
David Garber, William Thompson, Jason WeberRaymond JamesWells Fargo Advisors$15001-18-2018
Robert Battin, Roger Finucan, Todd HankinsSummit Brokerage ServicesWells Fargo Advisors$15001-18-2018
Greg GreenbergStifel Nicolaus & Co.Wells Fargo Advisors$17801-18-2018
Scott Horowitz, Shelly DeLucasJanney Montgomery ScottRaymond James$10001-18-2018
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Showing 51 to 75 of 3,283 entries

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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.

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