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
Paul L. FeinsteinFirst Republic SecuritiesUBS Financial Services$45002-10-2017
Travis GodleyProspera Financial ServicesUBS Financial Services$15302-09-2017
Levi McMellianFocus Financial PartnersCFO4Life$80002-07-2017
Brian ButlerLPL Financial J.P. Morgan Securities LLC$7002-06-2017
Jeb Brown, Bruce WilliamsLPL Financial Blakeslee and Blakeslee Inc.$10702-03-2017
Laura FasanLPL Financial Infinex$9302-03-2017
Curt BeyerLPL Financial RBC Wealth Management$9502-03-2017
Brad Bersh, Terrence McCreanor, Dana MessinaAmeriprise FinancialMorgan Stanley Wealth Management$38502-03-2017
Thomas DattiloAmeriprise FinancialUBS Financial Services$14702-03-2017
Howard Gartenhaus, Matthew Zuckergood, Howard Perlroth, Bryan BeamerAmeriprise FinancialKestra Financial$16802-03-2017
Dorne HallAmeriprise FinancialMSI Financial Services$16002-03-2017
Mark StegmannAmeriprise FinancialWells Fargo Advisors$9102-03-2017
Joel Talish, John BuffaHightower AdvisorsWells Fargo Advisors$1,00002-01-2017
Cella QuinnLPL Financial FSC Securities$16001-30-2017
Phillip JohnsonAmeriprise FinancialWoodbury Financial Services$7801-30-2017
Kevin ClouseRBC Wealth ManagementMorgan Stanley Wealth Management$11001-30-2017
Adam HeckmanLPL Financial Fifth Third Securities$8401-27-2017
Todd Vander LugtLPL Financial Waddell and Reed$5601-24-2017
Jason Horg, Sandra Horg, Devin ShaefferLPL Financial Capital Financial Services$25401-23-2017
Mitchell ReinhardtLPL Financial Capital Financial Services$24601-23-2017
David Lautz, Francisco MalfavonSnowden Lane PartnersWells Fargo Advisors$12501-23-2017
Adriane Lowe, Roy Moon, Anthony TurcotteLPL Financial MML Investors Services$15101-20-2017
Anthony Bui, Quan LuuLPL Financial Wells Fargo Advisors$8301-20-2017
John MaitaAmeriprise FinancialUBS Financial Services$10701-20-2017
Donald Alderman, Robert Holt, Jamie O'Brien, Scott LaneyAmeriprise FinancialWells Fargo Advisors$50001-20-2017
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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.