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
Suzanne LaTourRaymond JamesBank of America Merrill Lynch$10001-13-2017
Hank HollandFirst Republic SecuritiesBank of America Merrill Lynch$50001-13-2017
Jeff PeiflyRBC Wealth ManagementMorgan Stanley Wealth Management$7301-13-2017
Jonathan HeacockLPL Financial Foresters Financial$5201-12-2017
Kevin SmithAmeriprise FinancialUBS Financial Services$7401-12-2017
Greg BowdenWells Fargo AdvisorsUBS Financial Services$5601-10-2017
Rich Lowrie, Wayne Carney, Bryan BlackburnMcDonald PartnersWells Fargo Advisors$25001-06-2017
Roger Berry, Felix Erbring, Ted GrayBank of America Merrill LynchUBS Financial Services$46601-06-2017
Mark Wickard, Regina Wickard, Kevin Lynch, Tobias TimmOppenheimerCantor Fitzgerald Wealth Partners$1,00001-06-2017
Michael Garden, Alexandra Kurth, Craig Kurth, Herman Lall, Jared Reynolds, Christopher Wade, Carroll Wilkerson, Ryan Wilkerson LPL Financial Waddell and Reed$43001-05-2017
Sima AlefiLPL Financial Wells Fargo Advisors$5001-05-2017
Jeremy KientzWells Fargo AdvisorsEdward Jones$5601-05-2017
Scott PilchardLPL Financial Manning & Napier Investor Services$7701-04-2017
Timothy BlattnerLPL Financial MetLife Securities$5601-04-2017
Katherine Fisher-SchultzRaymond JamesMorgan Stanley Wealth Management$17301-04-2017
Wes McKenna, Clayton Abel, Kit Leary, Christopher Mathwig, Bobby Parham.LPL Financial Nationwide Securities$17801-03-2017
Lynn Grossman, Brian VieiraRaymond JamesWells Fargo Advisors$23012-28-2016
Paul Fischer, Larry NordmannRaymond JamesLPL Financial$11512-28-2016
Steve Hacker, Brian Menickella, Mark Schatzel LPL Financial TFS Securities$23212-27-2016
Gregory AloisioAmeriprise FinancialWells Fargo Advisors$10312-19-2016
Robert BrowneRobert W. Baird & Co.Wells Fargo Advisors$14612-19-2016
Keith Epstein, Andrew OremlandRobert W. Baird & Co.Wells Fargo Advisors$24312-19-2016
Mark MorganLPL Financial Money Concepts Captial$11512-16-2016
Garth LurveyLPL Financial Suntrust Investment Services$5012-15-2016
Jeffrey RobinLPL Financial JPMorgan Chase & Co.$6012-15-2016
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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.