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
Kent Ray, Jeff Siefert, Greg SeilerStifel Nicolaus & Co.Wells Fargo Advisors$35002-24-2017
Mark McAdams, Steve SchwarzbachDynasty Financial PartnersUBS Financial Services$40002-23-2017
Blake PratzDynasty Financial PartnersUBS Financial Services$35002-23-2017
James WebbLPL Financial Edward Jones$6802-23-2017
Jason Borrasso, Richard GanimLPL Financial MetLife Securities$6002-23-2017
Kristi Baker, Kelli Davis, Joseph Van DeusenLPL Financial MML Investors Services$48302-23-2017
John SpiesRBC Wealth ManagementMorgan Stanley Wealth Management$13602-23-2017
Vincent MorrisTriad AdvisorsLPL Financial $4,00002-23-2017
Kirby Webb360 Wealth ManagementEdward Jones$9802-23-2017
Charles SchreaderLPL Financial Wells Fargo Advisors$7002-22-2017
Frank Hibbard, Amy RosaRaymond JamesMorgan Stanley Wealth Management$14002-21-2017
Angela Helmus-O'Brien, Travis Hadwin, Todd SeymourRaymond JamesMorgan Stanley Wealth Management$27002-21-2017
Todd HoffmanRaymond JamesMorgan Stanley Wealth Management$28002-21-2017
Jeffery Kelly, Brian WohlnerHightower AdvisorsUBS Financial Services$16002-21-2017
Anthony Trigona, Lawrence StateAmeriprise FinancialRaymond James$15002-17-2017
Brian BuckleyDynasty Financial PartnersMorgan Stanley Wealth Management$60002-17-2017
Anthony TrottaAmeriprise FinancialWells Fargo Advisors$6502-16-2017
Mark StandringWells Fargo AdvisorsMorgan Stanley Wealth Management$6702-16-2017
Jeff McElroy, Shawn PeschkeLPL Financial Arvest Asset Management$13502-15-2017
Fredrick KelleyLPL Financial MML Investors Services$8002-15-2017
McCall McGuireProspera Financial ServicesSummit Brokerage Services$7302-15-2017
Todd Sherman, Michael Francisco, Brian Baskin, Denise Donahue, Donna Vickers, Katherine WrightRaymond JamesMorgan Stanley Wealth Management$46002-13-2017
Mark Wielinga, Rosario PetrizzoStifel Nicolaus & Co.RBC Wealth Management$18002-13-2017
Steven BalabanHilltop SecuritiesWilliams Financial Group$5502-10-2017
Paul L. FeinsteinFirst Republic SecuritiesUBS Financial Services$45002-10-2017
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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.