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.

«Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Ric KellogLPL FinancialBank of America Merrill Lynch$12304-24-2018
Ky McCarty, Brandon Brown, John EdenD.A. Davidson & Co.Bank of America Merrill Lynch$38004-20-2018
Scott D. SullivanRaymond JamesBank of America Merrill Lynch$20004-05-2018
Nicole SennettRaymond JamesBank of America Merrill Lynch$21603-28-2018
Kelly Bouchillon, Melissa Bouchillon, Emerson Ham, Edward AmbroseSound View Wealth AdvisorsBank of America Merrill Lynch$1,00003-26-2018
Phil Closuit, Jane FitzwilliamRaymond JamesBank of America Merrill Lynch$15003-06-2018
Taylor Adams, Annie NorrisRaymond JamesBank of America Merrill Lynch$18003-01-2018
Steve Thomsen Stifel Nicolaus & Co.Bank of America Merrill Lynch$8303-01-2018
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
Shawn Greseth, Chris Kellett, Donovan LaibWells Fargo AdvisorsBank of America Merrill Lynch$40002-21-2018
Taylor Adams, Annie NorrisRaymond JamesBank of America Merrill Lynch$18002-16-2018
Andrew F. AubreyJanney Montgomery ScottBank of America Merrill Lynch$22002-14-2018
Dennis HallWells Fargo AdvisorsBank of America Merrill Lynch$20001-24-2018
Gayle Johnson Hightower AdvisorsBank of America Merrill Lynch$11501-17-2018
Jeff Schottenstein, Stuart WechslerFirst Republic SecuritiesBank of America Merrill Lynch$1,50001-05-2018
Phillip Pierre ClosuitRaymond JamesBank of America Merrill Lynch$17001-04-2018
Dana Havens, Ryan Patterson, Delvan Mitchell Jr.Raymond JamesBank of America Merrill Lynch$30001-03-2018
Glen D. Smith, Robert L. CaseyRaymond JamesBank of America Merrill Lynch$26212-27-2017
William McLaughlin, John MurphyStifel Nicolaus & Co.Bank of America Merrill Lynch$11812-20-2017
Brian InmanLPL FinancialBank of America Merrill Lynch$5812-08-2017
Peter ArnoldLPL FinancialBank of America Merrill Lynch$7912-08-2017
Lin EdwardsWells Fargo AdvisorsBank of America Merrill Lynch$13012-08-2017
Arthur SpringerRaymond JamesBank of America Merrill Lynch$23012-08-2017
Next Page »

Showing 1 to 25 of 412 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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