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.

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Todd KrempaskyWells Fargo AdvisorsRBC Wealth Management$11208-24-2017
Deborah R. Johnston, Erica Frantz, Beth Peterson, Hannah MasonUBS Financial ServicesRBC Wealth Management$22307-18-2017
William KoriathStifel Nicolaus & Co.RBC Wealth Management$6007-11-2017
Steve Victor, Lisa FourakerJanney Montgomery ScottRBC Wealth Management$8705-01-2017
Mark Wielinga, Rosario PetrizzoStifel Nicolaus & Co.RBC Wealth Management$18002-13-2017
Curt BeyerLPL Financial RBC Wealth Management$9502-03-2017
Brandon HaaseRaymond JamesRBC Wealth Management$9801-20-2017
Craig Decker, Emma SterlingRaymond JamesRBC Wealth Management$1,30011-21-2016
Robert RaeAmeriprise FinancialRBC Wealth Management$10511-02-2016
Joseph MamerStifel Nicolaus & Co.RBC Wealth Management$9610-27-2016
Janice ReillyStifel Nicolaus & Co.RBC Wealth Management$9409-30-2016
Robert StreedAmeriprise FinancialRBC Wealth Management$7608-26-2016
Jack CooleyAmeriprise FinancialRBC Wealth Management$7206-03-2016
Christopher Detmer, Aaron BrachmanRaymond JamesRBC Wealth Management$35005-25-2016
Hans UnderdahlJanney Montgomery ScottRBC Wealth Management$9305-04-2016
Gregory Van KesterenLPL FinancialRBC Wealth Management$6001-08-2016
Peter LightLPL FinancialRBC Wealth Management$5512-16-2015
Peter WeilLPL FinancialRBC Wealth Management$13009-11-2015
J. Todd Pauliny, Michael StewartJanney Montgomery ScottRBC Wealth Management$004-01-2015
Michael Berlin, Scott RichmanWells Fargo AdvisorsRBC Wealth Management$13803-26-2015
Ronald Slevin, George Gladman, Jared Stone, Jeffrey TuckerBank of America Merrill LynchRBC Wealth Management$30003-06-2015
Paul Berman, Joshua RosenzweigRaymond JamesRBC Wealth Management$20001-14-2015
Will DietzCommonwealth Financial NetworkRBC Wealth Management$6011-07-2014
Katherine Traver, Michael L. GardnerRaymond JamesRBC Wealth Management$18510-03-2014
Christopher J. CoburnRobert W. Baird & Co.RBC Wealth Management$15008-29-2014
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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.