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.

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Fady C. MaghakJanney Montgomery ScottRaymond James$20009-22-2017
Erin Wynn Masters, Galin Wynn CristAmeriprise FinancialRaymond James$14109-22-2017
Jeffrey JacksonJanney Montgomery ScottRaymond James$10608-01-2017
Steven Higgins, Allison SchmidtLPL FinancialRaymond James$6605-26-2017
Charles WhiteAmeriprise FinancialRaymond James$11705-18-2017
Mark Kopkin, Scott EnglehardtStifel Nicolaus & Co.Raymond James$16005-04-2017
Scott Douglas WilliamsLPL Financial Raymond James$9902-24-2017
Anthony Trigona, Lawrence StateAmeriprise FinancialRaymond James$15002-17-2017
Scottie TraylorLPL Financial Raymond James$8512-01-2016
Scott Ramo, Valerie RamoRBC Wealth ManagementRaymond James$30007-13-2016
David DitzelAmeriprise FinancialRaymond James$7206-29-2016
Caroline KorteLPL FinancialRaymond James$8405-16-2016
Michael SchipperRBC Wealth ManagementRaymond James$002-19-2016
Steven CollinsWells Fargo AdvisorsRaymond James$13202-18-2016
Geoffrey GatlinWells Fargo AdvisorsRaymond James$16902-18-2016
Frank MartinLPL FinancialRaymond James$7001-29-2016
Scott PiggushLPL FinancialRaymond James$14312-04-2015
Scott HusnickAmeriprise FinancialRaymond James$14311-06-2015
John CrookProspera Financial ServicesRaymond James$8508-05-2015
Joel PalatnikLPL FinancialRaymond James$16508-03-2015
Jeremy Strickler, Robin ErnstWells Fargo AdvisorsRaymond James$13905-04-2015
Tom Weissenburger, David OlberdingLPL FinancialRaymond James$22004-30-2015
D. Paterson CopeProspera Financial ServicesRaymond James$6004-17-2015
Jay HiggenbothamBank of America Merrill LynchRaymond James$22511-06-2014
Mitchell R. McCannAmeriprise FinancialRaymond James$10711-03-2014
Next Page »

Showing 1 to 25 of 52 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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