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
Daniel AustinRBC Wealth ManagementRaymond James$10004-09-2018
Matthew Buikema, Michael Oursler, Travis MorseJanney Montgomery ScottRaymond James$20003-05-2018
Matthew Buikema, Michael Oursler, Travis MorseRaymond JamesRaymond James$20003-02-2018
Richard MitchenHD Vest Investment ServicesRaymond James$24002-28-2018
Scott Horowitz, Shelly DeLucasJanney Montgomery ScottRaymond James$10001-18-2018
Becky VittumLPL FinancialRaymond James$6011-29-2017
Jose Gabriel Lopez, Misael LugoAmeriprise FinancialRaymond James$12411-10-2017
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 FinancialRaymond James$9902-24-2017
Anthony Trigona, Lawrence StateAmeriprise FinancialRaymond James$15002-17-2017
Scottie TraylorLPL FinancialRaymond 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
Next Page »

Showing 1 to 25 of 59 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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