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.

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Kel Normann, Eric T. Vernon, Murphy Paderick, Miller RobinsRaymond JamesWells Fargo Advisors$80012-14-2017
Keith Holzwarth, Angelo Panoff, Michael Hall Stifel Nicolaus & Co.Wells Fargo Advisors$25012-11-2017
Joseph Bailey VaughanStifel Nicolaus & Co.Wells Fargo Advisors$5412-11-2017
Margaret R. Price, Sarah K. Springer and Grant F. ShearerRobert W. Baird & Co.Wells Fargo Advisors$1,00011-30-2017
Alan E. Williams, Thomas M. Hunter, Susan W. CrunkRaymond JamesWells Fargo Advisors$25011-27-2017
Joseph A. Friend, Ross GordonRBC Wealth ManagementWells Fargo Advisors$20811-08-2017
Mark Lazar, John Bergerson, Morgan IrvinRaymond JamesWells Fargo Advisors$26511-07-2017
Alfred L. Hobgood III, Alfred L. Hobgood IV, A. Harrison PeatrossRBC Wealth ManagementWells Fargo Advisors$18211-02-2017
Theodore Larson Raymond JamesWells Fargo Advisors$11511-02-2017
Robert Baker, Edmund Iannaccone, Paul SaramaRaymond JamesWells Fargo Advisors$28511-02-2017
George Dominello, William DominelloRBC Wealth ManagementWells Fargo Advisors$39510-30-2017
Michael HuffmanAmeriprise FinancialWells Fargo Advisors$21910-20-2017
Mark LazarRaymond JamesWells Fargo Advisors$26510-19-2017
David Neihart, Douglas Royle, Brent Neihart, Camden Fells, Eric Wynkoop, Johnnie HuffAmeriprise FinancialWells Fargo Advisors$36910-06-2017
David SafarianStifel Nicolaus & Co.Wells Fargo Advisors$11609-29-2017
Bradford Clinard, Ronald ClinardLPL FinancialWells Fargo Advisors$12809-21-2017
Amandus 'Buz' FreyStifel Nicolaus & Co.Wells Fargo Advisors$11809-20-2017
Ken WilliamsRobert W. Baird & Co.Wells Fargo Advisors$15009-18-2017
W. Bowen McRae, Roger Sullivan, Kyle Hawthorne Raymond JamesWells Fargo Advisors$20009-05-2017
Robert FarmerLPL FinancialWells Fargo Advisors$19208-31-2017
James Carbonell, Matthew Forrey, Amy CaffeseRBC Wealth ManagementWells Fargo Advisors$36508-30-2017
Bruce Georgi, Gerald BarkleyRBC Wealth ManagementWells Fargo Advisors$20508-30-2017
Douglas AllenLPL FinancialWells Fargo Advisors$11908-25-2017
Jesse MillerLPL FinancialWells Fargo Advisors$8808-24-2017
Nicholas Dukas, Jason DukasStifel Nicolaus & Co.Wells Fargo Advisors$14008-18-2017
Next Page »

Showing 1 to 25 of 409 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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