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.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Steven Friedman, Jeremy Friedman Raymond JamesWells Fargo Advisors$13005-23-2017
Jeff Holloway, Sean Harman, Betty Wilson, Amanda Miller, Whitney ScobeeRaymond JamesWells Fargo Advisors$27505-18-2017
Michael EdmondsonIndependent Advisor AllianceWells Fargo Advisors$12005-11-2017
Mark PojednicRaymond JamesWells Fargo Advisors$19405-11-2017
Marcelo Poliak, Pablo Gherardi, Guillermo Guerra, Nicholas CoubroughJefferiesWells Fargo Advisors$1,50005-05-2017
Mark BurnsHightower AdvisorsWells Fargo Advisors$30005-02-2017
James Novaria, Nick YetterAmeriprise FinancialWells Fargo Advisors$22204-27-2017
Stephen Spector, Peter Frisch Raymond JamesWells Fargo Advisors$45004-27-2017
Beth Sweeney, Eric SweeneyRaymond JamesWells Fargo Advisors$8204-27-2017
Scott MathesonAmeriprise FinancialWells Fargo Advisors$7004-26-2017
David MossJanney Montgomery ScottWells Fargo Advisors$9004-24-2017
Christopher ApgarMorgan Stanley Wealth ManagementWells Fargo Advisors$31804-21-2017
Thomas Volpini, Derek BockHightower AdvisorsWells Fargo Advisors$17504-19-2017
John Watts, Steuart Evans, Russell Henshaw, Bradford FlowersRaymond JamesWells Fargo Advisors$70004-18-2017
Lisa McIntire Shaw, Clif McIntire, Nathan Peterson, Jonathan LindnerRaymond JamesWells Fargo Advisors$23004-13-2017
Aaron Dykas, Lisa SchafferBank of America Merrill LynchWells Fargo Advisors$18504-06-2017
Grant UlrickLPL Financial Wells Fargo Advisors$7603-31-2017
William Blake Raymond JamesWells Fargo Advisors$16003-31-2017
Dustin GrangerLPL Financial Wells Fargo Advisors$11703-23-2017
Paul GuerraLPL Financial Wells Fargo Advisors$7003-21-2017
Sam Kim, Scott MannRaymond JamesWells Fargo Advisors$13803-20-2017
Thomas Hughes, Bill SteeleAmeriprise FinancialWells Fargo Advisors$23903-17-2017
Timothy WeishornLPL Financial Wells Fargo Advisors$9603-13-2017
Timothy Mahieu, Sara Schauermann LPL Financial Wells Fargo Advisors$15703-13-2017
Bruce Evans, William Pickens, John Templeton, Zack VaughnBenjamin F. Edwards & Co.Wells Fargo Advisors$46403-06-2017
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Showing 1 to 25 of 358 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.