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
Lynn Grossman, Brian VieiraRaymond JamesWells Fargo Advisors$23012-28-2016
Robert BrowneRobert W. Baird & Co.Wells Fargo Advisors$14612-19-2016
Keith Epstein, Andrew OremlandRobert W. Baird & Co.Wells Fargo Advisors$24312-19-2016
John Solomon, Phil Greer, Bill Dukelow, Hamilton NealRaymond JamesWells Fargo Advisors$28812-14-2016
Michael Anderson, Alvin Spencer, Richard Williams & Chris ArmourStifel Nicolaus & Co.Wells Fargo Advisors$60012-08-2016
Michael FisherAmeriprise FinancialWells Fargo Advisors$19312-05-2016
Roni ChaseJanney Montgomery ScottWells Fargo Advisors$8912-01-2016
Jarrod BiebelRaymond JamesWells Fargo Advisors$35011-30-2016
Gary Hency, Leland RoiderStifel Nicolaus & Co.Wells Fargo Advisors$24811-30-2016
Benjamin Price, William Cal Batchelor, Anson Kanoy Raymond JamesWells Fargo Advisors$20011-21-2016
Chris Cooke, Brian CookeNoyesWells Fargo Advisors$1,70011-21-2016
Carl Gravina, Liana PoodiackSteward Partners Global AdvisoryWells Fargo Advisors$45011-03-2016
David HeideRBC Wealth ManagementWells Fargo Advisors$50011-02-2016
Mark BechtleCapitol SecuritiesWells Fargo Advisors$5011-02-2016
Thomas PinkRBC Wealth ManagementWells Fargo Advisors$15410-26-2016
Jeff Cohen, Christian Clinton, Jena Burrows Robert W. Baird & Co.Wells Fargo Advisors$34310-26-2016
Steve Myatt Stifel Nicolaus & Co.Wells Fargo Advisors$28910-12-2016
William KruegerStifel Nicolaus & Co.Wells Fargo Advisors$18410-06-2016
Todd DarlingAmeriprise FinancialWells Fargo Advisors$10409-30-2016
Scott GongorekAmeriprise FinancialWells Fargo Advisors$8209-30-2016
Paul Benge, Sheldon BengeLPL Financial Wells Fargo Advisors$15509-30-2016
Paul Benge, Leslie Benge, Sheldon Benge360 Wealth ManagementWells Fargo Advisors$8509-30-2016
Eric DemarcusLPL Financial Wells Fargo Advisors$8509-29-2016
Andrea Klipfel, Kevin KlipfelLPL Financial Wells Fargo Advisors$7509-28-2016
Henrique Pinheiro, Diogo ScelzaBolton Global CapitalWells Fargo Advisors$18509-16-2016
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Showing 1 to 25 of 310 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.