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
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
William Blake Raymond JamesWells Fargo Advisors$16003-31-2017
Sam Kim, Scott MannRaymond JamesWells Fargo Advisors$13803-20-2017
Bruce Evans, William Pickens, John Templeton, Zack VaughnBenjamin F. Edwards & Co.Wells Fargo Advisors$46403-06-2017
Preston CovingtonRaymond JamesWells Fargo Advisors$37502-27-2017
C. Robert Bennett, Holly JensenProspera Financial ServicesWells Fargo Advisors$6502-27-2017
Kent Ray, Jeff Siefert, Greg SeilerStifel Nicolaus & Co.Wells Fargo Advisors$35002-24-2017
Anthony TrottaAmeriprise FinancialWells Fargo Advisors$6502-16-2017
Mark StegmannAmeriprise FinancialWells Fargo Advisors$9102-03-2017
Joel Talish, John BuffaHightower AdvisorsWells Fargo Advisors$1,00002-01-2017
David Lautz, Francisco MalfavonSnowden Lane PartnersWells Fargo Advisors$12501-23-2017
Donald Alderman, Robert Holt, Jamie O'Brien, Scott LaneyAmeriprise FinancialWells Fargo Advisors$50001-20-2017
Chad CollinsKestra FinancialWells Fargo Advisors$11001-19-2017
Michael SkowfoeHightower AdvisorsWells Fargo Advisors$1,00001-17-2017
Rich Lowrie, Wayne Carney, Bryan BlackburnMcDonald PartnersWells Fargo Advisors$25001-06-2017
Lynn Grossman, Brian VieiraRaymond JamesWells Fargo Advisors$23012-28-2016
Gregory AloisioAmeriprise FinancialWells Fargo Advisors$10312-19-2016
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
Jason SingletonLPL Financial Wells Fargo Advisors$5512-12-2016
Michael Anderson, Alvin Spencer, Richard Williams & Chris ArmourStifel Nicolaus & Co.Wells Fargo Advisors$60012-08-2016
Michael FisherAmeriprise FinancialWells Fargo Advisors$19312-05-2016
Jeffrey McKinnonAmeriprise FinancialWells Fargo Advisors$8912-02-2016
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Showing 1 to 25 of 334 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.