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
Mark Griffin, Mark Liley Raymond JamesWells Fargo Advisors$50505-31-2018
Michael HeckmanStifel Nicolaus & Co.Wells Fargo Advisors$30705-25-2018
Gary Baker, Dan Kraus, Kim Rubenstein, Kim PeakerKestra FinancialWells Fargo Advisors$18605-24-2018
Constantine Harris, Faith HarringtonRaymond JamesWells Fargo Advisors$22505-24-2018
Christian CombergStifel Nicolaus & Co.Wells Fargo Advisors$13305-24-2018
Karla Olson-Bellfi, Thai-Vi Pham, Omer Bellfi Robert W. Baird & Co.Wells Fargo Advisors$47505-23-2018
John Mathey, Dan Mirabella Robert W. Baird & Co.Wells Fargo Advisors$30505-23-2018
Brian FisherCommonwealth Financial NetworkWells Fargo Advisors$11305-18-2018
Jeff Pratt, Bryan KazleySuntrust Investment ServicesWells Fargo Advisors$50005-18-2018
Gary Weissman, Eric DionRBC Wealth ManagementWells Fargo Advisors$60005-18-2018
Dan GruberStifel Nicolaus & Co.Wells Fargo Advisors$34705-18-2018
Jeff HughesStifel Nicolaus & Co.Wells Fargo Advisors$9805-18-2018
Asma MahmoodStifel Nicolaus & Co.Wells Fargo Advisors$6605-17-2018
Bill FedorRobert W. Baird & Co.Wells Fargo Advisors$20605-04-2018
Irv MindesRobert W. Baird & Co.Wells Fargo Advisors$36005-04-2018
David ElwoodRaymond JamesWells Fargo Advisors$11005-04-2018
Wayne McCormick, Steve SpainRaymond JamesWells Fargo Advisors$17505-03-2018
Tom Sedoric, Casey Snyder, Erika Luczynski, Brittany LongRaymond JamesWells Fargo Advisors$35005-02-2018
Matthew LoitzJanney Montgomery ScottWells Fargo Advisors$15705-01-2018
John Martin, Ross Dowling, and Joshua ZellerRaymond JamesWells Fargo Advisors$70004-26-2018
Doug Dumais, Kirt Fredericks, Kathy HaleRBC Wealth ManagementWells Fargo Advisors$17504-26-2018
Steve Battel, Rob Yevchak, Bruce Battel, Nancy HurstKestra FinancialWells Fargo Advisors$30004-25-2018
Tim GariganRBC Wealth ManagementWells Fargo Advisors$22504-23-2018
Grigori Lvov, Robert KikinRaymond JamesWells Fargo Advisors$16204-20-2018
Gary Rosen, Daniel KrameRaymond JamesWells Fargo Advisors$62104-20-2018
Next Page »

Showing 1 to 25 of 473 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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