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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
Joseph H. McAuley, Jr.Robert W. Baird & Co.Wells Fargo Advisors$004-14-2014
David MizrahiNFP Advisor Services GroupWells Fargo Advisors$004-10-2014
Eugene C. Thompson IVCapital Investment Co.Wells Fargo Advisors$6503-27-2014
Luke Kuchenberg, Tyson RayRaymond JamesWells Fargo Advisors$22003-10-2014
James Wong, Matthew Barker, Justin Harris, Desiderio RodriquezMorgan Stanley Wealth ManagementWells Fargo Advisors$26403-03-2014
Ann B. Fleming, Thomas E. Turnbaugh Raymond JamesWells Fargo Advisors$14002-26-2014
Troy W. GaulD.A. Davidson & Co.Wells Fargo Advisors$002-24-2014
Erik O. Strid, Gerald D. Strid, Paul F. Strid, Nathan J. Hayward, Thomas J. GrecoDynasty Financial PartnersWells Fargo Advisors$30002-21-2014
David Rodrigo, Jason GoldbergRaymond JamesWells Fargo Advisors$10102-18-2014
Frederick Gollier, Michael Henning, Christopher WatersRobert W. Baird & Co.Wells Fargo Advisors$21502-10-2014
Lawrence I. MagidRobert W. Baird & Co.Wells Fargo Advisors$6002-10-2014
James P. LeslieRBC Wealth ManagementWells Fargo Advisors$14002-03-2014
William J. DrakeStifel Nicolaus & Co.Wells Fargo Advisors$1,00001-27-2014
Mark E. Barczuk, David F. MorenoBenjamin F. Edwards & Co.Wells Fargo Advisors$001-23-2014
Tom Bedor, Laren BedorBenjamin F. Edwards & Co.Wells Fargo Advisors$001-23-2014
Joan Levy MonderBenjamin F. Edwards & Co.Wells Fargo Advisors$001-23-2014
Scott Haley, Judy Mansfield, Jason Koptish, Scott GlazeRaymond JamesWells Fargo Advisors$21012-20-2013
John D. KampenB.C. Ziegler & Co.Wells Fargo Advisors$012-19-2013
Daniel J. RodriguezBank of America Merrill LynchWells Fargo Advisors$012-16-2013
Doug Noble, Greg Bowden, Rod DahlRaymond JamesWells Fargo Advisors$22012-05-2013
Allen R. Burton (Ryan)Capital Investment Co.Wells Fargo Advisors$3511-26-2013
Nancy J. Eshmont, Jeffrey N. Weiner, Brian H. RubinBenjamin F. Edwards & Co.Wells Fargo Advisors$011-20-2013
Matthew G. Bishop, Ralph A. Brozzo, Dana L. GibbsBenjamin F. Edwards & Co.Wells Fargo Advisors$010-23-2013
Mark P. FellowsBenjamin F. Edwards & Co.Wells Fargo Advisors$010-17-2013
Brian M. Reilly, David E. ReillyBenjamin F. Edwards & Co.Wells Fargo Advisors$010-15-2013
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Showing 1 to 25 of 147 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.