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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
Sanford Family, Kenneth Leonard, Brian CrowleyRaymond JamesWells Fargo Advisors$45011-23-2015
Elliot WeissmarkRaymond JamesWells Fargo Advisors$12511-09-2015
Alan J. Henry, Steven Jensen, Emily Zimmerman, Michael Ollmann, Deborah Helm, Sandra KarwoskiRaymond JamesWells Fargo Advisors$22511-06-2015
Kim GiannoneRobert W. Baird & Co.Wells Fargo Advisors$10511-06-2015
Nancy K. Leizman, Lisa KlimaRaymond JamesWells Fargo Advisors$19511-04-2015
Erin Cockman, Angie Hall, Melissa SpoonRaymond JamesWells Fargo Advisors$15011-03-2015
Tammy Sweet Halprin, Scott Finkler, Tracy Lardiere, Kelly TalpeyRaymond JamesWells Fargo Advisors$26009-30-2015
Robert Campbell, Joe BainRaymond JamesWells Fargo Advisors$19009-29-2015
Bob Krumholz, Becca Siegel Bank of America Merrill LynchWells Fargo Advisors$27009-28-2015
Michael Eddy, Chris Eddy, Tony PalazzoTriad AdvisorsWells Fargo Advisors$35009-23-2015
Merry Lyn Bagwell, Scott Wicke Raymond JamesWells Fargo Advisors$10009-21-2015
Jeff Brown, Patrick Ford, Tyler MorrisLPL FinancialWells Fargo Advisors$52509-18-2015
Vic Philleo, Chris Holladay, Kim HendersonRaymond JamesWells Fargo Advisors$16009-17-2015
Jin ParkBank of America Merrill LynchWells Fargo Advisors$15209-04-2015
Charles R. Eberly, Jr., Lawrence J. DeFluri, Michael C. McConahy, Patricia JakewayDynasty Financial PartnersWells Fargo Advisors$25008-31-2015
Thomas Boyd, Margaret Boyd, James 'Beau' Boyd, Mitzi Rollins, Christopher GriffinRaymond JamesWells Fargo Advisors$30007-31-2015
Clare HiattAmeriprise FinancialWells Fargo Advisors$5407-24-2015
Richard BarberAmeriprise FinancialWells Fargo Advisors$6307-24-2015
David OdomAmeriprise FinancialWells Fargo Advisors$10707-24-2015
Glenn KenesAmeriprise FinancialWells Fargo Advisors$19007-24-2015
Kenton McMahon Ameriprise FinancialWells Fargo Advisors$16107-17-2015
Ryan RechLPL FinancialWells Fargo Advisors$10007-09-2015
Christopher CliffordLPL FinancialWells Fargo Advisors$10007-07-2015
Regina McCann HessLPL FinancialWells Fargo Advisors$9707-01-2015
Rhonda Chavez, Michael Woods, Kevin PittsLPL FinancialWells Fargo Advisors$15006-19-2015
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Showing 1 to 25 of 238 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.