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
Bill AustinAmeriprise FinancialWells Fargo Advisors$10905-02-2016
David BennetteProspera Financial ServicesWells Fargo Advisors$5005-01-2016
Jamie SutherlandAmeriprise FinancialWells Fargo Advisors$8004-29-2016
Mark J. Elliott, Scott R. Friedman, Darren Dawson, John A. KentSuntrust Investment ServicesWells Fargo Advisors$53404-22-2016
Fredric JurmuGolden State Wealth ManagementWells Fargo Advisors$5503-31-2016
Derek Majkowski, George ShirleySteward Partners Global AdvisoryWells Fargo Advisors$21003-16-2016
Gregory Weggeman, R. Peter Dales, Theodore Baszler, Jennifer ButtramRaymond JamesWells Fargo Advisors$22503-14-2016
Jason DiazGolden State Wealth ManagementWells Fargo Advisors$6003-07-2016
John Dix, Karee SampsonU.S. Capital AdvisorsWells Fargo Advisors$002-23-2016
Bridget Weatherly, Tom McCormick, Philip Pela, Hal Kaigler Benjamin F. Edwards & Co.Wells Fargo Advisors$002-17-2016
Howell TaylorBenjamin F. Edwards & Co.Wells Fargo Advisors$002-17-2016
Bob Rittel, Elizabeth MahoneyStratos Wealth PartnersWells Fargo Advisors$20002-10-2016
Lorayne Fiorillo, Frank Pranio, Anna PaczesRaymond JamesWells Fargo Advisors$23501-08-2016
Elizabeth Mahoney, Robert RittelLPL FinancialWells Fargo Advisors$18501-07-2016
Anthony ArcuriLPL FinancialWells Fargo Advisors$5512-18-2015
Michael NapoliLPL FinancialWells Fargo Advisors$7011-30-2015
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
Robert LeachLPL FinancialWells Fargo Advisors$9010-16-2015
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
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Showing 1 to 25 of 255 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.