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
Benjamin Price, William Cal Batchelor, Anson Kanoy Raymond JamesWells Fargo Advisors$20011-21-2016
Chris Cooke, Brian CookeNoyesWells Fargo Advisors$1,70011-21-2016
Carl Gravina, Liana PoodiackSteward Partners Global AdvisoryWells Fargo Advisors$45011-03-2016
David HeideRBC Wealth ManagementWells Fargo Advisors$50011-02-2016
Mark BechtleCapitol SecuritiesWells Fargo Advisors$5011-02-2016
Thomas PinkRBC Wealth ManagementWells Fargo Advisors$15410-26-2016
Jeff Cohen, Christian Clinton, Jena Burrows Robert W. Baird & Co.Wells Fargo Advisors$34310-26-2016
Steve Myatt Stifel Nicolaus & Co.Wells Fargo Advisors$28910-12-2016
William KruegerStifel Nicolaus & Co.Wells Fargo Advisors$18410-06-2016
Todd DarlingAmeriprise FinancialWells Fargo Advisors$10409-30-2016
Scott GongorekAmeriprise FinancialWells Fargo Advisors$8209-30-2016
Paul Benge, Sheldon BengeLPL Financial Wells Fargo Advisors$15509-30-2016
Paul Benge, Leslie Benge, Sheldon Benge360 Wealth ManagementWells Fargo Advisors$8509-30-2016
Eric DemarcusLPL Financial Wells Fargo Advisors$8509-29-2016
Andrea Klipfel, Kevin KlipfelLPL Financial Wells Fargo Advisors$7509-28-2016
Henrique Pinheiro, Diogo ScelzaBolton Global CapitalWells Fargo Advisors$18509-16-2016
Larry Natale, Mark Johnson & Dino JohnsonSteward Partners Global AdvisoryWells Fargo Advisors$16009-16-2016
Thomas Schmidt, Bradley SchmidtStifel Nicolaus & Co.Wells Fargo Advisors$14009-15-2016
Kim Campbell, Doris SilvaLPL Financial Wells Fargo Advisors$6609-13-2016
Richard DunaganAmeriprise FinancialWells Fargo Advisors$7309-02-2016
Matthew NeelyAmeriprise FinancialWells Fargo Advisors$7809-02-2016
Mark MahaneyLPL Financial Wells Fargo Advisors$5009-02-2016
Doug Charney, Freddy CassiviProspera Financial ServicesWells Fargo Advisors$19008-30-2016
Ellis Shiver, Todd ShiverLPL Financial Wells Fargo Advisors$8308-24-2016
John McIntyreRBC Wealth ManagementWells Fargo Advisors$10008-23-2016
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Showing 1 to 25 of 301 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.