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
Paul Neuner, Kevin McFarland, Dominic Repetti, Neelab Naibkhyl, Timothy Cronin, Damon DeLillo, Michael RozovicsRaymond JamesWells Fargo Advisors$7,00007-25-2016
J. Shawn Gentle Raymond JamesWells Fargo Advisors$17507-20-2016
Walter Meranze, Ken Dysart, Sean GogolaProspera Financial ServicesWells Fargo Advisors$1,20006-30-2016
George Bragaw, William Weldon, Tara OrendorffRaymond JamesWells Fargo Advisors$20506-20-2016
Darrin ConradLPL FinancialWells Fargo Advisors$8006-13-2016
Robert FrankLPL FinancialWells Fargo Advisors$12006-10-2016
Joe Tabaka, Charles KoliasConfluence Financial PartnersWells Fargo Advisors$13705-28-2016
Thomas SandkampLPL FinancialWells Fargo Advisors$6005-12-2016
Fred QuattlebaumLPL FinancialWells Fargo Advisors$5005-06-2016
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
Terry BaileyLPL FinancialWells Fargo Advisors$6004-28-2016
Chandon Simonis, John NiermeyerLPL FinancialWells Fargo Advisors$51604-28-2016
Mark J. Elliott, Scott R. Friedman, Darren Dawson, John A. KentSuntrust Investment ServicesWells Fargo Advisors$53404-22-2016
Phillip LeeIndependent Advisor AllianceWells Fargo Advisors$10004-14-2016
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
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Showing 1 to 25 of 267 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.