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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
Christopher Fluehr, Jason Mamalis Raymond JamesWells Fargo Advisors$20007-18-2014
Linda GoodsonMorgan Stanley Wealth ManagementWells Fargo Advisors$11007-10-2014
Bobbie Meola, Kelly Riley, Tonette EcholsStratos Wealth PartnersWells Fargo Advisors$006-30-2014
Jason PayneING Financial PartnersWells Fargo Advisors$6706-30-2014
Paul Vidovich, Gregory Gonzales, Robert B. Mitchell, Jr., Jacqueline T. Wieland, Phillip Joyce, Michael PlanningStifel Nicolaus & Co.Wells Fargo Advisors$58606-11-2014
Nick IppolitoING Financial PartnersWells Fargo Advisors$5106-04-2014
Steve TrimbleUBS Financial ServicesWells Fargo Advisors$20005-30-2014
Robert Wood (Bob), Robert Wood, Jr., (Rob), Carlton BrownRaymond JamesWells Fargo Advisors$005-28-2014
Roger ConnellCommonwealth Financial NetworkWells Fargo Advisors$5905-27-2014
Joseph Zappia, Ted Garofola Focus Financial PartnersWells Fargo Advisors$40005-27-2014
Seymour Krinsky, Ken Eidson, Kyle Doege RBC Wealth ManagementWells Fargo Advisors$35005-02-2014
Garrett J. DevineNFP Advisor Services GroupWells Fargo Advisors$6505-01-2014
David Neunuebel, Lisa BarrantesRaymond JamesWells Fargo Advisors$8005-01-2014
John Morgan, Brian Sabo, Jason Edelson Hightower AdvisorsWells Fargo Advisors$38404-28-2014
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
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Showing 1 to 25 of 161 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.