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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.


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Sanford Family, Kenneth Leonard, Brian CrowleyRaymond JamesWells Fargo Advisors$45011-30-2015
Kim GiannoneRobert W. Baird & Co.Wells Fargo Advisors$10511-16-2015
Nancy K. Leizman, Lisa KlimaRaymond JamesWells Fargo Advisors$19511-05-2015
Jeff Brown, Patrick Ford, Tyler MorrisLPL FinancialWells Fargo Advisors$52511-05-2015
Erin Cockman, Angie Hall, Melissa SpoonRaymond JamesWells Fargo Advisors$15011-03-2015
Michael Eddy, Chris Eddy, Tony PalazzoTriad AdvisorsWells Fargo Advisors$35011-03-2015
Tammy Sweet Halprin, Scott Finkler, Tracy Lardiere, Kelly TalpeyRaymond JamesWells Fargo Advisors$26011-03-2015
Thomas Boyd, Margaret Boyd, James 'Beau' Boyd, Mitzi Rollins, Christopher GriffinRaymond JamesWells Fargo Advisors$30010-01-2015
Bob Krumholz, Becca Siegel Bank of America Merrill LynchWells Fargo Advisors$27010-01-2015
Merry Lyn Bagwell, Scott Wicke Raymond JamesWells Fargo Advisors$10009-23-2015
Vic Philleo, Chris Holladay, Kim HendersonRaymond JamesWells Fargo Advisors$16009-23-2015
Jin ParkBank of America Merrill LynchWells Fargo Advisors$15209-11-2015
Clare HiattAmeriprise FinancialWells Fargo Advisors$5409-03-2015
Richard BarberAmeriprise FinancialWells Fargo Advisors$6309-03-2015
David OdomAmeriprise FinancialWells Fargo Advisors$10709-03-2015
Glenn KenesAmeriprise FinancialWells Fargo Advisors$19009-03-2015
Charles R. Eberly, Jr., Lawrence J. DeFluri, Michael C. McConahy, Patricia JakewayDynasty Financial PartnersWells Fargo Advisors$25008-31-2015
Mark Cross, John Caldwell, Jason NortonLPL FinancialWells Fargo Advisors$15008-31-2015
Rhonda Chavez, Michael Woods, Kevin PittsLPL FinancialWells Fargo Advisors$15008-31-2015
Kenton McMahon Ameriprise FinancialWells Fargo Advisors$16108-24-2015
Michael PalaceLPL FinancialWells Fargo Advisors$13008-11-2015
Bruce H. Daigle, Diane K. Fisher, Walter F. Wydo, Jr.Raymond JamesWells Fargo Advisors$27507-29-2015
Jon SissonRaymond JamesWells Fargo Advisors$13507-28-2015
Rhonda Chavez, Jake Carlson, Kevin Pitts, Michael Woods Stratos Wealth PartnersWells Fargo Advisors$16007-28-2015
Charles Tumlin, Arthur Levin, Hall SumnerRaymond JamesWells Fargo Advisors$39007-01-2015
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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.