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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
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
Bill WoodwardLPL FinancialWells Fargo Advisors$10006-17-2015
David FlandersAmeriprise FinancialWells Fargo Advisors$5406-02-2015
James WalkerAmeriprise FinancialWells Fargo Advisors$5506-02-2015
William 'Bill' LukeAmeriprise FinancialWells Fargo Advisors$10206-02-2015
Henry ShoresAmeriprise FinancialWells Fargo Advisors$6606-02-2015
Karen HigginsAmeriprise FinancialWells Fargo Advisors$10206-02-2015
Kevin WoodAmeriprise FinancialWells Fargo Advisors$15406-02-2015
David B. NifongIndependent Advisor AllianceWells Fargo Advisors$10006-02-2015
Jon Marzano, Art Marzano, Steven GalloIndependent Advisor AllianceWells Fargo Advisors$26506-02-2015
Mark Cross, Chris Caldwell, Jason NortonIntegrated Financial GroupWells Fargo Advisors$9105-12-2015
James MottelerAmeriprise FinancialWells Fargo Advisors$7105-05-2015
Brian DuelferAmeriprise FinancialWells Fargo Advisors$9705-05-2015
Peter Chapman, Michael Cardwell, Patrick Fazio, Juan E. PapadopulosRaymond JamesWells Fargo Advisors$17504-21-2015
John RojasAmeriprise FinancialWells Fargo Advisors$7004-02-2015
Matthew S. MarcolinaOppenheimerWells Fargo Advisors$7504-01-2015
James H. Pohlman, Jr.Raymond JamesWells Fargo Advisors$17504-01-2015
Matthew J. McDowellMorgan Stanley Wealth ManagementWells Fargo Advisors$5303-30-2015
Jim MottelerAmeriprise FinancialWells Fargo Advisors$8003-20-2015
Thomas CagganelloMorgan Stanley Wealth ManagementWells Fargo Advisors$14503-18-2015
Hayley HigginsStratos Wealth PartnersWells Fargo Advisors$10002-11-2015
Timothy Metcalf, Robert Pinto Stifel Nicolaus & Co.Wells Fargo Advisors$25501-22-2015
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Showing 1 to 25 of 211 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.