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
Steve Myatt Stifel Nicolaus & Co.Wells Fargo Advisors$28910-12-2016
William KruegerStifel Nicolaus & Co.Wells Fargo Advisors$18410-06-2016
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
Doug Charney, Freddy CassiviProspera Financial ServicesWells Fargo Advisors$19008-30-2016
John McIntyreRBC Wealth ManagementWells Fargo Advisors$10008-23-2016
Donald McCullough, John McCullough, William SparksRaymond JamesWells Fargo Advisors$22008-12-2016
Daniel Head, Brian Dickey, Steven Witt, Barbara MillionTriad AdvisorsWells Fargo Advisors$19007-29-2016
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
Chris GolesJanney Montgomery ScottWells Fargo Advisors$9806-23-2016
George Bragaw, William Weldon, Tara OrendorffRaymond JamesWells Fargo Advisors$20506-20-2016
Ken SarpuJanney Montgomery ScottWells Fargo Advisors$11606-16-2016
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
Herbert Buchbinder, Daniel Stolper, Mary Travis-SwansonStifel Nicolaus & Co.Wells Fargo Advisors$50005-25-2016
Henry Berg, Glen MagloffStifel Nicolaus & Co.Wells Fargo Advisors$25005-19-2016
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
Chandon Simonis, John NiermeyerLPL FinancialWells Fargo Advisors$51604-28-2016
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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.