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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
James Fowkes, Dan PlataSteward Partners Global AdvisoryWells Fargo Advisors$20010-24-2014
Nick Mueller, Darren AmerkanianRBC Wealth ManagementWells Fargo Advisors$8009-30-2014
Tracy A. ChanMorgan Stanley Wealth ManagementWells Fargo Advisors$5009-16-2014
Antonio J.P. Morgan Securities LLCWells Fargo Advisors$009-11-2014
Samuel A. AnnittoBenjamin F. Edwards & Co.Wells Fargo Advisors$009-11-2014
Jason G. ClouseBenjamin F. Edwards & Co.Wells Fargo Advisors$009-11-2014
Eric R. BenchBenjamin F. Edwards & Co.Wells Fargo Advisors$009-11-2014
Joshua WillardBenjamin F. Edwards & Co.Wells Fargo Advisors$009-11-2014
John WeirBenjamin F. Edwards & Co.Wells Fargo Advisors$009-11-2014
Hunter GrahamBenjamin F. Edwards & Co.Wells Fargo Advisors$009-11-2014
Katiebeth WorrellBenjamin F. Edwards & Co.Wells Fargo Advisors$009-11-2014
Bruce E. MeltonBenjamin F. Edwards & Co.Wells Fargo Advisors$009-11-2014
Ernie Wright, Margaret (Kate) WrightBenjamin F. Edwards & Co.Wells Fargo Advisors$009-11-2014
James W. McGuireRobert W. Baird & Co.Wells Fargo Advisors$009-04-2014
Kenneth Compton, Susan Buchanon, Carl Salvato, Aileen AquiRaymond JamesWells Fargo Advisors$17008-29-2014
Robert A. ClaysonRaymond JamesWells Fargo Advisors$11508-29-2014
Steven KennyWaddell and ReedWells Fargo Advisors$5008-14-2014
Nancy TuiningaWashington Wealth ManagementWells Fargo Advisors$7207-28-2014
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 PayneVoya Financial Advisors 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 IppolitoVoya Financial Advisors PartnersWells Fargo Advisors$5106-04-2014
Steve TrimbleUBS Financial ServicesWells Fargo Advisors$20005-30-2014
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Showing 1 to 25 of 179 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.