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
Carol Rogers, Omar R. QureshiHightower AdvisorsLPL Financial $20003-27-2017
Jim Ewing, Michael ConaHightower AdvisorsBank of America Merrill Lynch$20003-13-2017
Jeffery Kelly, Brian WohlnerHightower AdvisorsUBS Financial Services$16002-21-2017
Joel Talish, John BuffaHightower AdvisorsWells Fargo Advisors$1,00002-01-2017
Michael SkowfoeHightower AdvisorsWells Fargo Advisors$1,00001-17-2017
Jake Falcon, Cory BittnerHightower AdvisorsUBS Financial Services$26012-05-2016
Steve Coggins, David R. Hartness, Chris JonesHightower AdvisorsCapital Investment Group$25010-31-2016
William Thrush, Meghan Rump Hightower AdvisorsBank of America Merrill Lynch$25010-18-2016
Thomas Foley, Keith HierHightower AdvisorsMorgan Stanley Wealth Management$50008-15-2016
Meloni Hallock, Alev LewisHightower AdvisorsAcacia Wealth Advisors$50007-06-2016
John EganHightower AdvisorsJ.M. Egan Wealth Advisors$30006-28-2016
Lauren Pearson Hightower AdvisorsBank of America Merrill Lynch$5006-17-2016
Barbara Archer, Mark Schweiss, Karen Meers, Patty McClainHightower AdvisorsArcher Wealth Management$40006-08-2016
LaRue GibsonHightower AdvisorsBank of America Merrill Lynch$30006-06-2016
Denver GilliandHightower AdvisorsBank of America Merrill Lynch$31505-08-2016
Chris Ure, Al MartinezHightower AdvisorsUBS Financial Services$12504-18-2016
Paul Rand, Joel Rand, Sarah MinakaryHightower AdvisorsMorgan Stanley Wealth Management$20003-18-2016
Matt Otto, Karen RivotHightower AdvisorsSuntrust Investment Services$32003-14-2016
Joseph Feinberg, Tamara SteinHightower AdvisorsMorgan Stanley Wealth Management$45012-17-2015
Ron Weiner Hightower AdvisorsRDM Financial Group$70011-11-2015
William VanDresser, Elden J. LeGaux, Eugene FrankelHightower AdvisorsLegacy Wealth Partners$60010-16-2015
Tom ReganHightower AdvisorsLenox Wealth Management$25009-25-2015
Melissa DuffyHightower AdvisorsDuffy Anderson Investment Management LLC$15008-27-2015
Jeffrey R. LaguschHightower AdvisorsMorgan Stanley Wealth Management$10008-21-2015
Christopher Shin; Jeffrey FulkHightower AdvisorsGuggenheim Investment Advisory$32507-27-2015
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Showing 1 to 25 of 73 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.