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
Matthew Buikema, Michael Oursler, Travis MorseJanney Montgomery ScottRaymond James$20003-05-2018
Jeramy D. MayJanney Montgomery ScottWells Fargo Advisors$11803-01-2018
Kyle L. Clements, Will LangdonJanney Montgomery ScottBank of America Merrill Lynch$30002-22-2018
Kenneth P. Steinmetz, James C. JacksonJanney Montgomery ScottBank of America Merrill Lynch$12802-22-2018
Andrew F. AubreyJanney Montgomery ScottBank of America Merrill Lynch$22002-14-2018
Scott Horowitz, Shelly DeLucasJanney Montgomery ScottRaymond James$10001-18-2018
Bernie L. TownesJanney Montgomery ScottUBS Financial Services$6511-30-2017
Amanda B. GlanzJanney Montgomery ScottUBS Financial Services$5511-30-2017
Victoria RickerJanney Montgomery ScottMorgan Stanley Wealth Management$7011-02-2017
Colleen MacKenzie-DoinoJanney Montgomery ScottMorgan Stanley Wealth Management$9711-02-2017
Matthew J. CramerJanney Montgomery ScottBank of America Merrill Lynch$15311-02-2017
Fady C. MaghakJanney Montgomery ScottRaymond James$20009-22-2017
Jeff SmithJanney Montgomery ScottMorgan Stanley Wealth Management$10009-15-2017
Marguerite KircherJanney Montgomery ScottWellington Sheilds$11909-08-2017
Brendan Flaherty, Sandra CummingsJanney Montgomery ScottBank of America Merrill Lynch$11609-06-2017
Chris MacPherson, Evan Gilchrest, James PolinerJanney Montgomery ScottBank of America Merrill Lynch$11808-31-2017
John Hardiman, William LeppingJanney Montgomery ScottBank of America Merrill Lynch$7708-30-2017
Christopher WalkleyJanney Montgomery ScottMorgan Stanley Wealth Management$10708-22-2017
Stephen ElderJanney Montgomery ScottHilliard Lyons$8108-17-2017
Jamie SmithJanney Montgomery ScottWells Fargo Advisors$5108-16-2017
Jeffrey JacksonJanney Montgomery ScottRaymond James$10608-01-2017
Timothy Sullivan, Paul Sullivan, Christopher PetersJanney Montgomery ScottWells Fargo Advisors$9607-20-2017
Carlton AndersonJanney Montgomery ScottMassMutual Financial Group$8207-06-2017
Jesse ParksJanney Montgomery ScottSA Stone Wealth Management$18506-13-2017
Jesse G. Parks, Alice S. RoyalJanney Montgomery ScottSA Stone Wealth Management$18506-13-2017
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Showing 1 to 25 of 74 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.


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