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.

«Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Matt BaltuchRaymond JamesMorgan Stanley Wealth Management$25005-04-2018
David ElwoodRaymond JamesWells Fargo Advisors$11005-04-2018
Wayne McCormick, Steve SpainRaymond JamesWells Fargo Advisors$17505-03-2018
Tom Sedoric, Casey Snyder, Erika Luczynski, Brittany LongRaymond JamesWells Fargo Advisors$35005-02-2018
Grigori Lvov, Robert KikinRaymond JamesWells Fargo Advisors$16204-20-2018
Gary Rosen, Daniel KrameRaymond JamesWells Fargo Advisors$62104-20-2018
Donald J. Simpson, Jeffrey Grant, Gloria Grant, Jason GravesRaymond JamesWells Fargo Advisors$30004-18-2018
Jeff Porasik, Suzanne YdeRaymond JamesWells Fargo Advisors$40504-17-2018
Dean HooverRaymond JamesUBS Financial Services$7004-09-2018
Scott D. SullivanRaymond JamesBank of America Merrill Lynch$20004-05-2018
Nicole SennettRaymond JamesBank of America Merrill Lynch$21603-28-2018
Randolph Price, Matthew PriceRaymond JamesRBC Wealth Management$60003-22-2018
Jason HemeonRaymond JamesWells Fargo Advisors$17003-21-2018
Seymour SlatkinRaymond JamesWells Fargo Advisors$14003-15-2018
Katherine Reisfeld, Barbara BoccutoRaymond JamesWells Fargo Advisors$15003-09-2018
Phil Closuit, Jane FitzwilliamRaymond JamesBank of America Merrill Lynch$15003-06-2018
Matthew Buikema, Michael Oursler, Travis MorseRaymond JamesRaymond James$20003-02-2018
Taylor Adams, Annie NorrisRaymond JamesBank of America Merrill Lynch$18003-01-2018
James Trimpe, Timothy Stolt, Lori RupeRaymond JamesWells Fargo Advisors$13002-26-2018
Alan Raffer, Sherry Birnbaum, Jeremy RafferRaymond JamesWells Fargo Advisors$17002-23-2018
Matthew Spradlin, Richard GodfreyRaymond JamesBank of America Merrill Lynch$18002-22-2018
Taylor Adams, Annie NorrisRaymond JamesBank of America Merrill Lynch$18002-16-2018
Robert Steven FoxRaymond JamesWells Fargo Advisors$12002-09-2018
Andrew HutchesonRaymond JamesUBS Financial Services$20002-01-2018
Scot Morris, Alex Brand, Alicia Borghi, Barbara Wiltshire, Hasti ThompsonRaymond JamesWells Fargo Advisors$35001-29-2018
Next Page »

Showing 1 to 25 of 357 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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