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.

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Ashley Banks, Donna CarrollRaymond JamesBank of America Merrill Lynch$11203-22-2017
Brian Pick, Terri Fought, Michael Bridgham, Advisor Craig, Christine EngelRaymond JamesBank of America Merrill Lynch$35003-21-2017
Sam Kim, Scott MannRaymond JamesWells Fargo Advisors$13803-20-2017
Michael GermanoRaymond JamesCitigroup$10003-16-2017
David Lum, Michael Piazza, Theresa McMastersRaymond JamesBank of America Merrill Lynch$22003-15-2017
Patricia Bennett, Heather Poole, Kristen SwansonRaymond JamesBank of America Merrill Lynch$13803-08-2017
Bradford S. ParsonsRaymond JamesBank of America Merrill Lynch$11503-06-2017
Janis Cross, Matthew West, A.J. SchultzRaymond JamesMorgan Stanley Wealth Management$14403-02-2017
Preston CovingtonRaymond JamesWells Fargo Advisors$37502-27-2017
Frank Hibbard, Amy RosaRaymond JamesMorgan Stanley Wealth Management$14002-21-2017
Angela Helmus-O'Brien, Travis Hadwin, Todd SeymourRaymond JamesMorgan Stanley Wealth Management$27002-21-2017
Todd HoffmanRaymond JamesMorgan Stanley Wealth Management$28002-21-2017
Todd Sherman, Michael Francisco, Brian Baskin, Denise Donahue, Donna Vickers, Katherine WrightRaymond JamesMorgan Stanley Wealth Management$46002-13-2017
Brandon HaaseRaymond JamesRBC Wealth Management$9801-20-2017
Alexandra KochRaymond JamesMorgan Stanley Wealth Management$9801-20-2017
James Perry Jr.Raymond JamesHilliard Lyons$10001-18-2017
Suzanne LaTourRaymond JamesBank of America Merrill Lynch$10001-13-2017
Katherine Fisher-SchultzRaymond JamesMorgan Stanley Wealth Management$17301-04-2017
Lynn Grossman, Brian VieiraRaymond JamesWells Fargo Advisors$23012-28-2016
Paul Fischer, Larry NordmannRaymond JamesLPL Financial$11512-28-2016
John Solomon, Phil Greer, Bill Dukelow, Hamilton NealRaymond JamesWells Fargo Advisors$28812-14-2016
Michael RosnerRaymond JamesBank of America Merrill Lynch$11012-08-2016
Mark J. Rhoades, George Livanos, Kelly Ward.Raymond JamesMorgan Stanley Wealth Management$25012-06-2016
Jarrod BiebelRaymond JamesWells Fargo Advisors$35011-30-2016
George D. Ewins, Richard J. Kowalski, Theresa Swett Raymond JamesBank of America Merrill Lynch$44011-28-2016
Next Page »

Showing 1 to 25 of 264 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11

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.