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 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
Benjamin Price, William Cal Batchelor, Anson Kanoy Raymond JamesWells Fargo Advisors$20011-21-2016
Craig Decker, Emma SterlingRaymond JamesRBC Wealth Management$1,30011-21-2016
Joseph DiVestea, Mark Mezzone, Maureen Macomber, Michael RodriguezRaymond JamesBank of America Merrill Lynch$30011-08-2016
Harold MacFarland, Tadd Hicks Raymond JamesUBS Financial Services$22010-25-2016
Debra Riedel, Josh J. Miles, Michele CisarioRaymond JamesMorgan Stanley Wealth Management$32509-19-2016
William Campbell, Patrick J. Courtright, Eltiena Campbell, Christine RobertsonRaymond JamesMorgan Stanley Wealth Management$36009-19-2016
Dieter RamaekersRaymond JamesMorgan Stanley Wealth Management$13209-14-2016
Patrick NickersonRaymond JamesMorgan Stanley Wealth Management$5008-30-2016
Donald McCullough, John McCullough, William SparksRaymond JamesWells Fargo Advisors$22008-12-2016
Thomas MaysRaymond JamesBank of America Merrill Lynch$10508-07-2016
Ronald ButlerRaymond JamesCetera$40608-02-2016
Chad Keim, Vince Little, Brian OswaldRaymond JamesLPL Financial$30007-28-2016
Mark Southwell, Bill Martin, Sam DicksonRaymond JamesMorgan Stanley Wealth Management$18007-26-2016
Paul Neuner, Kevin McFarland, Dominic Repetti, Neelab Naibkhyl, Timothy Cronin, Damon DeLillo, Michael RozovicsRaymond JamesWells Fargo Advisors$7,00007-25-2016
Frank Urban, David HansonRaymond JamesMorgan Stanley Wealth Management$12507-21-2016
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Showing 1 to 25 of 228 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.