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.

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Collin Rigler, Eric MontijoRaymond JamesRBC Wealth Management$18001-09-2018
Phillip Pierre ClosuitRaymond JamesBank of America Merrill Lynch$17001-04-2018
Dana Havens, Ryan Patterson, Delvan Mitchell Jr.Raymond JamesBank of America Merrill Lynch$30001-03-2018
John DeRosa, Deanna DeRosaRaymond JamesMorgan Stanley Wealth Management$18012-27-2017
Glen D. Smith, Robert L. CaseyRaymond JamesBank of America Merrill Lynch$26212-27-2017
Kel Normann, Eric T. Vernon, Murphy Paderick, Miller RobinsRaymond JamesWells Fargo Advisors$80012-14-2017
Michael Zizmer, Newton Jones, Kevin DavidsonRaymond JamesUBS Financial Services$44012-14-2017
James D. SheehanRaymond JamesUBS Financial Services$32712-12-2017
Arthur SpringerRaymond JamesBank of America Merrill Lynch$23012-08-2017
Charles Seller, Michael SalvatoreRaymond JamesMorgan Stanley Wealth Management$33012-08-2017
Christopher NolanRaymond JamesMorgan Stanley Wealth Management$13012-08-2017
David Bernacchia, Darren DeQuatroRaymond JamesUBS Financial Services$25012-05-2017
Alan E. Williams, Thomas M. Hunter, Susan W. CrunkRaymond JamesWells Fargo Advisors$25011-27-2017
Sam Oakley, Jon Lockmiller, Brian Dixon, Taylor Francis, Beverly HerbertRaymond JamesSuntrust Investment Services$70011-08-2017
Mark Lazar, John Bergerson, Morgan IrvinRaymond JamesWells Fargo Advisors$26511-07-2017
Theodore Larson Raymond JamesWells Fargo Advisors$11511-02-2017
Robert Baker, Edmund Iannaccone, Paul SaramaRaymond JamesWells Fargo Advisors$28511-02-2017
David KatzRaymond JamesAmeriprise Financial$10010-30-2017
Barry Salzman, Joshua Mauer, Michael Robert HoffRaymond JamesMorgan Stanley Wealth Management$17510-20-2017
Mark LazarRaymond JamesWells Fargo Advisors$26510-19-2017
William Keaton, Alfred SamsRaymond JamesSuntrust Investment Services$54010-18-2017
Marty Carroll, Jennifer CarrollRaymond JamesBank of America Merrill Lynch$16010-09-2017
Wayne Green, Theresa GreenRaymond JamesMorgan Stanley Wealth Management$17009-21-2017
Leonard Alsfeld, Leo Barros, Chris McLaughlin, Jannie MarkeyRaymond JamesFBT Investments$24009-18-2017
W. Bowen McRae, Roger Sullivan, Kyle Hawthorne Raymond JamesWells Fargo Advisors$20009-05-2017
Next Page »

Showing 1 to 25 of 329 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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