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
John Houchin, James ErnstRaymond JamesWells Fargo Advisors$23007-17-2017
Brian HartzellRaymond JamesBank of America Merrill Lynch$10006-30-2017
Bob SolanoRaymond JamesMorgan Stanley Wealth Management$10006-29-2017
Ronald Kikawa, Karen K.Y. Yasukawa, Gregg Matsuura, Wesley K. Yamamoto, Susanne M. Millard, Paul Yamashita, Kelly Kimura, Reid KobashigawaRaymond JamesUBS Financial Services$3,50006-27-2017
Scott W. Powers, Gregg Powers, Sean C. SillRaymond JamesWells Fargo Advisors$50006-26-2017
Kathleen Hobart, Denise Leong, Kristin CarrRaymond JamesMorgan Stanley Wealth Management$16506-22-2017
Thomas Burger, Jeanne HagarRaymond JamesLincoln Financial$15006-21-2017
C. Kemper Wharton, M. Todd OneyRaymond JamesBank of America Merrill Lynch$50006-19-2017
Steven LibovRaymond JamesJanney Montgomery Scott$9006-16-2017
Paul Staadeker, Jeremy StaadekerRaymond JamesWells Fargo Advisors$17506-15-2017
Fred BurkeRaymond JamesInvest Financial$14105-31-2017
Steve EnglishRaymond JamesInvest Financial$6005-31-2017
Sandy Martin, Kirsty WalkerRaymond JamesBank of America Merrill Lynch$11005-30-2017
Gary Cook, Kristina Daniel, Beth DeckerRaymond JamesBank of America Merrill Lynch$24005-25-2017
Steven Friedman, Jeremy Friedman Raymond JamesWells Fargo Advisors$13005-23-2017
Ron BakerRaymond JamesBank of America Merrill Lynch$10005-19-2017
Jeff Holloway, Sean Harman, Betty Wilson, Amanda Miller, Whitney ScobeeRaymond JamesWells Fargo Advisors$27505-18-2017
Ken Robbins, Kathy RoshayRaymond JamesD.A. Davidson & Co.$17705-17-2017
Richard GrobmanRaymond JamesOppenheimer$42005-15-2017
Mark PojednicRaymond JamesWells Fargo Advisors$19405-11-2017
Ali MandalinciRaymond JamesUBS Financial Services$13005-04-2017
Michael Jeppson, Angie DusoRaymond JamesBank of America Merrill Lynch$40005-02-2017
Stephen Spector, Peter Frisch Raymond JamesWells Fargo Advisors$45004-27-2017
Beth Sweeney, Eric SweeneyRaymond JamesWells Fargo Advisors$8204-27-2017
Walter StamperRaymond JamesBank of America Merrill Lynch$14704-27-2017
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Showing 1 to 25 of 295 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.