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.

Adviser(s) Firm joining Firm leaving AUM ($M) Date
James MonteverdeRoyal AllianceThe Monteverde Group$30004-22-2016
Phillip PalmerRoyal AllianceChestnut Street Group$48504-22-2016
Scott Fitzgerald, Tim Allen, Frank MaranoRoyal AllianceVanderbilt Securities$17003-22-2016
Daniel McCarthyRoyal Alliance National Planning$10105-29-2015
Guy Nicosia, Gerard Nicosia, John NicosiaRoyal AllianceVanderbilt Securities$15011-06-2013
Savage and AssociatesRoyal AllianceWalnut Street Securities$1,40007-05-2013
Sam Clark, James Davenport, Les BarberRoyal AllianceLincoln Financial$30003-06-2013
Sherri Stansbury, Carey StansburyRoyal AllianceNext Financial$23511-30-2012
Matthew Hanshaw, Taylor Ranker, Alfred VaranoRoyal AllianceNational Planning$32511-16-2012
Angelo Talebi, Artin BandariRoyal AllianceLPL Financial$23011-16-2012
Kennedy Crossnan, William BrancucciRoyal AllianceMetLife Securities$10012-02-2011

Showing 1 to 11 of 11 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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