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.

¬ęConsidering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Tony Urdes, Bianca UrdesStifel Nicolaus & Co.UBS Financial Services$30004-20-2018
Peter ScudnerStifel Nicolaus & Co.Janney Montgomery Scott$29804-18-2018
Erin DanielsStifel Nicolaus & Co.BMO Harris Financial Advisors$12003-27-2018
Daniel NewellStifel Nicolaus & Co.RBC Wealth Management$7403-01-2018
Steve Thomsen Stifel Nicolaus & Co.Bank of America Merrill Lynch$8303-01-2018
Michael SilvermanStifel Nicolaus & Co.Oppenheimer$10002-16-2018
Adam ChustzStifel Nicolaus & Co.Edward Jones$19302-13-2018
Greg GreenbergStifel Nicolaus & Co.Wells Fargo Advisors$17801-18-2018
Tom Hankins, Jay LauzonStifel Nicolaus & Co.Ameriprise Financial$19701-17-2018
Geoff Espe, Larry FlynnStifel Nicolaus & Co.Wheelhouse Securities Corporation$17601-10-2018
William McLaughlin, John MurphyStifel Nicolaus & Co.Bank of America Merrill Lynch$11812-20-2017
Keith Holzwarth, Angelo Panoff, Michael Hall Stifel Nicolaus & Co.Wells Fargo Advisors$25012-11-2017
Joseph Bailey VaughanStifel Nicolaus & Co.Wells Fargo Advisors$5412-11-2017
Phillip RogersStifel Nicolaus & Co.Wunderlich Securities$10611-20-2017
Phillip MacDonald Stifel Nicolaus & Co.Bank of America Merrill Lynch$7011-20-2017
Ken Ramos, Gary RudowStifel Nicolaus & Co.Morgan Stanley Wealth Management$32511-02-2017
Mark P. SullivanStifel Nicolaus & Co.Morgan Stanley Wealth Management$10510-25-2017
Frederic ShibelStifel Nicolaus & Co.Morgan Stanley Wealth Management$12510-23-2017
Steve DaileyStifel Nicolaus & Co.Morgan Stanley Wealth Management$10010-19-2017
David SafarianStifel Nicolaus & Co.Wells Fargo Advisors$11609-29-2017
Amandus 'Buz' FreyStifel Nicolaus & Co.Wells Fargo Advisors$11809-20-2017
David HatcherStifel Nicolaus & Co.FSC Securities$6209-06-2017
Henry Scott Kruse, Robert Schmidt, Jim GaudetteStifel Nicolaus & Co.Oppenheimer$34208-18-2017
Nicholas Dukas, Jason DukasStifel Nicolaus & Co.Wells Fargo Advisors$14008-18-2017
Mark CisselStifel Nicolaus & Co.Morgan Stanley Wealth Management$5408-17-2017
Next Page »

Showing 1 to 25 of 94 entries

Page 1 | 2 | 3 | 4

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.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.