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.

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Bridget Weatherly, Tom McCormick, Philip Pela, Hal Kaigler Benjamin F. Edwards & Co.Wells Fargo Advisors$002-17-2016
Angela WolfeBenjamin F. Edwards & Co.Edward Jones$002-17-2016
Howell TaylorBenjamin F. Edwards & Co.Wells Fargo Advisors$002-17-2016
Mary Schulte, Thomas Cleland, Randy Sidio, Maurice MathyBenjamin F. Edwards & Co.Morgan Stanley Wealth Management$002-17-2016
Rick FabyBenjamin F. Edwards & Co.Ameriprise Financial$002-17-2016
Christopher Coulter, Bill FerryBenjamin F. Edwards & Co.Oppenheimer$002-17-2016
Jeffrey Hill, Steve Brill, Debra Targett, Mary McLaughlin, Jessica HillBenjamin F. Edwards & Co.Wells Fargo$10009-30-2014
Joshua WillardBenjamin F. Edwards & Co.Wells Fargo Advisors$007-11-2014
John WeirBenjamin F. Edwards & Co.Wells Fargo Advisors$007-11-2014
Ernie Wright, Margaret (Kate) WrightBenjamin F. Edwards & Co.Wells Fargo Advisors$006-27-2014
Hunter GrahamBenjamin F. Edwards & Co.Wells Fargo Advisors$006-18-2014
Jason G. ClouseBenjamin F. Edwards & Co.Wells Fargo Advisors$006-13-2014
Eric R. BenchBenjamin F. Edwards & Co.Wells Fargo Advisors$006-13-2014
Katiebeth WorrellBenjamin F. Edwards & Co.Wells Fargo Advisors$005-28-2014
Bruce E. MeltonBenjamin F. Edwards & Co.Wells Fargo Advisors$005-27-2014
Samuel A. AnnittoBenjamin F. Edwards & Co.Wells Fargo Advisors$005-21-2014
Tom Bedor, Laren BedorBenjamin F. Edwards & Co.Wells Fargo Advisors$001-17-2014
David W. Davies, Jill C. Miller, Kristen A. KetchumBenjamin F. Edwards & Co.RBC Wealth Management$001-10-2014
Mark E. Barczuk, David F. MorenoBenjamin F. Edwards & Co.Wells Fargo Advisors$001-03-2014
Joan Levy MonderBenjamin F. Edwards & Co.Wells Fargo Advisors$012-13-2013
Nancy J. Eshmont, Jeffrey N. Weiner, Brian H. RubinBenjamin F. Edwards & Co.Wells Fargo Advisors$011-15-2013
Matthew G. Bishop, Ralph A. Brozzo, Dana L. GibbsBenjamin F. Edwards & Co.Wells Fargo Advisors$010-15-2013
Mark P. FellowsBenjamin F. Edwards & Co.Wells Fargo Advisors$010-15-2013
Brian M. Reilly, David E. ReillyBenjamin F. Edwards & Co.Wells Fargo Advisors$009-27-2013
David J. KarpBenjamin F. Edwards & Co.Wells Fargo Advisors$008-30-2013
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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.