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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
Kurt WiegertNFP Advisor Services GroupFounders Financial$6005-01-2014
Paul AuslanderNFP Advisor Services GroupFoothill Securities$7005-01-2014
Markus ByrdNFP Advisor Services GroupAmeriprise Financial$5005-01-2014
Garrett J. DevineNFP Advisor Services GroupWells Fargo Advisors$6505-01-2014
Morrie SymsonNFP Advisor Services GroupUBS Financial Services$004-10-2014
David MizrahiNFP Advisor Services GroupWells Fargo Advisors$004-10-2014
Howard D. Richards, Jim GoodlandNFP Advisor Services GroupCambridge Investment Research$17503-06-2014
Thomas Besselman, Matt Heinz, Todd GuerinNFP Advisor Services GroupVSR Financial Services$10002-28-2013

Showing 1 to 8 of 8 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.