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
Ed HeckerStifel Nicolaus & Co.UBS Financial Services$6011-10-2016
Robert Anderson, Michael Anderson, Laurie AndersonStifel Nicolaus & Co.Buttonwood Partners$20011-01-2016
Joseph MamerStifel Nicolaus & Co.RBC Wealth Management$9610-27-2016
Jason RudolphStifel Nicolaus & Co.Morgan Stanley Wealth Management$8410-21-2016
Randy PowersStifel Nicolaus & Co.Morgan Stanley Wealth Management$20810-21-2016
Steve Myatt Stifel Nicolaus & Co.Wells Fargo Advisors$28910-12-2016
William KruegerStifel Nicolaus & Co.Wells Fargo Advisors$18410-06-2016
Janice ReillyStifel Nicolaus & Co.RBC Wealth Management$9409-30-2016
Thomas Schmidt, Bradley SchmidtStifel Nicolaus & Co.Wells Fargo Advisors$14009-15-2016
Joseph Long, Brian SchneiweissStifel Nicolaus & Co.Bank of America Merrill Lynch$50009-06-2016
David Morris, Matthew WaldmanStifel Nicolaus & Co.UBS Financial Services$15008-04-2016
William Lloyd, Andrew Means, Peter WillseaStifel Nicolaus & Co.Bank of America Merrill Lynch$65507-07-2016
Herbert Buchbinder, Daniel Stolper, Mary Travis-SwansonStifel Nicolaus & Co.Wells Fargo Advisors$50005-25-2016
Henry Berg, Glen MagloffStifel Nicolaus & Co.Wells Fargo Advisors$25005-19-2016
Scott LinkStifel Nicolaus & Co.Charles Schwab$50005-19-2016
Larry Watts, Casey Knowles, Robert Thompson, Brian WilkinsonStifel Nicolaus & Co.Morgan Stanley Wealth Management$54005-12-2016
Chuck A. Roberts, Toby Mitchell, David StoneStifel Nicolaus & Co.Morgan Stanley Wealth Management$52403-16-2016
Sonny Skinner, Mark Causey, Everett Nix, Steve Hagood, Will HumberStifel Nicolaus & Co.Bank of America Merrill Lynch$37010-01-2015
David Cohen, Fredrick Bennett, Jeffrey Haiken Stifel Nicolaus & Co.Janney Montgomery Scott$28506-08-2015
Stephen Smith, Elizabeth Schrock Stifel Nicolaus & Co.Morgan Stanley Wealth Management$14705-07-2015
Kyle Grossart, Joe McGann Stifel Nicolaus & Co.Southwest Securities$15103-27-2015
Timothy Metcalf, Robert Pinto Stifel Nicolaus & Co.Wells Fargo Advisors$25501-15-2015
John M. Van DongeStifel Nicolaus & Co.Bank of America Merrill Lynch$60011-20-2014
Stephen S. Brown, James P. GoetzStifel Nicolaus & Co.Bank of America Merrill Lynch$2,50010-20-2014
James StambaughStifel Nicolaus & Co.Morgan Stanley Wealth Management$18010-02-2014
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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.