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.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Gilbert NeighborsLPL FinancialWells Fargo Advisors$6311-03-2017
Jordan Plaster, Clark Scarvey, Harry ShumakerAmeriprise FinancialBank of America Merrill Lynch$33304-21-2017
John Watts, Steuart Evans, Russell Henshaw, Bradford FlowersRaymond JamesWells Fargo Advisors$70004-18-2017
Dennis Laird, Donald Lundy, Jogn Pfaudler LPL FinancialAmeriprise Financial$12012-02-2016
J. Shawn Gentle Raymond JamesWells Fargo Advisors$17507-20-2016
Lauren Pearson Hightower AdvisorsBank of America Merrill Lynch$5006-17-2016
Robert TatumLPL FinancialInfinex$6004-11-2016
Linda Allison, Derrell CrimmCommonwealth Financial NetworkLincoln Financial$10010-01-2015
Sonny Skinner, Mark Causey, Everett Nix, Steve Hagood, Will HumberStifel Nicolaus & Co.Bank of America Merrill Lynch$37010-01-2015
Thomas Boyd, Margaret Boyd, James 'Beau' Boyd, Mitzi Rollins, Christopher GriffinRaymond JamesWells Fargo Advisors$30007-31-2015
Brian Hinson, Bob Johnson, Jonathan HornsbyLPL FinancialLincoln Financial$25004-30-2015
D. Paterson CopeProspera Financial ServicesRaymond James$6004-17-2015
Terry Bethea, Larry AngstSecurities AmericaLPL Financial$10002-17-2015
J. Samuel FitchBridgeworth FinancialWarren Averett CPAs and Advisors$59702-02-2015
Jay HiggenbothamBank of America Merrill LynchRaymond James$22511-06-2014
Thomas Dedrick, Pam FranklinRaymond JamesBank of America Merrill Lynch$16202-21-2014
W.F. Sanders Jr., J. Wesley Clayton, Henry (Moss) E. Crosby Jr., Michael P. AhearnHightower AdvisorsMorgan Stanley Wealth Management$50009-13-2013
Steven S. PhillipsBenjamin F. Edwards & Co.Wells Fargo Advisors$004-19-2013
John Gray, Jerri Gray, Jim DriskellInvestacorpNext Financial$9002-04-2013
Michael MullisSecurities AmericaLPL Financial$22311-15-2012
DeLynn Zell, Pete McCarn, Jeris Burns, David LeCompteLPL FinancialLincoln Financial$1,00008-14-2012
Jimmy Burns, Judd FlemingWells Fargo AdvisorsMorgan Stanley Wealth Management$14607-11-2012
Ryan Baker, Stuart HammBank of America Merrill LynchMorgan Stanley Wealth Management$13003-14-2012
Don Gill, William LaRosaMorgan Stanley Wealth ManagementBank of America Merrill Lynch$47001-11-2012
Christopher Hagen, Daniel SloanLPL FinancialMorgan Keegan$18001-04-2012
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Showing 1 to 25 of 29 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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