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.

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

Results filtered by
Adviser(s) Firm joining Firm leaving AUM ($M) Date
Bill FedorRobert W. Baird & Co.Wells Fargo Advisors$20605-04-2018
Irv MindesRobert W. Baird & Co.Wells Fargo Advisors$36005-04-2018
Tim GariganRBC Wealth ManagementWells Fargo Advisors$22504-23-2018
Erin DanielsStifel Nicolaus & Co.BMO Harris Financial Advisors$12003-27-2018
John Hebert, Brandon HebertKestra FinancialUBS Financial Services$6812-29-2017
Ruggero Borletti, Sabrina PrasilBank of America Merrill LynchUBS Financial Services$30311-30-2017
Ryan LurieAmeriprise FinancialMorgan Stanley Wealth Management$6911-20-2017
Allen Langer, J. Fredrick Martinez, Marnie RoseRBC Wealth ManagementUBS Financial Services$23111-03-2017
Michael HuffmanAmeriprise FinancialWells Fargo Advisors$21910-20-2017
Frank BrownWoodbury Financial ServicesNational Planning$34710-18-2017
Larry Lytle RBC Wealth ManagementBank of America Merrill Lynch$11510-03-2017
Sharon Barton, Jay SpectorLPL FinancialBank of America Merrill Lynch$31107-28-2017
Stephen Neff, Kim OhlerRaymond JamesBank of America Merrill Lynch$20007-27-2017
Gail Giclas Raymond JamesBank of America Merrill Lynch$37707-27-2017
Brett McQuiston, Paul AhernHightower AdvisorsWealthTrust$44504-13-2017
Scott PilchardLPL FinancialManning & Napier Investor Services$7701-04-2017
Timothy HammondLPL FinancialUSAA Financial Advisors$12512-08-2016
Arthur HoffmanAmeriprise FinancialWedbush Securities$12311-18-2016
Carmen Cercone, Kyle Richardson, Thomas Lundgaard, Tyler Brilinski, James BruceKestra FinancialSII Investments$70011-15-2016
James LesniewskiLPL FinancialAmeriprise Financial$6009-30-2016
Dawna Westberg-Welch Stratos Wealth PartnersJPMorgan Chase & Co.$6506-16-2016
Robert L. Jackson, Jared Roskelley, Barbara Sutton,Greg Stark, Darin Shebesta, Mike Cupell, Debra Brough, Conrad Roskelley Raymond JamesCambridge Investment Research$18006-10-2016
Dawna Westberg-WelchLPL FinancialJPMorgan Chase & Co.$6604-01-2016
Bob Rittel, Elizabeth MahoneyStratos Wealth PartnersWells Fargo Advisors$20002-10-2016
Brian Jack, Matt FigueroaPinnacle Peak AdvisorsAmeriprise Financial$20002-01-2016
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Showing 1 to 25 of 60 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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