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
Matthew LoitzJanney Montgomery ScottWells Fargo Advisors$15705-01-2018
Andrew F. AubreyJanney Montgomery ScottBank of America Merrill Lynch$22002-14-2018
Joseph Troy, Robert Caiaze, Adam Reed, James McNairRBC Wealth ManagementWells Fargo Advisors$60001-24-2018
Scott SkidmoreLPL FinancialWells Fargo Advisors$7112-21-2017
William E. Christian, Tammi A. Lauder, Michael J. Lent, William T. LentFieldpoint PrivateJPMorgan Chase & Co.$70012-18-2017
George Dominello, William DominelloRBC Wealth ManagementWells Fargo Advisors$39510-30-2017
Brian McqueeneyLPL FinancialCetera$5110-16-2017
Marty Carroll, Jennifer CarrollRaymond JamesBank of America Merrill Lynch$16010-09-2017
Chris MacPherson, Evan Gilchrest, James PolinerJanney Montgomery ScottBank of America Merrill Lynch$11808-31-2017
Paul Sheldon, Jesse SheldonAmeriprise FinancialWells Fargo Advisors$19308-11-2017
William Cahill, Terrence Cahill, Andy Bauer, Carl Cieplinski, Kieran CahillCommonwealth Financial NetworkVoya Financial Advisors$9508-04-2017
Timothy Sullivan, Paul Sullivan, Christopher PetersJanney Montgomery ScottWells Fargo Advisors$9607-20-2017
Carlton AndersonJanney Montgomery ScottMassMutual Financial Group$8207-06-2017
Phil Fiore, Jeff Farrar, Lou Gloria, Tom Gahan, Chris FosterDynasty Financial PartnersUBS Financial Services$8,40006-19-2017
June Strunk, Shane OJanney Montgomery ScottMorgan Stanley Wealth Management$30005-18-2017
June Strunk, Shane O'BrienJanney Montgomery ScottMorgan Stanley Wealth Management$17705-16-2017
David MossJanney Montgomery ScottWells Fargo Advisors$9004-24-2017
Grant UlrickLPL FinancialWells Fargo Advisors$7603-31-2017
Kirk KolligianJanney Montgomery ScottBank of America Merrill Lynch$14502-23-2017
Lynn Grossman, Brian VieiraRaymond JamesWells Fargo Advisors$23012-28-2016
William Thrush, Meghan Rump Hightower AdvisorsBank of America Merrill Lynch$25010-18-2016
Ken Griffen, Paul Vaida, Royden Grimm, Barry Saluk, Jared BloxsomJanney Montgomery ScottBank of America Merrill Lynch$80010-10-2016
Sam DeGennaroSnowden Lane PartnersBank of America Merrill Lynch$18007-18-2016
Ken SarpuJanney Montgomery ScottWells Fargo Advisors$11606-16-2016
John Pasacreta, Jordan Samelson, John Rotando, Nancy Meade, Sandra Kapfer Wells Fargo AdvisorsMorgan Stanley Wealth Management$24505-02-2016
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Showing 1 to 25 of 79 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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