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
Cynthia VogelStifel Nicolaus & Co.Morgan Stanley Wealth Management$8205-18-2018
Chris KohneTriad AdvisorsLincoln Financial$10003-29-2018
Kelly Bouchillon, Melissa Bouchillon, Emerson Ham, Edward AmbroseSound View Wealth AdvisorsBank of America Merrill Lynch$1,00003-26-2018
Richard Edge and John MinsonJPMorgan Chase & Co.UBS Financial Services$60011-30-2017
William Keaton, Alfred SamsRaymond JamesSuntrust Investment Services$54010-18-2017
Scott McQuilken, Richard ReasonerArkadios CapitalBank of America Merrill Lynch$14009-15-2017
Andrew HillHightower AdvisorsSuntrust Investment Services$26008-21-2017
James Laschinger, Sean Waggoner, Sarah KeiblerCeteraLPL Financial$6,00008-01-2017
Charlie Strong, Shane Gaddy, Kelly Lee, Kyle BochatLPL FinancialWells Fargo Advisors$35107-20-2017
Paul Lang, Emily EllisAmeriprise FinancialEdward Jones$36306-16-2017
Harry MullenLPL FinancialSuntrust Investment Services$7205-19-2017
Michael EdmondsonIndependent Advisor AllianceWells Fargo Advisors$12005-11-2017
Mark Kopkin, Scott EnglehardtStifel Nicolaus & Co.Raymond James$16005-04-2017
Robert MartinLPL FinancialSuntrust Investment Services$6704-06-2017
Edward KimPeachCapFirst Southern Securities$20004-01-2017
Arthur Farr, Larry Minogue, Richard Arno, Kyle Welker, Scott Kallish, Bob CarterAmeriprise FinancialNext Financial$20203-13-2017
Benjamin Price, William Cal Batchelor, Anson Kanoy Raymond JamesWells Fargo Advisors$20011-21-2016
Scott Bremus, Eric Hollifield, Jeffrey Kirkpatrick LPL FinancialSterne Agee$17310-14-2016
Sandy LeffCarter Terry & CoJanney Montgomery Scott$10010-07-2016
Charles MillerWells Fargo AdvisorsMorgan Stanley Wealth Management$16009-13-2016
Robert Ellis, William EllisAmeriprise FinancialCommonwealth Financial Network$17009-07-2016
Stephen LawandalesSecurities Service NetworkFSC Securities$20008-26-2016
Ellis Shiver, Todd ShiverLPL FinancialWells Fargo Advisors$8308-24-2016
Robert FrankLPL FinancialWells Fargo Advisors$12006-10-2016
Gray Jackson RBC Wealth ManagementMorgan Stanley Wealth Management$14005-06-2016
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Showing 1 to 25 of 73 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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