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
Matthew Buikema, Michael Oursler, Travis MorseJanney Montgomery ScottRaymond James$20003-05-2018
Tom Hankins, Jay LauzonStifel Nicolaus & Co.Ameriprise Financial$19701-17-2018
Keith Holzwarth, Angelo Panoff, Michael Hall Stifel Nicolaus & Co.Wells Fargo Advisors$25012-11-2017
Marvin AndringaSignator InvestorsRoyal Securities Company$1,10007-12-2017
Brian Meulebrouck, George AndresUBS Financial ServicesBank of America Merrill Lynch$22007-12-2017
Margaret Anderson, Louis MeloneLPL FinancialWells Fargo Advisors$5706-20-2017
Kenneth Demps, Robert Dennis, Jay MacKenzieAmeriprise FinancialMorgan Stanley Wealth Management$27006-02-2017
Gary Cook, Kristina Daniel, Beth DeckerRaymond JamesBank of America Merrill Lynch$24005-25-2017
Mark BurnsHightower AdvisorsWells Fargo Advisors$30005-02-2017
James Novaria, Nick YetterAmeriprise FinancialWells Fargo Advisors$22204-27-2017
Mark YatrosCommonwealth Financial NetworkAmeriprise Financial$11504-21-2017
Kent Ray, Jeff Siefert, Greg SeilerStifel Nicolaus & Co.Wells Fargo Advisors$35002-24-2017
Mark Wielinga, Rosario PetrizzoStifel Nicolaus & Co.RBC Wealth Management$18002-13-2017
Todd Vander LugtLPL FinancialWaddell and Reed$5601-24-2017
Mark Wickard, Regina Wickard, Kevin Lynch, Tobias TimmOppenheimerCantor Fitzgerald Wealth Partners$1,00001-06-2017
Michael RosnerRaymond JamesBank of America Merrill Lynch$11012-08-2016
Jeff Tutor, Natasha SparksStifel Nicolaus & Co.Bank of America Merrill Lynch$20012-08-2016
Michael Anderson, Alvin Spencer, Richard Williams & Chris ArmourStifel Nicolaus & Co.Wells Fargo Advisors$60012-08-2016
Albert BergerWells Fargo AdvisorsJPMorgan Chase & Co.$10111-04-2016
Scott BurnsLPL FinancialFifth Third Securities$5510-14-2016
Christine PaulLPL FinancialJPMorgan Chase & Co.$9809-13-2016
Dean WeaverAmeriprise FinancialUBS Financial Services$26108-26-2016
Wesley Lentz, Clinton VanLinder, Robert Amberg, Robert CampbellKestra FinancialTransamerica Financial Advisors$1,00007-29-2016
Chad Keim, Vince Little, Brian OswaldRaymond JamesLPL Financial$30007-28-2016
Bryan WieferichLPL FinancialWaddell and Associates$5007-26-2016
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Showing 1 to 25 of 77 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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