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
Richard GrobmanRaymond JamesOppenheimer$42005-15-2017
Steve Victor, Lisa FourakerJanney Montgomery ScottRBC Wealth Management$17505-04-2017
Michael Krumholz, Shelia Little LPL Financial Cambridge Investment Research$12003-29-2017
Michael Krumholz, Sheila LittleIndependent Advisor AllianceCambridge Investment Research$15103-29-2017
Brian Pick, Terri Fought, Michael Bridgham, Advisor Craig, Christine EngelRaymond JamesBank of America Merrill Lynch$35003-21-2017
Timothy WeishornLPL Financial Wells Fargo Advisors$9603-13-2017
James DegaetanoLPL Financial First Command Financial$10203-06-2017
Charles SchreaderLPL Financial Wells Fargo Advisors$7002-22-2017
Mark StandringWells Fargo AdvisorsMorgan Stanley Wealth Management$6702-16-2017
Greg BowdenWells Fargo AdvisorsUBS Financial Services$5601-10-2017
Steve Hacker, Brian Menickella, Mark Schatzel LPL Financial TFS Securities$23212-27-2016
Jeffrey McKinnonAmeriprise FinancialWells Fargo Advisors$8912-02-2016
Frank Hundley, Craig McGovernJanney Montgomery ScottBank of America Merrill Lynch$8812-02-2016
Scott Milstein LPL Financial CUSO Financial Services, L.P.$22411-30-2016
Colin Cissne, Stephen Cissne LPL Financial Janney Montgomery Scott$15411-17-2016
Dana JohnstonLPL FinancialAmeriprise Financial$10011-10-2016
Gregory FurerWaddell and AssociatesPNC Investments $6210-14-2016
Michael Dechiario, Thomas Charmley, Thomas Soden, Dean Vetsikas, Stacy RobinsonWells Fargo AdvisorsMorgan Stanley Wealth Management$60009-26-2016
Eric CownieWells Fargo AdvisorsBank of America Merrill Lynch$5009-21-2016
Sanjit Khara, James MarcusWells Fargo AdvisorsUBS Financial Services$17309-21-2016
Dana JohnstonLPL Financial Ameriprise Financial$11309-09-2016
Doug Charney, Freddy CassiviProspera Financial ServicesWells Fargo Advisors$19008-30-2016
David FleisherAxa AdvisorsMetLife Premier Client Group$90007-25-2016
Bryan Kupchik, Robert SchultzLPL Financial Ameriprise Financial$6807-22-2016
Walter Meranze, Ken Dysart, Sean GogolaProspera Financial ServicesWells Fargo Advisors$1,20006-30-2016
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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.