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
Kirby Webb360 Wealth ManagementEdward Jones$9802-23-2017
McCall McGuireProspera Financial ServicesSummit Brokerage Services$7302-15-2017
Levi McMellianFocus Financial PartnersCFO4Life$80002-07-2017
Brian ButlerLPL Financial J.P. Morgan Securities LLC$7002-06-2017
Jason DudumKestra FinancialSignator Investors$14001-17-2017
Roger Berry, Felix Erbring, Ted GrayBank of America Merrill LynchUBS Financial Services$46601-06-2017
Naser AlzerLPL Financial Capital One$6012-12-2016
Karl GrahamLPL Financial JPMorgan Chase & Co.$6011-01-2016
Larry Silverman, Amy Legate360 Wealth ManagementLPL Financial$6511-01-2016
Robert LenertzLPL Financial JPMorgan Chase & Co.$8010-18-2016
Quincy GoudeauLPL Financial JPMorgan Chase & Co.$6610-17-2016
Bradley BowmanLPL Financial Cetera$5010-14-2016
Kathleen Graham, Andrew Wyble LPL Financial Wells Fargo Advisors$15310-13-2016
Steve Myatt Stifel Nicolaus & Co.Wells Fargo Advisors$28910-12-2016
Martin Enriquez, Miguel CortinaMorgan Stanley Wealth ManagementBank of America Merrill Lynch$60010-05-2016
Paul Benge, Leslie Benge, Sheldon Benge360 Wealth ManagementWells Fargo Advisors$8509-30-2016
Rick Brown, Grant Brown360 Wealth ManagementLPL Financial$6009-29-2016
Sam Rodriguez360 Wealth ManagementJ.P. Morgan Securities LLC$6609-26-2016
Earnest SmithLPL Financial USAA Financial Advisors$6309-19-2016
Samuel RodriguezLPL Financial J.P. Morgan Securities LLC$6609-16-2016
Kim Campbell, Doris SilvaLPL Financial Wells Fargo Advisors$6609-13-2016
Richard DunaganAmeriprise FinancialWells Fargo Advisors$7309-02-2016
Brian KrukielLPL Financial J.P. Morgan Securities LLC$7009-01-2016
Phillip Friesen, Chuck Crowson, John Friesen, Greg Bowman, Josh Zeleskey, Karen Ronaghan, Bonnie McKinneyRBC Wealth ManagementMorgan Stanley Wealth Management$1,00008-30-2016
Daniel TapiaLPL Financial Voya Financial Advisors Partners$8508-25-2016
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Showing 1 to 25 of 198 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.