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
Charles MillerWells Fargo AdvisorsMorgan Stanley Wealth Management$16009-13-2016
Robert Ellis, William EllisAmeriprise FinancialCommonwealth Financial$17009-07-2016
Stephen LawandalesSecurities Service NetworkFSC Securities$20008-26-2016
Robert FrankLPL FinancialWells Fargo Advisors$12006-10-2016
Gray Jackson RBC Wealth ManagementMorgan Stanley Wealth Management$14005-06-2016
Grady JacksonRBC Wealth ManagementMorgan Stanley Wealth Management$14004-28-2016
Bradley TowsonLPL FinancialMorgan Stanley Wealth Management$8004-14-2016
Linda ChappellLPL FinancialEdward Jones$6001-01-2016
R. Lynette Laughter, Miller JonesCommonwealth Financial NetworkLPL Financial$11410-22-2015
Jeffrey 'Glenn' Tennyson, Thomas 'Kirt' Phillips Raymond JamesBank of America Merrill Lynch$13610-20-2015
Kirk Wilkerson, Andy LubbenLPL FinancialRonald Blue & Co.$18510-16-2015
Larry Cummings, Clifford Wang RBC Wealth ManagementBarclays$010-15-2015
Jimmy Patton, Marc Albertson, Bill MillerFocus Financial PartnersPAM$52510-01-2015
Michael Eddy, Chris Eddy, Tony PalazzoTriad AdvisorsWells Fargo Advisors$35009-23-2015
John CrookProspera Financial ServicesRaymond James$8508-05-2015
Jon SissonRaymond JamesWells Fargo Advisors$13506-05-2015
Mark Cross, John Caldwell, Jason NortonLPL FinancialWells Fargo Advisors$15004-17-2015
Mark Cross, Chris Caldwell, Jason NortonIntegrated Financial GroupWells Fargo Advisors$9104-16-2015
Stephen LawandalesFSC SecuritiesSII Investments$14004-10-2015
Malcolm ButlerFocus Financial PartnersThe Fiduciary Group$60004-06-2015
Robert L. OmohundroCentaurus FinancialJ.P. Turner & Company$14003-23-2015
Marta L. Shen, A.K. MashhoonRaymond JamesCommonwealth Financial Network$10901-30-2015
David Yucius, Jr., Michael T. DoyleLebenthal Asset ManagementAurora Investment Counsel$25012-08-2014
Gwen GarrisonInvestacorpKovack Securities$5012-03-2014
Justin A. Davidson, Howard N. KatzIntegrated Financial GroupLincoln Financial$8011-10-2014
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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.