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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
Brandi HolmesLPL FinancialFidelity$27408-31-2015
Dax A. Seale, Amber SealeRaymond JamesEdward Jones$15708-31-2015
Will Leven, Alora Anderson, Anthony Hoff, Ashlee KeglerBank of America Merrill LynchUBS Financial Services$1,30007-24-2015
Phil EggersRaymond JamesLPL Financial$15007-24-2015
Robert B. CordiakRBC Wealth ManagementJPMorgan Chase & Co.$16007-24-2015
Marcos Andujar, Kristopher Beaulieu, Neil Van ZandtSecurities AmericaWFG Investments$12007-09-2015
Barry Schneider, Cris Bera, Chris Dewhurst Bank of America Merrill LynchBarclays$75006-30-2015
Elaine ElliottWells Fargo Advisors Financial NetworkBank of America Merrill Lynch$006-17-2015
James 'Trey' Mahan III, Gregory S. Snider Raymond JamesJPMorgan Chase & Co.$14105-29-2015
John F. Donovan Securities AmericaLincoln Financial$005-29-2015
Bob Brandenberger, Billy BrandenbergerRBC Wealth ManagementSouthwest Securities$22505-21-2015
Steven JumperWells Fargo AdvisorsEdward Jones$15304-23-2015
Joe Vartanian, Sherwood GreerNFP Advisor Services GroupInvest Financial$32504-22-2015
Robert ShanksAmeriprise FinancialEdward Jones$12804-02-2015
Cody Siebert, Ronald Briggs, Shawn Loring, James KlodoskySecurities AmericaFirst Global Capital; SagePoint Financial $13903-20-2015
Lynn Davis, Russell Baker, Chelsea Magby, Karen Martin, Rick PattersonRaymond JamesLPL Financial$003-16-2015
Rebecca Gadus, Jeffrey Carroll, Tyson EubanksRobert W. Baird & Co.UBS Financial Services$003-10-2015
Barbara WoolhandlerRobert W. Baird & Co.Morgan Stanley Wealth Management$26003-10-2015
Michael Calvin, Guy Clayton Bank of America Merrill LynchUBS Financial Services$17502-26-2015
Billy C. Belcher Raymond JamesEdward Jones$17502-13-2015
Patrick Cook, Nathan CookRobert W. Baird & Co.UBS Financial Services$17002-05-2015
Michael R. Hostick, II, Michael D. CharlesRaymond JamesOppenheimer$001-28-2015
James Winkler, Lauren Johnson, Randi RichardsonRBC Wealth ManagementUBS Financial Services$19501-28-2015
Michael Crossley, Roger BlackmarWunderlich SecuritiesMorgan Stanley Wealth Management$12501-22-2015
L. Vincent Elliott, Carey Cooney, Shannon McCueDynasty Financial PartnersDeutsche Bank$25001-05-2015
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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.