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
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, Sheldon BengeLPL Financial Wells Fargo Advisors$15509-30-2016
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 USAAA 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
John McIntyreRBC Wealth ManagementWells Fargo Advisors$10008-23-2016
Mitchell LiesmannLPL Financial J.P. Morgan Securities LLC$7808-22-2016
Brian ButlerLPL Financial J.P. Morgan Securities LLC$6908-16-2016
Lisa Allen, Mikiel FeatherstonCalton & AssociatesVSR Financial Services$8008-15-2016
Craig SeverinLPL Financial BBVA Securities$5008-08-2016
Chris Albertson, Tyler SteeleLPL Financial BBVA Securities$15008-05-2016
Ronald ButlerRaymond JamesCetera$40608-02-2016
Jim Kennedy, Aaron Kennedy, Angela Robinson, Bret RobinsonCalton & AssociatesVSR Financial Services$10008-01-2016
Mark Southwell, Bill Martin, Sam DicksonRaymond JamesMorgan Stanley Wealth Management$18007-26-2016
Jereme BriscoLPL Financial USAAA Financial Advisors$28007-18-2016
MF Long IICalton & AssociatesVSR Financial Services$6007-01-2016
James Earl Webb 360 Wealth ManagementEdward Jones$9506-17-2016
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Showing 1 to 25 of 186 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.