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
Jeffrey LaBelle, John ScottLPL FinancialFirst Allied Securities$11010-11-2018
Dan Fuhrman, Gary Garabedian, Bob Hill, Michele McMahonWilliam Blair & Co.Wells Fargo Advisors$30010-10-2018
Jason HollandJPMorgan Chase & Co.Wells Fargo Advisors$24010-09-2018
Dan Johnson, Melissa Dixon, Tami Eberhardt, Barb Bruen, Matt Dixon, Darin Luze, Ron Platz, Denny FinkenLPL FinancialSecurities America$27510-09-2018
Stephen Gold, Patrick HenryJPMorgan Chase & Co.UBS Financial Services$010-08-2018
Jamie Schade, Mark HenestofelUBS Financial ServicesBank of America Merrill Lynch$50010-05-2018
Christian ConroyMorgan Stanley Wealth ManagementBank of America Merrill Lynch$010-05-2018
Gregory Chevrier, Walter GrubbsMorgan Stanley Wealth ManagementBank of America Merrill Lynch$010-05-2018
Kevin Martin, Andrew ArcherMorgan Stanley Wealth ManagementUBS Financial Services$40010-05-2018
Scott Mercalde, Tricia MercaldeMorgan Stanley Wealth ManagementUBS Financial Services$010-05-2018
Bradford CoyleSteward PartnersWells Fargo Advisors$50010-04-2018
Daniel Moskowitz, John Carty-Campbell, Blake AsburyCommonwealth Financial NetworkFSC Securities$16010-03-2018
Jim Zien, Kate Zien, Dennis GeroCommonwealth Financial NetworkAmeriprise Financial$8810-03-2018
Jackson Rhoades, Cindy Mowry, Donna Kaczmar, Kimberly Pace, Sandy Rehak, Summer Obert, Brock Bettenhausen, Logan Stone, Michael Stockton, Janet Schmeski, David Matty and Steve BettenhausenRaymond JamesWells Fargo Advisors$010-01-2018
Clive Grady BuchanRBC Wealth ManagementWells Fargo Advisors$19510-01-2018
Brian Pultman, John Biedenstein, Megan Elizabeth BadolatoCorrect Capital Wealth ManagementWells Fargo Advisors$60010-01-2018
John Perry, Patrick Durham, and Robin JohnsonRBC Wealth ManagementWells Fargo Advisors$16009-28-2018
Don Wells Jr., Kyle WellsD.A. Davidson & Co.Wells Fargo Advisors$20009-28-2018
Robert LepaAmeriprise FinancialWells Fargo Advisors$9409-27-2018
Benjamin Lewis, Christopher AmysRaymond JamesWells Fargo Advisors$18509-27-2018
Michael FoodyRBC Wealth ManagementWells Fargo Advisors$12009-26-2018
Jeffrey S. Diamond, Zachary A. Morristru IndependenceJPMorgan Chase & Co.$20009-25-2018
Thomas Rembert, John Cash, Grant Rembert, William ModeStifel Nicolaus & Co.Wells Fargo Advisors$28709-25-2018
Tom LaPorte, Bryan Bertucci, Von HallauerStifel Nicolaus & Co.Raymond James$23409-25-2018
Larry JacobsStifel Nicolaus & Co.Wells Fargo Advisors$19209-25-2018
Next Page »

Showing 1 to 25 of 3,479 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.

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