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.

«Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Kirby Webb360 Wealth ManagementEdward Jones$9802-23-2017
Larry Silverman, Amy Legate360 Wealth ManagementLPL Financial$6511-01-2016
Rick Brown, Grant Brown360 Wealth ManagementLPL Financial$6009-29-2016
Sam Rodriguez360 Wealth ManagementJPMorgan Chase & Co.$6609-26-2016
James Earl Webb 360 Wealth ManagementEdward Jones$9506-17-2016
John Bailey360 Wealth ManagementLPL Financial$6105-04-2016
Tom Kirk, Margaret Dechant, Andrew Mies, Bryan Green, Steve Bahm, Pam Smith, Sarah Hampton6 MeridianMorgan Stanley Wealth Management$2,20009-12-2016
Edward Sokolosky, Shane SullivanA.G. Edwards & SonsWells Fargo Advisors$5003-18-2010
Paul BedingerA.G. Edwards & SonsWells Fargo Advisors$3801-04-2010
Fred HamsayehAegis CapitalRetirement Benefits Group$005-10-2013
David DruckerAegis CapitalOppenheimer$009-20-2011
Stanley Crouch, Victor SaulAegis CapitalHerbert J. Sims & Co.$25007-11-2011
Robert MillstoneAegis CapitalBishop Rosen$10004-15-2011
Daniel FreedmanAegis CapitalBishop Rosen$6004-12-2011
Randy RossAegis CapitalUBS Financial Services$6002-14-2011
David Ferri, Michael McDonaldAegis CapitalJHS Capital Advisors$6002-04-2011
Michael Moss, Phil SmolowitzAegis CapitalStifel Nicolaus & Co.$15012-09-2010
Gunn Allen Branch at 40 Wall St.Aegis CapitalGunn Allen Financial$37503-26-2010
Terry TolbertAllen & Co. of FloridaBank of America Merrill Lynch$12105-01-2012
Phil McBrideAllen Capital GroupCarson Wealth Management Group$009-16-2014
Sheree ArntsonAllium Financial AdvisorsArnerich Massena$1,00010-05-2016
Sean Richardson, Max LileAllstreet CapitalMorgan Stanley Wealth Management$15007-08-2016
James Schipper, Steve Osterink Sr, Steve Osterink Jr.American PortfoliosSagepoint Financial$7512-08-2010
Derek Rosenberg, Richard Orleck, Travis DocykAmeriprise FinancialWells Fargo Advisors$27312-04-2018
Marcy Rose, Joseph SorannoAmeriprise FinancialMorgan Stanley Wealth Management$18511-29-2018
Next Page »

Showing 1 to 25 of 3,578 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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