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.

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Rick McDonaldViridian AdvisorsBank of America Merrill Lynch$011-13-2018
Lawrence McDonnell, Frank McDonnellRaymond JamesBank of America Merrill Lynch$011-09-2018
Ryan Bibler, Vince Finney, Myron Shaffer, and Joe PanfilWells Fargo AdvisorsUBS Financial Services$011-02-2018
James MedskerWells Fargo AdvisorsUBS Financial Services$010-26-2018
Laith KhalafWells Fargo AdvisorsUBS Financial Services$010-26-2018
Elizabeth CorrellRaymond JamesDavid A. Noyes$010-08-2018
Stephen Gold, Patrick HenryJPMorgan Chase & Co.UBS Financial Services$010-08-2018
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
Scott Mercalde, Tricia MercaldeMorgan Stanley Wealth ManagementUBS Financial Services$010-05-2018
William PerkinsRaymond JamesWells Fargo Advisors$007-31-2018
Kent NuzumRaymond JamesWells Fargo Advisors$007-31-2018
Kyle EvensRaymond JamesWells Fargo Advisors$007-31-2018
Jim Broadway, Jim Broadway Jr.Raymond JamesWells Fargo Advisors$007-31-2018
Michael Henley, Steve Macano, Tracy B. McGuirePurshe Kaplan Sterling InvestmentsBank of America Merrill Lynch$007-27-2018
David WaddellFocus Financial PartnersWaddell and Associates$004-11-2016
John B. Campanello, Peggy CappellettiBank of America Merrill LynchUBS Financial Services$004-04-2016
Nathan Kubik, David Kubik, Craig CarnickFocus Financial PartnersCarnick & Kubik$004-01-2016
Ron Medaris, Chris GerrishWells Fargo AdvisorsUBS Financial Services$002-25-2016
John McCauleyWells Fargo AdvisorsDeutsche Bank$002-25-2016
John Dix, Karee SampsonU.S. Capital AdvisorsWells Fargo Advisors$002-23-2016
Brian J. ThomasNorthern TrustJPMorgan Chase & Co.$002-22-2016
Michael SchipperRBC Wealth ManagementRaymond James$002-19-2016
Rick FabyBenjamin F. Edwards & Co.Ameriprise Financial$002-17-2016
Mary Schulte, Thomas Cleland, Randy Sidio, Maurice MathyBenjamin F. Edwards & Co.Morgan Stanley Wealth Management$002-17-2016
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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