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
Dean Dancer, T.J. Goelz, Steven Grossman, Joe MalaveRaymond JamesUBS Financial Services$48005-24-2018
Constantine Harris, Faith HarringtonRaymond JamesWells Fargo Advisors$22505-24-2018
Christian CombergStifel Nicolaus & Co.Wells Fargo Advisors$13305-24-2018
Leo M. Connors, Leo M. Connors Jr.Janney Montgomery ScottBank of America Merrill Lynch$13305-23-2018
Karla Olson-Bellfi, Thai-Vi Pham, Omer Bellfi Robert W. Baird & Co.Wells Fargo Advisors$47505-23-2018
John Mathey, Dan Mirabella Robert W. Baird & Co.Wells Fargo Advisors$30505-23-2018
Dobbin McCrea Jr., Kevin A. RollwagenRobert W. Baird & Co.Morgan Stanley Wealth Management$9805-23-2018
John Moose, David Zambito, David Palermo, Nathan WegmanCommonwealth Financial NetworkAmeriprise Financial$28205-22-2018
Brian FisherCommonwealth Financial NetworkWells Fargo Advisors$11305-18-2018
Jeff Pratt, Bryan KazleySuntrust Investment ServicesWells Fargo Advisors$50005-18-2018
Gary Weissman, Eric DionRBC Wealth ManagementWells Fargo Advisors$60005-18-2018
Dan GruberStifel Nicolaus & Co.Wells Fargo Advisors$34705-18-2018
Jeff HughesStifel Nicolaus & Co.Wells Fargo Advisors$9805-18-2018
Cynthia VogelStifel Nicolaus & Co.Morgan Stanley Wealth Management$8205-18-2018
Iain Whyte, Simon Holford, Bryan MuthPurshe Kaplan Sterling InvestmentsBank of America Merrill Lynch$80005-18-2018
Asma MahmoodStifel Nicolaus & Co.Wells Fargo Advisors$6605-17-2018
Steven Glasgow, Stephen Evans, Jordan Sibler, Danielle Garofolo, Frank MooreJanney Montgomery ScottAvondale Partners$16305-16-2018
Dan Strebler, Walt Sokira, Toni FrancisHilliard LyonsUBS Financial Services$23005-11-2018
Rob Frey, Cary Tucker, Robert Dillenback, Beth Ann JohnsonRBC Wealth ManagementMorgan Stanley Wealth Management$30005-11-2018
Jeremy Wenner, Adam BeardJefferiesFirst Republic Securities$50005-11-2018
Michael TaggartJPMorgan Chase & Co.Bank of America Merrill Lynch$80005-11-2018
Emir Culov, Amela Culov, Matthew Richards Wells Fargo AdvisorsMorgan Stanley Wealth Management$23005-10-2018
Bill FedorRobert W. Baird & Co.Wells Fargo Advisors$20605-04-2018
Irv MindesRobert W. Baird & Co.Wells Fargo Advisors$36005-04-2018
Matt BaltuchRaymond JamesMorgan Stanley Wealth Management$25005-04-2018
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Showing 251 to 275 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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