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
Glenn RatcliffeJanney Montgomery ScottWells Fargo Advisors$15009-04-2018
Matt Shafer, Mark Barber, Jeffrey WinklerRaymond JamesMorgan Stanley Wealth Management$47508-31-2018
David O'Donnell, Michael TashjianSecurities AmericaLPL Financial$65008-30-2018
Anthony Pratt, William BakerStratos Wealth AllianceCitizens Bank$45008-30-2018
Jason Hostetler, Tina MiggeStratos Wealth AllianceBank of America Merrill Lynch$15008-30-2018
Michael FellerStratos Wealth AllianceBank of America Merrill Lynch$17008-30-2018
Thomas Pacilio, Daniel BesseStratos Wealth AllianceRSM U.S. Wealth Management$23008-30-2018
Peter De ArcangelisAmeriprise FinancialWells Fargo Clearing Services$14008-30-2018
Gary Bouch, Brian Coxon, Matthew WagnerOxinas Partners Wealth ManagementWaddell & Reed$22508-28-2018
Perry StannardStifel Nicolaus & Co.Wells Fargo Advisors$3408-28-2018
Carolyn French, Byron ReyesProspera Financial ServicesUBS Financial Services$15008-28-2018
Shawn SabelhausProspera Financial ServicesEdward Jones$14008-28-2018
Luke Tolson, Brian FoxProspera Financial ServicesMorgan Stanley Wealth Management$6508-28-2018
Hobart MarliaveStifel Nicolaus & Co.Wells Fargo Advisors$4308-27-2018
Mike Anderson, Ted KorodanStifel Nicolaus & Co.Wells Fargo Advisors$16808-27-2018
Jeffrey DobbelmannAmeriprise FinancialRBC Wealth Management$8008-24-2018
Charles Andrew SanfordAmeriprise FinancialRBC Wealth Management$24008-24-2018
Keary Castleberry, Lara SternsSnowden Lane PartnersWells Fargo Advisors$12608-24-2018
Ron MasonAmeriprise FinancialRBC Wealth Management$7008-23-2018
Stephen Adler, Mark Levy, Roger Jee, Michael LubinRaymond JamesWells Fargo Advisors$1,00008-22-2018
Jennifer Malone, Andrew Rogers, Adam Hawley, Steve MinshullLPL FinancialWaddell & Reed$23208-21-2018
William Verhagen, Christopher Harmon, Ian Essling, Mark KrausCommonwealth Financial NetworkMML Investors Services$40008-21-2018
Ted Smith, Danica Goshert, Charles Stewart, Daniel LaNasa, Amanda JohnsonCommonwealth Financial NetworkSecurian Financial Services$70008-21-2018
David Patton, Miles ORaymond JamesBank of America Merrill Lynch$23508-20-2018
William F. PeckJanney Montgomery ScottBrown Advisory$9008-20-2018
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Showing 151 to 175 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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