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.

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Adam BurnettHilliard LyonsSuntrust Investment Services$7011-13-2018
Sam Oakley, Jon Lockmiller, Brian Dixon, Taylor Francis, Beverly HerbertRaymond JamesSuntrust Investment Services$70011-08-2017
William Keaton, Alfred SamsRaymond JamesSuntrust Investment Services$54010-18-2017
Nic Nielsen, Jeff WaltersIndependent Advisor AllianceSuntrust Investment Services$12509-01-2017
Andrew HillHightower AdvisorsSuntrust Investment Services$26008-21-2017
Michael BurkeLPL FinancialSuntrust Investment Services$10506-28-2017
Harry MullenLPL FinancialSuntrust Investment Services$7205-19-2017
David VigilLPL FinancialSuntrust Investment Services$8405-03-2017
Robert MartinLPL FinancialSuntrust Investment Services$6704-06-2017
Steve WardLPL FinancialSuntrust Investment Services$5003-30-2017
Garth LurveyLPL FinancialSuntrust Investment Services$5012-15-2016
Michael LenahanLPL FinancialSuntrust Investment Services$7512-14-2016
Matt Otto, Karen RivotHightower AdvisorsSuntrust Investment Services$32003-14-2016
Mark F. LeonardMorgan Stanley Wealth ManagementSuntrust Investment Services$43502-13-2015
Julio Castro, Michael Cozene, Arthur NodererEvercore Wealth ManagementSuntrust Investment Services$004-07-2014
Joseph F. BeamCapital Investment Co.Suntrust Investment Services$3811-20-2013
Jonathan A. Owenby, Jeffrey T. JonesLPL FinancialSuntrust Investment Services$15009-16-2013
Roger Shaffer, Rhonda Lamb, Perry NeumanHightower AdvisorsSuntrust Investment Services$30005-31-2013
Clay HoffmanSummit Brokerage ServicesSuntrust Investment Services$8405-03-2013
The Taitague, Krahe, Tatum & Doyle GroupWells Fargo AdvisorsSuntrust Investment Services$52006-07-2012

Showing 1 to 20 of 20 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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