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.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Elizabeth Hulley, Sean Reynolds, Benjamin NicholsonRaymond JamesWells Fargo Advisors$10012-06-2018
Derek Rosenberg, Richard Orleck, Travis DocykAmeriprise FinancialWells Fargo Advisors$27312-04-2018
Betty Schutte-Box, Troy YenserRaymond JamesWells Fargo Advisors$22212-04-2018
David FernedingStifel Nicolaus & Co.Wells Fargo Advisors$5412-03-2018
Keith CreechStifel Nicolaus & Co.Wells Fargo Advisors$20012-03-2018
George WaltonStifel Nicolaus & Co.Wells Fargo Advisors$22512-03-2018
Trenton LayKingsview Asset ManagementWells Fargo Advisors$5511-29-2018
Laurens Rhinelander, Simon Lewis, Christopher CohnAmeriprise FinancialWells Fargo Advisors$34611-19-2018
Rick Hueter, Todd WinterStifel Nicolaus & Co.Wells Fargo Advisors$40811-16-2018
Dick Niemiec, Kyle Adams, Lisa ReichertStifel Nicolaus & Co.Wells Fargo Advisors$50011-15-2018
Steven JollyLPL FinancialWells Fargo Advisors$19011-15-2018
Kenneth Levy, Corey N. Daniel and Dudley McGeeLPL FinancialWells Fargo Advisors$20011-14-2018
Michael KissingerKingsview Asset ManagementWells Fargo Advisors$11011-09-2018
Frank NightingaleStifel Nicolaus & Co.Wells Fargo Advisors$11111-09-2018
Brian McCarver, Jonathan Freeman, Jim KampstraTriad AdvisorsWells Fargo Advisors$85011-01-2018
Judy RossRaymond JamesWells Fargo Advisors$24510-31-2018
James WildmanRaymond JamesWells Fargo Advisors$16010-26-2018
Kenneth Judd, Robert GonzalesRaymond JamesWells Fargo Advisors$13610-23-2018
Eugene Bosart, Brad Bosart, Robert Bosart, Joe Moynihan, and Maddalena ParksRBC Wealth ManagementWells Fargo Advisors$1,40010-17-2018
Matthew Kroehler, Lee Springer, James Farrell, Veronica JoynerJanney Montgomery ScottWells Fargo Advisors$23910-16-2018
Ian McClureRaymond JamesWells Fargo Advisors$11410-12-2018
Dan Fuhrman, Gary Garabedian, Bob Hill, Michele McMahonWilliam Blair & Co.Wells Fargo Advisors$30010-10-2018
Jason HollandJPMorgan Chase & Co.Wells Fargo Advisors$24010-09-2018
Bradford CoyleSteward PartnersWells Fargo Advisors$50010-04-2018
Jackson Rhoades, Jan Schmeski, Mike Stockton, Steve Bettenhausen, David Matty, Logan StoneRaymond JamesWells Fargo Advisors$56010-01-2018
Next Page »

Showing 1 to 25 of 553 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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