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
Barry Kolano Raymond JamesWells Fargo Advisors$11302-14-2019
Robert "Bob" RobinsonKingsview Asset ManagementWells Fargo Advisors$17002-07-2019
Adam DunbarRaymond JamesWells Fargo Advisors$13801-30-2019
Ralph Good, James NylundRaymond JamesWells Fargo Advisors$20001-30-2019
Jonathan Millman, Ian Millman, Mario Venerose, Alan YakuboffKingsview Asset ManagementWells Fargo Advisors$26001-15-2019
Clifford Bartlett, IIIStifel Nicolaus & Co.Wells Fargo Advisors$10001-14-2019
William Hornung Raymond JamesWells Fargo Advisors$14012-27-2018
Jonathan Palmer and Alexander MooreRaymond JamesWells Fargo Advisors$14512-20-2018
David KutzAmeriprise FinancialWells Fargo Advisors$12312-12-2018
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
Next Page »

Showing 1 to 25 of 562 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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