Advisers on the Move

Never miss a move. The industry's only comprehensive database of financial advisers and brokers changing firms. View over a decade of recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Bridget Weatherly, Tom McCormick, Philip Pela, Hal Kaigler Benjamin F. Edwards & Co.Wells Fargo Advisors02-17-2016
Howell TaylorBenjamin F. Edwards & Co.Wells Fargo Advisors02-17-2016
Bob Rittel, Elizabeth MahoneyStratos Wealth PartnersWells Fargo Advisors$20002-10-2016
Michael SkowfoeHightower AdvisorsWells Fargo Advisors$1,00001-17-2016
William B. Wellons, Jr., Scott L. Abee, James W. Forrester, John A. RobinsonRaymond JamesWells Fargo Advisors$40001-14-2016
Lorayne Fiorillo, Frank Pranio, Anna PaczesRaymond JamesWells Fargo Advisors$23501-08-2016
Elizabeth Mahoney, Robert RittelLPL FinancialWells Fargo Advisors$18501-07-2016
Anthony ArcuriLPL FinancialWells Fargo Advisors$5512-18-2015
Michael NapoliLPL FinancialWells Fargo Advisors$7011-30-2015
Sanford Family, Kenneth Leonard, Brian CrowleyRaymond JamesWells Fargo Advisors$45011-23-2015
Keith Ferguson, Brian Davis, Brian Remson, Allen Ferguson, Jamie MontgomeryRaymond JamesWells Fargo Advisors$25011-16-2015
Elliot WeissmarkRaymond JamesWells Fargo Advisors$12511-09-2015
Alan J. Henry, Steven Jensen, Emily Zimmerman, Michael Ollmann, Deborah Helm, Sandra KarwoskiRaymond JamesWells Fargo Advisors$22511-06-2015
Kim GiannoneRobert W. Baird & Co.Wells Fargo Advisors$10511-06-2015
Nancy K. Leizman, Lisa KlimaRaymond JamesWells Fargo Advisors$19511-04-2015
Erin Cockman, Angie Hall, Melissa SpoonRaymond JamesWells Fargo Advisors$15011-03-2015
Robert LeachLPL FinancialWells Fargo Advisors$9010-16-2015
Tammy Sweet Halprin, Scott Finkler, Tracy Lardiere, Kelly TalpeyRaymond JamesWells Fargo Advisors$26009-30-2015
Robert Campbell, Joe BainRaymond JamesWells Fargo Advisors$19009-29-2015
Michael Eddy, Chris Eddy, Tony PalazzoTriad AdvisorsWells Fargo Advisors$35009-23-2015
Merry Lyn Bagwell, Scott Wicke Raymond JamesWells Fargo Advisors$10009-21-2015
Jeff Brown, Patrick Ford, Tyler MorrisLPL FinancialWells Fargo Advisors$52509-18-2015
Vic Philleo, Chris Holladay, Kim HendersonRaymond JamesWells Fargo Advisors$16009-17-2015
Jin ParkBank of America Merrill LynchWells Fargo Advisors$15209-04-2015
Charles R. Eberly, Jr., Lawrence J. DeFluri, Michael C. McConahy, Patricia JakewayDynasty Financial PartnersWells Fargo Advisors$25008-31-2015
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Showing 326 to 350 of 576 entries

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Disclaimer & Methodology: The InvestmentNews Advisers on the Move database is designed to capture all recruiting activity of retail financial advisers/teams of advisers as they move from one firm to another. The activity recorded within the database comes from a number of sources, including InvestmentNews and other media reports; press releases; direct submissions that have been reviewed by InvestmentNews; and regulatory filings. To qualify as a move, no more than 60 days can have elapsed between the date an adviser/team leaves one firm and the date they join another. Any adviser registration changes that came as a result of merger & acquisition activity are not recorded as moves in the database. Finally, please note that all AUM data is user-submitted and is not audited by InvestmentNews or any regulatory agency. When AUM data is unavailable, a “ — “ is listed in the record’s AUM field entry.

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