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.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Andrew Egber, Miguel LopezRaymond JamesWells Fargo Advisors$7001-11-2018
Scott SkidmoreLPL FinancialWells Fargo Advisors$7112-21-2017
Lynn BrandenburgBank of America Merrill LynchWells Fargo Advisors$10012-15-2017
Kel Normann, Eric T. Vernon, Murphy Paderick, Miller RobinsRaymond JamesWells Fargo Advisors$80012-14-2017
Joseph Bailey VaughanStifel Nicolaus & Co.Wells Fargo Advisors$5412-11-2017
Keith Holzwarth, Angelo Panoff, Michael Hall Stifel Nicolaus & Co.Wells Fargo Advisors$25012-11-2017
Anthony BaroneAmeriprise FinancialWells Fargo Advisors$12512-01-2017
Margaret R. Price, Sarah K. Springer and Grant F. ShearerRobert W. Baird & Co.Wells Fargo Advisors$1,00011-30-2017
Alan E. Williams, Thomas M. Hunter, Susan W. CrunkRaymond JamesWells Fargo Advisors$25011-27-2017
Robert ReidingerLPL FinancialWells Fargo Advisors$5511-17-2017
David PorterLPL FinancialWells Fargo Advisors$6611-10-2017
Michael LanceLPL FinancialWells Fargo Advisors$6711-09-2017
Joseph A. Friend, Ross GordonRBC Wealth ManagementWells Fargo Advisors$20811-08-2017
Mark Lazar, John Bergerson, Morgan IrvinRaymond JamesWells Fargo Advisors$26511-07-2017
Gilbert NeighborsLPL FinancialWells Fargo Advisors$6311-03-2017
Alfred L. Hobgood III, Alfred L. Hobgood IV, A. Harrison PeatrossRBC Wealth ManagementWells Fargo Advisors$18211-02-2017
Robert Baker, Edmund Iannaccone, Paul SaramaRaymond JamesWells Fargo Advisors$28511-02-2017
Theodore Larson Raymond JamesWells Fargo Advisors$11511-02-2017
Lance SteinbergLPL FinancialWells Fargo Advisors$12511-02-2017
Tim KellyLPL FinancialWells Fargo Advisors$5711-02-2017
Peter DaikerLPL FinancialWells Fargo Advisors$6111-01-2017
George Dominello, William DominelloRBC Wealth ManagementWells Fargo Advisors$39510-30-2017
Michael HuffmanAmeriprise FinancialWells Fargo Advisors$21910-20-2017
Mark LazarRaymond JamesWells Fargo Advisors$26510-19-2017
Argiroula MastrodimosLPL FinancialWells Fargo Advisors$9110-06-2017
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Showing 151 to 175 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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