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
Bradley H. Bofford, Michael A. Flower, Daniel G. TroutHightower AdvisorsSecurities America$36505-31-2018
Grove N. Mower, Philip W. Hummer, David D. Cox, Rebecca J. Parr, Ryan J. RossHightower AdvisorsWayne Hummer Investments $45002-20-2018
Gayle Johnson Hightower AdvisorsBank of America Merrill Lynch$11501-17-2018
Kevin KeithHightower AdvisorsBank of America Merrill Lynch$23010-10-2017
Marc ShachtmanHightower AdvisorsJPMorgan Chase & Co.$50010-05-2017
Andrew HillHightower AdvisorsSuntrust Investment Services$26008-21-2017
Mark BurnsHightower AdvisorsWells Fargo Advisors$30005-02-2017
Thomas Volpini, Derek BockHightower AdvisorsWells Fargo Advisors$17504-19-2017
Brett McQuiston, Paul AhernHightower AdvisorsWealthTrust$44504-13-2017
Heather EttingerHightower AdvisorsWealthTrust$1,31404-13-2017
Kelly Sullivan, John MoultonHightower AdvisorsWealthTrust$49304-13-2017
Mike HeabergHightower AdvisorsWealthTrust$64804-13-2017
Mike Leonetti, Debbie Feldman Hightower AdvisorsWealthTrust$71004-13-2017
Myron Mall, Edward TaylorHightower AdvisorsWealthTrust$89804-13-2017
Rob Rikoon, Kyle BurnsHightower AdvisorsWealthTrust$49304-13-2017
Sam HarveyHightower AdvisorsWealthTrust$60404-13-2017
Thomas Garner, Dick Williford, Chris SingletonHightower AdvisorsWealthTrust$91104-13-2017
Carol Rogers, Omar R. QureshiHightower AdvisorsLPL Financial$20003-27-2017
Jim Ewing, Michael ConaHightower AdvisorsBank of America Merrill Lynch$20003-13-2017
Jeffery Kelly, Brian WohlnerHightower AdvisorsUBS Financial Services$16002-21-2017
Joel Talish, John BuffaHightower AdvisorsWells Fargo Advisors$1,00002-01-2017
Michael SkowfoeHightower AdvisorsWells Fargo Advisors$1,00001-17-2017
Jake Falcon, Cory BittnerHightower AdvisorsUBS Financial Services$26012-05-2016
Steve Coggins, David R. Hartness, Chris JonesHightower AdvisorsCapital Investment Group$25010-31-2016
William Thrush, Meghan Rump Hightower AdvisorsBank of America Merrill Lynch$25010-18-2016
Next Page »

Showing 1 to 25 of 88 entries

Page 1 | 2 | 3 | 4

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.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.