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.

«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
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
Tom Parker, Patrick Dugan, Paul SpencerHightower AdvisorsBank of America Merrill Lynch$16005-22-2017
Mark BurnsHightower AdvisorsWells Fargo Advisors$30005-02-2017
Thomas Volpini, Derek BockHightower AdvisorsWells Fargo Advisors$17504-19-2017
Mike HeabergHightower AdvisorsWealthTrust$64804-13-2017
Heather EttingerHightower AdvisorsWealthTrust$1,31404-13-2017
Brett McQuiston, Paul AhernHightower AdvisorsWealthTrust$44504-13-2017
Myron Mall, Edward TaylorHightower AdvisorsWealthTrust$89804-13-2017
Kelly Sullivan, John MoultonHightower AdvisorsWealthTrust$49304-13-2017
Sam HarveyHightower AdvisorsWealthTrust$60404-13-2017
Thomas Garner, Dick Williford, Chris SingletonHightower AdvisorsWealthTrust$91104-13-2017
Mike Leonetti, Debbie Feldman Hightower AdvisorsWealthTrust$71004-13-2017
Rob Rikoon, Kyle BurnsHightower AdvisorsWealthTrust$49304-13-2017
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
Next Page »

Showing 1 to 25 of 91 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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