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.

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Ronald H. Holmes, Whitney E. RileyJanney Montgomery ScottBank of America Merrill Lynch$20011-30-2018
Daniel MickleyJanney Montgomery ScottJPMorgan Chase & Co.$8311-12-2018
Gary Halter, Benjamin Halter, Sharland BakerJanney Montgomery ScottRBC Wealth Management$14011-12-2018
Hany FaragJanney Montgomery ScottUBS Financial Services$15311-06-2018
Matthew Kroehler, Lee Springer, James Farrell, Veronica JoynerJanney Montgomery ScottWells Fargo Advisors$23910-16-2018
Samuel Sammarco, William Moore, William NiceJanney Montgomery ScottWells Fargo Advisors$30009-04-2018
Glenn RatcliffeJanney Montgomery ScottWells Fargo Advisors$15009-04-2018
William F. PeckJanney Montgomery ScottBrown Advisory$9008-20-2018
Michael Kernicky, Michael J. Kernicky, John KernickyJanney Montgomery ScottBank of America Merrill Lynch$23508-20-2018
Bradley S. Dickens, Jason MinorJanney Montgomery ScottWells Fargo Advisors$17707-05-2018
Eileen KeeganJanney Montgomery ScottWells Fargo Advisors$7706-21-2018
Timothy P. Gormley, Paul M. Furlong, Kevin Keane, Kathleen ZelenkaJanney Montgomery ScottStifel Nicolaus & Co.$40006-14-2018
Leo M. Connors, Leo M. Connors Jr.Janney Montgomery ScottBank of America Merrill Lynch$13305-23-2018
Steven Glasgow, Stephen Evans, Jordan Sibler, Danielle Garofolo, Frank MooreJanney Montgomery ScottAvondale Partners$16305-16-2018
Matthew LoitzJanney Montgomery ScottWells Fargo Advisors$15705-01-2018
Matthew Buikema, Michael Oursler, Travis MorseJanney Montgomery ScottRaymond James$20003-05-2018
Jeramy D. MayJanney Montgomery ScottWells Fargo Advisors$11803-01-2018
Kyle L. Clements, Will LangdonJanney Montgomery ScottBank of America Merrill Lynch$30002-22-2018
Kenneth P. Steinmetz, James C. JacksonJanney Montgomery ScottBank of America Merrill Lynch$12802-22-2018
Andrew F. AubreyJanney Montgomery ScottBank of America Merrill Lynch$22002-14-2018
Scott Horowitz, Shelly DeLucasJanney Montgomery ScottRaymond James$10001-18-2018
Bernie L. TownesJanney Montgomery ScottUBS Financial Services$6511-30-2017
Amanda B. GlanzJanney Montgomery ScottUBS Financial Services$5511-30-2017
Victoria RickerJanney Montgomery ScottMorgan Stanley Wealth Management$7011-02-2017
Colleen MacKenzie-DoinoJanney Montgomery ScottMorgan Stanley Wealth Management$9711-02-2017
Next Page »

Showing 1 to 25 of 89 entries

Page 1 | 2 | 3 | 4

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.

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.