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
Gordon Nearing, Pamela DallasRBC Wealth ManagementBank of America Merrill Lynch$23010-18-2018
Eugene Bosart, Brad Bosart, Robert Bosart, Joe Moynihan, and Maddalena ParksRBC Wealth ManagementWells Fargo Advisors$1,40010-17-2018
Nick Ciriello, Elizabeth ZimmerRBC Wealth ManagementBank of America Merrill Lynch$55010-12-2018
Clive Grady BuchanRBC Wealth ManagementWells Fargo Advisors$19510-01-2018
John Perry, Patrick Durham, and Robin JohnsonRBC Wealth ManagementWells Fargo Advisors$16009-28-2018
Michael FoodyRBC Wealth ManagementWells Fargo Advisors$12009-26-2018
Michael GrethRBC Wealth ManagementWells Fargo Advisors$17008-16-2018
Bruce Rosen, Maru DuSablon, Mia ManahanRBC Wealth ManagementWells Fargo Advisors$39008-15-2018
Michael Gee, Andrea Savva, Raymond LeeRBC Wealth ManagementMerrill Lynch$19007-12-2018
Brian Bell, Aaron FosterRBC Wealth ManagementJPMorgan Chase & Co.$20006-26-2018
James M. AidRBC Wealth ManagementWells Fargo Advisors$90006-01-2018
Christopher P. WilkensRBC Wealth ManagementBank of America Merrill Lynch$6005-30-2018
Gary Weissman, Eric DionRBC Wealth ManagementWells Fargo Advisors$60005-18-2018
Rob Frey, Cary Tucker, Robert Dillenback, Beth Ann JohnsonRBC Wealth ManagementMorgan Stanley Wealth Management$30005-11-2018
Doug Dumais, Kirt Fredericks, Kathy HaleRBC Wealth ManagementWells Fargo Advisors$17504-26-2018
Tim GariganRBC Wealth ManagementWells Fargo Advisors$22504-23-2018
Joseph Bivona, Thomas J. Bivona, Robert R. ImpellusoRBC Wealth ManagementWells Fargo Advisors$92504-17-2018
Daniel AustinRBC Wealth ManagementRaymond James$10004-09-2018
James P. DunnRBC Wealth ManagementWells Fargo Advisors$25004-05-2018
Joseph Troy, Robert Caiaze, Adam Reed, James McNairRBC Wealth ManagementWells Fargo Advisors$60001-24-2018
Carlton PaceRBC Wealth ManagementWells Fargo Advisors$20001-16-2018
Mark Santia, Edmund FosterRBC Wealth ManagementUBS Financial Services$36611-30-2017
Timothy WoodsRBC Wealth ManagementUBS Financial Services$25011-21-2017
Joseph A. Friend, Ross GordonRBC Wealth ManagementWells Fargo Advisors$20811-08-2017
Allen Langer, J. Fredrick Martinez, Marnie RoseRBC Wealth ManagementUBS Financial Services$23111-03-2017
Next Page »

Showing 1 to 25 of 128 entries

Page 1 | 2 | 3 | 4 | 5 | 6

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.