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

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Eugene Bosart, Brad Bosart, Robert Bosart, Joe Moynihan, and Maddalena ParksRBC Wealth ManagementWells Fargo Advisors$1,40010-17-2018
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
James M. AidRBC Wealth ManagementWells Fargo Advisors$90006-01-2018
Gary Weissman, Eric DionRBC Wealth ManagementWells Fargo Advisors$60005-18-2018
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
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
Joseph A. Friend, Ross GordonRBC Wealth ManagementWells Fargo Advisors$20811-08-2017
Alfred L. Hobgood III, Alfred L. Hobgood IV, A. Harrison PeatrossRBC Wealth ManagementWells Fargo Advisors$18211-02-2017
George Dominello, William DominelloRBC Wealth ManagementWells Fargo Advisors$39510-30-2017
Bruce Georgi, Gerald BarkleyRBC Wealth ManagementWells Fargo Advisors$20508-30-2017
James Carbonell, Matthew Forrey, Amy CaffeseRBC Wealth ManagementWells Fargo Advisors$36508-30-2017
David HeideRBC Wealth ManagementWells Fargo Advisors$50011-02-2016
Thomas PinkRBC Wealth ManagementWells Fargo Advisors$15410-26-2016
John McIntyreRBC Wealth ManagementWells Fargo Advisors$10008-23-2016
Todd D. WatsonRBC Wealth ManagementWells Fargo Advisors$11610-28-2014
Nick Mueller, Darren AmerkanianRBC Wealth ManagementWells Fargo Advisors$8009-15-2014
Seymour Krinsky, Ken Eidson, Kyle Doege RBC Wealth ManagementWells Fargo Advisors$35004-16-2014
Next Page »

Showing 1 to 25 of 27 entries

Page 1 | 2

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.