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
Elizabeth Hulley, Sean Reynolds, Benjamin NicholsonRaymond JamesWells Fargo Advisors$10012-06-2018
John CurcioRaymond JamesSanford C. Bernstein & Co. $12012-05-2018
Stephen BradleyRaymond JamesUBS Financial Services$16012-04-2018
Betty Schutte-Box, Troy YenserRaymond JamesWells Fargo Advisors$22212-04-2018
Lawrence McDonnell, Frank McDonnellRaymond JamesBank of America Merrill Lynch$011-09-2018
Timothy Holcomb, Perry HolcombRaymond JamesUBS Financial Services$11911-08-2018
Judy RossRaymond JamesWells Fargo Advisors$24510-31-2018
James WildmanRaymond JamesWells Fargo Advisors$16010-26-2018
Joseph KlauzarRaymond JamesMorgan Stanley Wealth Management$6210-23-2018
Kenneth Judd, Robert GonzalesRaymond JamesWells Fargo Advisors$13610-23-2018
Tammy Mogilski, Brian BedfordRaymond JamesLPL Financial$28510-15-2018
Ian McClureRaymond JamesWells Fargo Advisors$11410-12-2018
Elizabeth CorrellRaymond JamesDavid A. Noyes$010-08-2018
James MelstromRaymond JamesUBS Financial Services$11010-01-2018
Jackson Rhoades, Jan Schmeski, Mike Stockton, Steve Bettenhausen, David Matty, Logan StoneRaymond JamesWells Fargo Advisors$56010-01-2018
Benjamin Lewis, Christopher AmysRaymond JamesWells Fargo Advisors$18509-27-2018
Robert DuKateRaymond JamesAmeriprise Financial$12509-20-2018
Thomas O'Neill, Jessica O'Neill, Thomas O'Neill Jr.Raymond JamesMorgan Stanley Wealth Management$20309-10-2018
Matt Shafer, Mark Barber, Jeffrey WinklerRaymond JamesMorgan Stanley Wealth Management$47508-31-2018
Stephen Adler, Mark Levy, Roger Jee, Michael LubinRaymond JamesWells Fargo Advisors$1,00008-22-2018
David Patton, Miles ORaymond JamesBank of America Merrill Lynch$23508-20-2018
Gordon Schnitzler, Joseph SchnitzlerRaymond JamesStifel Nicolaus & Co.$14108-02-2018
William PerkinsRaymond JamesWells Fargo Advisors$007-31-2018
Kent NuzumRaymond JamesWells Fargo Advisors$007-31-2018
Kyle EvensRaymond JamesWells Fargo Advisors$007-31-2018
Next Page »

Showing 1 to 25 of 394 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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