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.

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Barry Kolano Raymond JamesWells Fargo Advisors$11302-14-2019
Thad OrtezRaymond JamesWells Fargo$10002-01-2019
Michele Ing Raymond JamesEdward Jones$12002-01-2019
Adam DunbarRaymond JamesWells Fargo Advisors$13801-30-2019
Ralph Good, James NylundRaymond JamesWells Fargo Advisors$20001-30-2019
Sherry Holley, Ginger Ford, Savannah HolleyRaymond JamesHilliard Lyons$22001-08-2019
William Hornung Raymond JamesWells Fargo Advisors$14012-27-2018
Patricia Sans and Seraphim "Sam" RineRaymond JamesMorgan Stanley Wealth Management$17012-21-2018
Jonathan Palmer and Alexander MooreRaymond JamesWells Fargo Advisors$14512-20-2018
Robert J. Ellis, Christopher L. Van Son, Joe Starinsky, Jr. and Julie BarrRaymond JamesLPL Financial$17012-18-2018
John "Quint" AndrewsRaymond JamesBank of America Merrill Lynch$11012-18-2018
Caroline AlabachRaymond JamesEdward Jones$26512-17-2018
Robert WeissRaymond JamesMorgan Stanley Wealth Management$10012-17-2018
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
Next Page »

Showing 1 to 25 of 407 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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