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.

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Scott William MacolinoStifel, Nicolaus & Company, IncorporatedBarclays Capital Inc.12-04-2015
John Geras KrimigisStifel, Nicolaus & Company, IncorporatedBarclays Capital Inc.12-04-2015
Heidi Guldbrandsen ChamberlainStifel, Nicolaus & Company, IncorporatedBarclays Capital Inc.12-04-2015
Neil Campbell StoneStifel, Nicolaus & Company, IncorporatedBarclays Capital Inc.12-04-2015
John Hugh Devlin Jr.Stifel, Nicolaus & Company, IncorporatedBarclays Capital Inc.12-04-2015
Robert Eric MillerStifel, Nicolaus & Company, IncorporatedBarclays Capital Inc.12-04-2015
David Whitman FlemingStifel, Nicolaus & Company, IncorporatedBarclays Capital Inc.12-04-2015
David Leslie Bowlin Jr.Stifel, Nicolaus & Company, IncorporatedBarclays Capital Inc.12-04-2015
Paul Cohn McClungStifel, Nicolaus & Company, IncorporatedBarclays Capital Inc.12-04-2015
Gary Everett KriegerStifel, Nicolaus & Company, IncorporatedBarclays Capital Inc.12-04-2015
Mark James StevensonStifel, Nicolaus & Company, IncorporatedBarclays Capital Inc.12-04-2015
Christopher Thomas HarringtonStifel, Nicolaus & Company, IncorporatedBarclays Capital Inc.12-04-2015
Michael John ReiserStifel, Nicolaus & Company, IncorporatedBarclays Capital Inc.12-04-2015
Elyssa Joy KupferbergStifel, Nicolaus & Company, IncorporatedBarclays Capital Inc.12-04-2015
Ria Marolda HartStifel, Nicolaus & Company, IncorporatedBarclays Capital Inc.12-04-2015
James Michael EganStifel, Nicolaus & Company, IncorporatedBarclays Capital Inc.12-04-2015
Hovick M BabajanianStifel, Nicolaus & Company, IncorporatedBarclays Capital Inc.12-04-2015
Leslie Christopher QuickStifel, Nicolaus & Company, IncorporatedBarclays Capital Inc.12-04-2015
James HafeleStifel, Nicolaus & Company, IncorporatedBarclays Capital Inc.12-04-2015
Jason Ross MingelgreenStifel, Nicolaus & Company, IncorporatedBarclays Capital Inc.12-04-2015
Kyle Adam WenskiStifel, Nicolaus & Company, IncorporatedBarclays Capital Inc.12-04-2015
Katherine Grace CordtzStifel, Nicolaus & Company, IncorporatedBarclays Capital Inc.12-04-2015
Chris Myron BoleyStifel, Nicolaus & Company, IncorporatedBarclays Capital Inc.12-04-2015
Michelle ShlimonStifel, Nicolaus & Company, IncorporatedBarclays Capital Inc.12-04-2015
Kraig Joseph CorrellStifel, Nicolaus & Company, IncorporatedBarclays Capital Inc.12-04-2015
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Showing 101 to 125 of 1,485 entries

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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. All data and information is the property of InvestmentNews LLC and is protected by copyright and other intellectual property laws. All rights are reserved by InvestmentNews LLC. Data may only be viewed on InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.

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