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
David Michael IrishStifel, Nicolaus & Company, IncorporatedButler, Wick & Co., Inc.$5003-10-2009
Joseph VitelloStifel, Nicolaus & Company, IncorporatedButler, Wick & Co., Inc.$5003-10-2009
William Russell LiberStifel, Nicolaus & Company, IncorporatedButler, Wick & Co., Inc.$5003-10-2009
Jeffrey L. CaghanStifel, Nicolaus & Company, IncorporatedButler, Wick & Co., Inc.$5003-10-2009
William Edward WalshStifel, Nicolaus & Company, IncorporatedButler, Wick & Co., Inc.$2503-10-2009
Robert A FerraroStifel, Nicolaus & Company, IncorporatedButler, Wick & Co., Inc.$2503-10-2009
Bruce Malcolm AverbackStifel, Nicolaus & Company, IncorporatedButler, Wick & Co., Inc.$2503-10-2009
Jeffrey Wade DodsonStifel, Nicolaus & Company, IncorporatedButler, Wick & Co., Inc.$1003-10-2009
Donald Harold ReashStifel, Nicolaus & Company, IncorporatedButler, Wick & Co., Inc.$1003-10-2009
Trudi Grospitch MinerStifel, Nicolaus & Company, IncorporatedButler, Wick & Co., Inc.03-10-2009
George Thomas Parry Jr.Stifel, Nicolaus & Company, IncorporatedButler, Wick & Co., Inc.03-10-2009
Robert Milan OndrasikStifel, Nicolaus & Company, IncorporatedButler, Wick & Co., Inc.03-10-2009
Susan Hunt BowmanStifel, Nicolaus & Company, IncorporatedButler, Wick & Co., Inc.03-10-2009
Jennifer Lynn KarnsStifel, Nicolaus & Company, IncorporatedButler, Wick & Co., Inc.03-10-2009
Douglas John ThorpeStifel, Nicolaus & Company, IncorporatedButler, Wick & Co., Inc.03-10-2009
Vicki Sue O'NeilStifel, Nicolaus & Company, IncorporatedButler, Wick & Co., Inc.03-10-2009
Brian Johnson Robb Jr.Stifel, Nicolaus & Company, IncorporatedButler, Wick & Co., Inc.03-10-2009
Patricia Ann JarvisStifel, Nicolaus & Company, IncorporatedButler, Wick & Co., Inc.03-10-2009
Eric John JohnsonStifel, Nicolaus & Company, IncorporatedButler, Wick & Co., Inc.03-10-2009
Scott Richard GindlesbergerStifel, Nicolaus & Company, IncorporatedButler, Wick & Co., Inc.03-10-2009
Robert Brian GardnerStifel, Nicolaus & Company, IncorporatedButler, Wick & Co., Inc.03-10-2009
Joseph Anthony MusolinoStifel, Nicolaus & Company, IncorporatedButler, Wick & Co., Inc.03-10-2009
Thomas John CavalierStifel, Nicolaus & Company, IncorporatedButler, Wick & Co., Inc.03-10-2009
James Ross McCreadyStifel, Nicolaus & Company, IncorporatedButler, Wick & Co., Inc.03-10-2009
David Campbell BennettStifel, Nicolaus & Company, IncorporatedButler, Wick & Co., Inc.03-10-2009
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Showing 26 to 50 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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