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

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Samuel Freeman RussellStifel, Nicolaus & Company, IncorporatedStone & Youngberg LLC$15011-01-2011
Todd Leland StoneStifel, Nicolaus & Company, IncorporatedStone & Youngberg LLC$10011-01-2011
Andrew Preston PetersonStifel, Nicolaus & Company, IncorporatedStone & Youngberg LLC$10011-01-2011
Brian Douglas TalgoStifel, Nicolaus & Company, IncorporatedStone & Youngberg LLC$5011-01-2011
Dennis Joseph JanssenStifel, Nicolaus & Company, IncorporatedStone & Youngberg LLC$5011-01-2011
Gregory Robert SainStifel, Nicolaus & Company, IncorporatedStone & Youngberg LLC$2511-01-2011
Jennifer C. GreenStifel, Nicolaus & Company, IncorporatedStone & Youngberg LLC$2511-01-2011
Peter George RossiStifel, Nicolaus & Company, IncorporatedStone & Youngberg LLC$1011-01-2011
John Wilson HutchinsonStifel, Nicolaus & Company, IncorporatedStone & Youngberg LLC$1011-01-2011
Gregory Stuart YoungStifel, Nicolaus & Company, IncorporatedStone & Youngberg LLC11-01-2011
Matthew Edward EcclesStifel, Nicolaus & Company, IncorporatedStone & Youngberg LLC11-01-2011
Karen G. GrayStifel, Nicolaus & Company, IncorporatedStone & Youngberg LLC11-01-2011
Todd Michael NiedermeyerStifel, Nicolaus & Company, IncorporatedStone & Youngberg LLC11-01-2011
George Michael WilliamsStifel, Nicolaus & Company, IncorporatedStone & Youngberg LLC11-01-2011
Ghazaleh Kayvan EbrahimiStifel, Nicolaus & Company, IncorporatedStone & Youngberg LLC11-01-2011
Robert Anthony RamirezStifel, Nicolaus & Company, IncorporatedStone & Youngberg LLC11-01-2011
Joseph Patrick Scanlon IIIStifel, Nicolaus & Company, IncorporatedStone & Youngberg LLC11-01-2011
James Moore Gabal Jr.Stifel, Nicolaus & Company, IncorporatedStone & Youngberg LLC$1009-30-2011
Joseph Patrick CushingStifel, Nicolaus & Company, IncorporatedStone & Youngberg LLC09-30-2011

Showing 1 to 19 of 19 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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