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
Jack Mayer, Robert MayerStifel Nicolaus & Co.Hilliard Lyons$5412-04-2018
David FernedingStifel Nicolaus & Co.Wells Fargo Advisors$5412-03-2018
Keith CreechStifel Nicolaus & Co.Wells Fargo Advisors$20012-03-2018
George WaltonStifel Nicolaus & Co.Wells Fargo Advisors$22512-03-2018
Rick Hueter, Todd WinterStifel Nicolaus & Co.Wells Fargo Advisors$40811-16-2018
Dick Niemiec, Kyle Adams, Lisa ReichertStifel Nicolaus & Co.Wells Fargo Advisors$50011-15-2018
Lynn Faust, Michael FaustStifel Nicolaus & Co.Raymond James$28511-12-2018
Bob RubarthStifel Nicolaus & Co.Raymond James$5411-12-2018
Fred RossStifel Nicolaus & Co.Raymond James$6411-12-2018
Tyler LendaStifel Nicolaus & Co.Morgan Stanley Wealth Management$9711-12-2018
Peter SmithStifel Nicolaus & Co.Moors & Cabot$14211-12-2018
Frank NightingaleStifel Nicolaus & Co.Wells Fargo Advisors$11111-09-2018
Rachel HallStifel Nicolaus & Co.Raymond James$3311-01-2018
Elliot TreeceStifel Nicolaus & Co.Edward Jones$8711-01-2018
Martin "Kye" NicholsStifel Nicolaus & Co.Edward Jones$5311-01-2018
Dan LongStifel Nicolaus & Co.UBS Financial Services$5511-01-2018
Chris Buccheri, Dave HarrisStifel Nicolaus & Co.Bank of America Merrill Lynch$33011-01-2018
Thomas HuberStifel Nicolaus & Co.UBS Financial Services$15010-29-2018
Zach Birkey, Mike Bruner, Myron Hendrix, Ron Ouwenga, Jeff Schimmelpfennig, Brian ThomasStifel Nicolaus & Co.Morgan Stanley Wealth Management$64610-29-2018
Thomas Rembert, John Cash, Grant Rembert, William ModeStifel Nicolaus & Co.Wells Fargo Advisors$28709-25-2018
Tom LaPorte, Bryan Bertucci, Von HallauerStifel Nicolaus & Co.Raymond James$23409-25-2018
Larry JacobsStifel Nicolaus & Co.Wells Fargo Advisors$19209-25-2018
Nick SteinbachStifel Nicolaus & Co.Wells Fargo Advisors$6009-25-2018
Dan LongStifel Nicolaus & Co.UBS Financial Services$5509-25-2018
Sally HarrisStifel Nicolaus & Co.LPL Financial$4309-25-2018
Next Page »

Showing 1 to 25 of 159 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7

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.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.