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.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Dan LongStifel Nicolaus & Co.UBS Financial Services$5511-01-2018
Dale Cebert, Chad Noble, Mark Dickerson, Alec Thomas, Scott Maxwell and Keriann MitchellAmeriprise FinancialFSC Securities$44410-29-2018
Gordon Nearing, Pamela DallasRBC Wealth ManagementBank of America Merrill Lynch$23010-18-2018
Jeffrey LaBelle, John ScottLPL FinancialFirst Allied Securities$11010-11-2018
John Perry, Patrick Durham, and Robin JohnsonRBC Wealth ManagementWells Fargo Advisors$16009-28-2018
Robert LepaAmeriprise FinancialWells Fargo Advisors$9409-27-2018
Nick SteinbachStifel Nicolaus & Co.Wells Fargo Advisors$6009-25-2018
Dan LongStifel Nicolaus & Co.UBS Financial Services$5509-25-2018
Robert DuKateRaymond JamesAmeriprise Financial$12509-20-2018
Jeffrey EagleAmeriprise FinancialMora WM Securities$9909-18-2018
Matt Shafer, Mark Barber, Jeffrey WinklerRaymond JamesMorgan Stanley Wealth Management$47508-31-2018
Michael W. Landsberg, Lew Bennett, Anthony C. DubbanehLandsberg Bennett Private Wealth Management GroupWells Fargo Advisors$67508-01-2018
Henry R. GrinbergRaymond JamesMorgan Stanley Wealth Management$20006-08-2018
Dean Dancer, T.J. Goelz, Steven Grossman, Joe MalaveRaymond JamesUBS Financial Services$48005-24-2018
Gary Weissman, Eric DionRBC Wealth ManagementWells Fargo Advisors$60005-18-2018
Ricardo QuirosBolton Global CapitalBank of America Merrill Lynch$22004-23-2018
Joseph Bivona, Thomas J. Bivona, Robert R. ImpellusoRBC Wealth ManagementWells Fargo Advisors$92504-17-2018
Dean HooverRaymond JamesUBS Financial Services$7004-09-2018
Scott D. SullivanRaymond JamesBank of America Merrill Lynch$20004-05-2018
Regina Ruth Onkst, Jim OnkstAmeriprise FinancialUBS Financial Services$11303-09-2018
Kenneth P. Steinmetz, James C. JacksonJanney Montgomery ScottBank of America Merrill Lynch$12802-22-2018
Jeffrey Oliverio Suntrust Investment ServicesWells Fargo Advisors$10001-12-2018
David AdamsAmeriprise FinancialSagePoint Financial$8601-03-2018
Michael Zizmer, Newton Jones, Kevin DavidsonRaymond JamesUBS Financial Services$44012-14-2017
Brian InmanLPL FinancialBank of America Merrill Lynch$5812-08-2017
Next Page »

Showing 1 to 25 of 306 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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