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.

Results filtered by
Adviser(s) Firm joining Firm leaving AUM ($M) Date
Thomas Epperson, Justin P. RyanRockefeller Capital ManagementUBS Financial Services$2,00012-07-2018
John CurcioRaymond JamesSanford C. Bernstein & Co. $12012-05-2018
Fred RossStifel Nicolaus & Co.Raymond James$6411-12-2018
Timothy Holcomb, Perry HolcombRaymond JamesUBS Financial Services$11911-08-2018
Judy RossRaymond JamesWells Fargo Advisors$24510-31-2018
Daniel Moskowitz, John Carty-Campbell, Blake AsburyCommonwealth Financial NetworkFSC Securities$16010-03-2018
Jeffrey S. Diamond, Zachary A. Morristru IndependenceJPMorgan Chase & Co.$20009-25-2018
Randy MacNeillAmeriprise FinancialRaymond James$10509-25-2018
William PerkinsRaymond JamesWells Fargo Advisors$007-31-2018
Kent NuzumRaymond JamesWells Fargo Advisors$007-31-2018
Kyle EvensRaymond JamesWells Fargo Advisors$007-31-2018
Jim Broadway, Jim Broadway Jr.Raymond JamesWells Fargo Advisors$007-31-2018
Gregg Lentz, Matt PorterArkadios CapitalTriad Advisors$8007-16-2018
Cynthia VogelStifel Nicolaus & Co.Morgan Stanley Wealth Management$8205-18-2018
Chris KohneTriad AdvisorsLincoln Financial$10003-29-2018
Kelly Bouchillon, Melissa Bouchillon, Emerson Ham, Edward AmbroseSound View Wealth AdvisorsBank of America Merrill Lynch$1,00003-26-2018
Richard Edge and John MinsonJPMorgan Chase & Co.UBS Financial Services$60011-30-2017
William Keaton, Alfred SamsRaymond JamesSuntrust Investment Services$54010-18-2017
Scott McQuilken, Richard ReasonerArkadios CapitalBank of America Merrill Lynch$14009-15-2017
Andrew HillHightower AdvisorsSuntrust Investment Services$26008-21-2017
James Laschinger, Sean Waggoner, Sarah KeiblerCeteraLPL Financial$6,00008-01-2017
Charlie Strong, Shane Gaddy, Kelly Lee, Kyle BochatLPL FinancialWells Fargo Advisors$35107-20-2017
Paul Lang, Emily EllisAmeriprise FinancialEdward Jones$36306-16-2017
Harry MullenLPL FinancialSuntrust Investment Services$7205-19-2017
Michael EdmondsonIndependent Advisor AllianceWells Fargo Advisors$12005-11-2017
Next Page »

Showing 1 to 25 of 86 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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