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
Elizabeth Hulley, Sean Reynolds, Benjamin NicholsonRaymond JamesWells Fargo Advisors$10012-06-2018
Marcy Rose, Joseph SorannoAmeriprise FinancialMorgan Stanley Wealth Management$18511-29-2018
Debra Feaser, Michael EisenbraunAmeriprise FinancialEdward Jones$21511-19-2018
Hany FaragJanney Montgomery ScottUBS Financial Services$15311-06-2018
Thomas HuberStifel Nicolaus & Co.UBS Financial Services$15010-29-2018
Fred Beltz, David Ianni, Bob Siler, Judd Siler, Mark SilerLPL FinancialCadaret Grant$50010-23-2018
Tammy Mogilski, Brian BedfordRaymond JamesLPL Financial$28510-15-2018
Stephen Gold, Patrick HenryJPMorgan Chase & Co.UBS Financial Services$010-08-2018
Christian ConroyMorgan Stanley Wealth ManagementBank of America Merrill Lynch$010-05-2018
Clive Grady BuchanRBC Wealth ManagementWells Fargo Advisors$19510-01-2018
Larry JacobsStifel Nicolaus & Co.Wells Fargo Advisors$19209-25-2018
Gregory MantoAmeriprise FinancialAxa Advisors$5809-04-2018
Josh LordStifel Nicolaus & Co.Raymond James$6209-04-2018
Samuel Sammarco, William Moore, William NiceJanney Montgomery ScottWells Fargo Advisors$30009-04-2018
Keary Castleberry, Lara SternsSnowden Lane PartnersWells Fargo Advisors$12608-24-2018
Stephen Adler, Mark Levy, Roger Jee, Michael LubinRaymond JamesWells Fargo Advisors$1,00008-22-2018
Patrick Amato, Robert Waldbauer Jr.JPMorgan Chase & Co.UBS Financial Services$75308-10-2018
Bill Amatuzzo, Mike MagnaniCommonwealth Financial NetworkAmeriprise Financial$12007-16-2018
Eric G. Moore, Michael Blake, Allison HudsonKestra FinancialLPL Financial$14207-12-2018
Matthew DavidsonSnowden Lane PartnersRaymond James$6007-10-2018
David R. ReiserJPMorgan Chase & Co.Morgan Stanley Wealth Management$50006-20-2018
Mark Demo, Raymond PatrawStifel Nicolaus & Co.Wells Fargo Advisors$23006-20-2018
Christopher P. WilkensRBC Wealth ManagementBank of America Merrill Lynch$6005-30-2018
John Moose, David Zambito, David Palermo, Nathan WegmanCommonwealth Financial NetworkAmeriprise Financial$28205-22-2018
Michael TaggartJPMorgan Chase & Co.Bank of America Merrill Lynch$80005-11-2018
Next Page »

Showing 1 to 25 of 331 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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