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.

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Joseph M. HubbellRaymond JamesSnowden Account Services LLC$17004-11-2019
James DiBlasiStifel Nicolaus & Co.Merrill Lynch$5202-22-2019
David Kopyc, James CoxSecurities Service NetworkAmeritas Investment Corp$18002-20-2019
George Fuchs, David SchulmanFirst Republic SecuritiesWells Fargo Advisors$1,50002-15-2019
Calvin R. KongAmeriprise FinancialMorgan Stanley Wealth Management$14102-08-2019
Jonathan Millman, Ian Millman, Mario Venerose, Alan YakuboffKingsview Asset ManagementWells Fargo Advisors$26001-15-2019
Joseph BradyStifel Nicolaus & Co.Merrill Lynch$12501-14-2019
Clifford Bartlett, IIIStifel Nicolaus & Co.Wells Fargo Advisors$10001-14-2019
Neil Hoyt, Rachel Roney, Jeffrey Klein, Sonnet Loftus and Paul Ahrens Commonwealth Financial NetworkCadaret Grant$50001-14-2019
Robert J. Ellis, Christopher L. Van Son, Joe Starinsky, Jr. and Julie BarrRaymond JamesLPL Financial$17012-18-2018
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
Next Page »

Showing 1 to 25 of 341 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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