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.

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Don Wells Jr., Kyle WellsD.A. Davidson & Co.Wells Fargo Advisors$20009-28-2018
Perry StannardStifel Nicolaus & Co.Wells Fargo Advisors$3408-28-2018
Hobart MarliaveStifel Nicolaus & Co.Wells Fargo Advisors$4308-27-2018
Tony Urdes, Bianca UrdesStifel Nicolaus & Co.UBS Financial Services$30004-20-2018
Jason Bratt, David Nanson, Ashley ColvinDynasty Financial PartnersUBS Financial Services$22812-05-2017
Lance SteinbergLPL FinancialWells Fargo Advisors$12511-02-2017
Michael PickettLPL FinancialEdward Jones$5107-19-2017
Tonya NicholsRBC Wealth ManagementRobert W. Baird & Co.$12206-02-2017
Forbes RobinsonFinancial Advocates Investment ManagementWaddell and Reed$6005-17-2017
Jay TobiasLPL FinancialWells Fargo Advisors$9605-01-2017
Katherine Fisher-SchultzRaymond JamesMorgan Stanley Wealth Management$17301-04-2017
Sheree ArntsonAllium Financial AdvisorsArnerich Massena$1,00010-05-2016
Marc AlportWells Fargo AdvisorsMorgan Stanley Wealth Management$6508-05-2016
Jeffrey Grandy, Sophia Bliablias-Grandy, Douglas Souvenir, Keoni Hudson-RasmussenRaymond JamesForesters Financial$24007-11-2016
Timothy StalsbergWells Fargo AdvisorsMorgan Stanley Wealth Management$10004-08-2016
Edward J. Murphy IIIRBC Wealth ManagementUBS Financial Services$15010-29-2015
Michael McDonaldLPL FinancialU.S. Bancorp Investments$7509-02-2015
Jane Drew, Katherine DrewWells Fargo AdvisorsBank of America Merrill Lynch$27808-07-2015
Paul CarlsonLPL FinancialEdward Jones$10306-19-2015
Jason DonethAmeriprise FinancialLPL Financial$14705-15-2015
Kraig Kerr, Michael LarleeD.A. Davidson & Co.Bank of America Merrill Lynch$35004-30-2015
Mitchell Rask, Christopher Rask, Jane MillerWells Fargo AdvisorsMorgan Stanley Wealth Management$24404-17-2015
James G. OsborneAmeriprise FinancialWells Fargo Advisors$8811-28-2014
Will DietzCommonwealth Financial NetworkRBC Wealth Management$6011-07-2014
Richard Lee, Brandon Blair, Mike Costa, Barbara Hacke ReschWells Fargo AdvisorsMorgan Stanley Wealth Management$31105-02-2014
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Showing 1 to 25 of 47 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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