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.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Andrew Zimmerman, Edward Nabhan, Alexander Nabhan, Megan Cooney, James McIntyre Bank of America Merrill LynchMorgan Stanley Wealth Management$1,20005-18-2016
Eric P. BurtonLPL FinancialMegent Financial$45005-17-2016
John P. KeeneyTriad AdvisorsKeeney Financial Group $35005-17-2016
Robert Phinney, Graham Goodwin,and Richard Byrd IIIRaymond JamesMorgan Stanley Wealth Management$33205-17-2016
Joseph HubbellSnowden Lane PartnersBank of America Merrill Lynch$10005-13-2016
Tom W. O'Bryon IISteward Partners Global AdvisoryUBS Financial Services$10005-12-2016
Luisa EhrigLPL FinancialEdward Jones$10005-09-2016
Denver GilliandHightower AdvisorsBank of America Merrill Lynch$31505-08-2016
Gray Jackson RBC Wealth ManagementMorgan Stanley Wealth Management$14005-06-2016
John Bailey360 Wealth ManagementLPL Financial$6105-04-2016
Salvatore Pitti, Matthew PittiWells Fargo AdvisorsMorgan Stanley Wealth Management$20005-03-2016
John Pasacreta, Jordan Samelson, John Rotando, Nancy Meade, Sandra Kapfer Wells Fargo AdvisorsMorgan Stanley Wealth Management$24505-02-2016
William Browne, Marc Zupicich Wells Fargo AdvisorsMorgan Stanley Wealth Management$35005-02-2016
Edilberto Moreno, Soraya Batista-GarciaBolton Global CapitalBank of America Merrill Lynch$16005-02-2016
David BennetteProspera Financial ServicesWells Fargo Advisors$5005-01-2016
Robert Gorman Wells Fargo AdvisorsBank of America Merrill Lynch$10004-29-2016
David Giegerich, David ProvinsalLPL FinancialFirst Allied Securities$30504-26-2016
Mark J. Elliott, Scott R. Friedman, Darren Dawson, John A. KentSuntrust Investment ServicesWells Fargo Advisors$53404-22-2016
James MonteverdeRoyal AllianceThe Monteverde Group$30004-22-2016
Phillip PalmerRoyal AllianceChestnut Street Group$48504-22-2016
Brad Konopaske, Paul PaskaCeteraEmpire Asset Management Group$20004-20-2016
Chris Ure, Al MartinezHightower AdvisorsUBS Financial Services$12504-18-2016
John Gatto, Kenneth Gatto, Matthew Hughes Bank of America Merrill LynchMorgan Stanley Wealth Management$67504-18-2016
Marc Karstaedt Bank of America Merrill LynchMorgan Stanley Wealth Management$14704-18-2016
Scott UffelmanBank of America Merrill LynchMorgan Stanley Wealth Management$18504-18-2016
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Showing 1 to 25 of 2,164 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.