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
Oscar GuevaraBoston Global CapitalBank of America Merrill Lynch$8007-18-2016
Sam DeGennaroSnowden Lane PartnersBank of America Merrill Lynch$18007-18-2016
William Haring, Bradley HaringRBC Wealth ManagementMorgan Stanley Wealth Management$12407-13-2016
Scott Ramo, Valerie RamoRBC Wealth ManagementRaymond James$30007-13-2016
Sean Richardson, Max LileAllstreet CapitalMorgan Stanley Wealth Management$15007-08-2016
William Lloyd, Andrew Means, Peter WillseaStifel Nicolaus & Co.Bank of America Merrill Lynch$65507-07-2016
Meloni Hallock, Alev LewisHightower AdvisorsAcacia Wealth Advisors$50007-06-2016
Sharon AlmeidaCalton & AssociatesVSR Financial Services$6007-01-2016
Brigid MulroyCalton & AssociatesVSR Financial Services$5007-01-2016
Bradley FoosCalton & AssociatesVSR Financial Services$10007-01-2016
MF Long IICalton & AssociatesVSR Financial Services$6007-01-2016
Walter Meranze, Ken Dysart, Sean GogolaProspera Financial ServicesWells Fargo Advisors$1,20006-30-2016
John EganHightower AdvisorsJ.M. Egan Wealth Advisors$30006-28-2016
John Osterberg, Chad Pannell, Philip Lee, Taylor BryantLPL FinancialAmeriprise Financial$20006-21-2016
Tanya Duarte, Archibaldo VasquezBoston Global CapitalBank of America Merrill Lynch$22506-20-2016
George Bragaw, William Weldon, Tara OrendorffRaymond JamesWells Fargo Advisors$20506-20-2016
Felipe BallestasBoston Global CapitalBank of America Merrill Lynch$17506-18-2016
James Earl Webb 360 Wealth ManagementEdward Jones$9506-17-2016
Robert L. Jackson, Jared Roskelley, Barbara Sutton,Greg Stark, Darin Shebesta, Mike Cupell, Debra Brough, Conrad Roskelley Raymond JamesCambridge Investment Research$18006-10-2016
Jim Murray, Ryan Griego, Desiree Jara, Kimberly RitchieRBC Wealth ManagementThe Gryphon Group$23806-10-2016
John Rice, Alan Scalingi, Andrew GithmarkSteward Partners Global AdvisoryMorgan Stanley Wealth Management$23506-10-2016
Barbara Archer, Mark Schweiss, Karen Meers, Patty McClainHightower AdvisorsArcher Wealth Management$40006-08-2016
LaRue GibsonHightower AdvisorsBank of America Merrill Lynch$30006-06-2016
Amanda BarclayBank of America Merrill LynchJ.P. Morgan Securities LLC$24406-06-2016
Jay Saling, Jason Stuber, Emily Saling, John VolpertRaymond JamesHilliard Lyons$25006-02-2016
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Showing 1 to 25 of 2,228 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.