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
Debra Riedel, Josh J. Miles, Michele CisarioRaymond JamesMorgan Stanley Wealth Management$32509-19-2016
William Campbell, Patrick J. Courtright, Eltiena Campbell, Christine RobertsonRaymond JamesMorgan Stanley Wealth Management$36009-19-2016
Dave WoolfordSnowden Lane PartnersJ.P. Morgan Securities LLC$35009-16-2016
Akira KidoBank of America Merrill LynchMorgan Stanley Wealth Management$16009-16-2016
Thomas Schmidt, Bradley SchmidtStifel Nicolaus & Co.Wells Fargo Advisors$14009-15-2016
Dieter RamaekersRaymond JamesMorgan Stanley Wealth Management$13209-14-2016
Charles MillerWells Fargo AdvisorsMorgan Stanley Wealth Management$16009-13-2016
Elizabeth van Walleghem, Thomas ButlerMAXIMAI Investment PartnersBank of America Merrill Lynch$55009-13-2016
Clifford Coury, Mark PyperWells Fargo AdvisorsMorgan Stanley Wealth Management$34309-13-2016
Tom Kirk, Margaret Dechant, Andrew Mies, Bryan Green, Steve Bahm, Pam Smith, Sarah Hampton6 MeridianMorgan Stanley Wealth Management$2,20009-12-2016
Robert Ellis, William EllisAmeriprise FinancialCommonwealth Financial$17009-07-2016
Brian Latz, John Cicillini, Kenneth Cariota Wells Fargo AdvisorsMorgan Stanley Wealth Management$42709-06-2016
Joseph Long, Brian SchneiweissStifel Nicolaus & Co.Bank of America Merrill Lynch$50009-06-2016
Doug Charney, Freddy CassiviProspera Financial ServicesWells Fargo Advisors$19008-30-2016
Patrick NickersonRaymond JamesMorgan Stanley Wealth Management$5008-30-2016
Phillip Friesen, Chuck Crowson, John Friesen, Greg Bowman, Josh Zeleskey, Karen Ronaghan, Bonnie McKinneyRBC Wealth ManagementMorgan Stanley Wealth Management$1,00008-30-2016
Stephen LawandalesSecurities Service NetworkFSC Securities$20008-26-2016
Kevin BarnesFirst Republic SecuritiesBank of America Merrill Lynch$36008-26-2016
Matt Petersen, Dwayne Michael, Michael Budd, Brian Gibson, Randy Gibson, Andy CarriganWells Fargo AdvisorsMorgan Stanley Wealth Management$58708-25-2016
John McIntyreRBC Wealth ManagementWells Fargo Advisors$10008-23-2016
Larry FowlerWells Fargo AdvisorsUBS Financial Services$13608-22-2016
Frank CoussensAmeriprise FinancialBank of America Merrill Lynch$13208-19-2016
Kenneth IbbetsonWells Fargo AdvisorsMorgan Stanley Wealth Management$10708-19-2016
Laurisa Anderson, Steven RemchukWells Fargo AdvisorsJPMorgan Chase & Co.$70008-19-2016
Samuel NunezBolton Global CapitalBank of America Merrill Lynch$12508-19-2016
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Showing 1 to 25 of 2,395 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.