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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
Don d'Adesky, W. Kristopher Lemke, Matthew Cicero, Jose Cabrera Sr., Kevin Gourrier, Ryan WeberRaymond JamesMorgan Stanley Wealth Management$2,40006-03-2015
Ron Feltes, Ed Luebe, Jeff MillerLaSalle St. SecuritiesHeartland Investment Associates$52506-03-2015
David FlandersAmeriprise FinancialWells Fargo Advisors$5406-02-2015
James WalkerAmeriprise FinancialWells Fargo Advisors$5506-02-2015
William 'Bill' LukeAmeriprise FinancialWells Fargo Advisors$10206-02-2015
Henry ShoresAmeriprise FinancialWells Fargo Advisors$6606-02-2015
Karen HigginsAmeriprise FinancialWells Fargo Advisors$10206-02-2015
Kevin WoodAmeriprise FinancialWells Fargo Advisors$15406-02-2015
Matt Yonally, Chris Compogiannis Bank of America Merrill LynchUBS Financial Services$30006-02-2015
David B. NifongIndependent Advisor AllianceWells Fargo Advisors$10006-02-2015
Jon Marzano, Art Marzano, Steven GalloIndependent Advisor AllianceWells Fargo Advisors$26506-02-2015
Eric Hans YeagerGradient Capital AdvisorsAmeriprise Financial$5506-01-2015
James 'Trey' Mahan III, Gregory S. Snider Raymond JamesJPMorgan Chase & Co.$14105-29-2015
John F. Donovan Securities AmericaLincoln Financial$005-29-2015
Lewis 'Bud' Wentz, Tim Porter, Luke Vincer, Matt NorrisRaymond JamesWestminster Financial Securities$31705-29-2015
Robert L. GormanRobert W. Baird & Co.Morgan Stanley Wealth Management$21005-26-2015
Bob Brandenberger, Billy BrandenbergerRBC Wealth ManagementSouthwest Securities$22505-21-2015
John Mirsepahi Bank of America Merrill LynchMorgan Stanley Wealth Management$005-19-2015
Barbara J. Cummings, Robert H. Kjellman, Carl J. YoungWilliam Blair & Co.BP Wealth Management$005-19-2015
Randy ScritchfieldSecurities AmericaH. Beck, Inc.$11505-19-2015
Mark McCormack, Gary Guglielmello, Eric Riggin, Anthony Lopopolo, Gary Holland, Aaron KohlVoya Financial AdvisorsAmeriprise Financial$32305-19-2015
James F. King, Jr., Tony KellyCommonwealth Financial NetworkLPL Financial$10805-18-2015
Stephen Smith, Elizabeth Schrock Stifel Nicolaus & Co.Morgan Stanley Wealth Management$14705-14-2015
P. David SolimanLPL FinancialJPMorgan Chase & Co.$17505-14-2015
Laurence M. Braunstein, Jordan BraunsteinJanney Montgomery ScottMorgan Stanley Wealth Management$005-14-2015
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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.