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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
Frank LevySecurities Service Network John Hancock Financial Services$17002-27-2013
Peggy WhitmoreCapTrust Financial Advisors401(k) Advisors, Inc.$003-10-2014
David LucasRaymond JamesA.G. Edwards & Sons$10003-30-2011
Scott Metzner, Thomas AndisonStifel Nicolaus & Co.A.G. Edwards & Sons$006-10-2010
Patrick J. Howley, Betsy DowMoneta Group Investment AdvisorsA.G. Edwards & Sons$30001-08-2010
Charles F. FowlerAtlantic TrustAltegris Investments$003-10-2014
Louis Ciliberti Ameriprise FinancialAmerican Portfolios$15008-04-2014
Len Clarizio, Tony Sciuto Ameriprise FinancialAmerican Portfolios$11408-04-2014
Larry Copeland, Jim CopelandING Financial PartnersAmerican Portfolios$5506-25-2014
Markus ByrdNFP Advisor Services GroupAmeriprise Financial$5005-01-2014
Vladislav Krubich, Tony MayoLPL FinancialAmeriprise Financial$002-19-2014
Jack W. Griffith, Jr., Jack W. Griffith, III, John W. ChapmanJanney Montgomery ScottAmeriprise Financial$10101-31-2014
Rodney A. SimmsGradient Capital AdvisorsAmeriprise Financial$18001-22-2014
John M. Cartolano Jr.LPL FinancialAmeriprise Financial$20012-10-2013
Marguerita M. Cheng, Sameer S. SomalBlue Ocean Global WealthAmeriprise Financial$012-02-2013
Andrew GonskiLPL FinancialAmeriprise Financial$10009-19-2013
Gary BouchWaddell and ReedAmeriprise Financial$5705-14-2013
Anthony ThurlowInvestors CapitalAmeriprise Financial$5507-30-2012
Robert Coloret, Mark DelmarMorgan Stanley Wealth ManagementAmeriprise Financial$10705-16-2011
Matthew AgeeSummit Brokerage ServicesAmeriprise Financial$3406-18-2010
Middlebrook, Dryden, Carter & AssociatesInsight Wealth PartnersAmeriprise Financial$15006-04-2010
Curtis CongdonLara Shull & MayAmeriprise Financial$002-02-2010
Mark CourtemancheCapital Investment Co.Argentus Advisors$9003-27-2014
Kirk TushausLaSalle St. SecuritiesArMA Financial$6006-11-2014
Richard L. LeBaron, Jon P. LeBaronHarbour InvestmentsAxa Advisors$30012-30-2011
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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.