Sponsored By

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.

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron WolsonAmeriprise FinancialWells Fargo Advisors$5202-17-2012
Abtin ZarrabiBank of America Merrill LynchMorgan Stanley Wealth Management$19209-05-2013
Adam GurienBank of America Merrill LynchWells Fargo Advisors$28308-23-2011
Adam LeapleyMorgan Stanley Wealth ManagementChase Investment Services$20501-28-2011
Adam N. PhillipsEP Wealth AdvisorsCity National Bank$70006-11-2014
Adam R. RosenzweigRBC Wealth ManagementMorgan Stanley Wealth Management$10008-29-2014
Advantage Financial GroupLPL FinancialNational Planning$2,00008-02-2012
Ajay Desai, John Staab, Frank PellicoriUBS Financial ServicesMorgan Stanley Wealth Management$1,70011-08-2011
Ajay K. GuptaGupta Wealth ManagementUBS Financial Services$54010-09-2013
Al Maulini, Joseph ToranoMorgan Stanley Wealth ManagementHSBC Private Bank$12110-01-2013
Alan Glick and Charles GlickWells Fargo AdvisorsMorgan Stanley $24206-18-2014
Alan HarterPactolus Private Wealth ManagementMorgan Stanley Wealth Management$1,00002-10-2011
Alan J. SpilkerRaymond JamesBank of America Merrill Lynch$001-08-2014
Alan LindsaySCF SecuritiesMorgan Stanley Wealth Management$12508-05-2011
Alan Metheny, David Clarke, Gary LedbetterWells Fargo AdvisorsMorgan Stanley Wealth Management$24406-07-2012
Albert Fox, Edward Penberthy, Joseph DehnMorgan Stanley Wealth ManagementBank of America Merrill Lynch$60003-27-2014
Albert GreenRaymond JamesUBS Financial Services$15012-27-2011
Alex A. GallegoRaymond JamesStifel Nicolaus & Co.$9402-18-2014
Alex KineProspera Financial ServicesHuntington Investments$8012-16-2011
Alex Opoulos, Nick HolmesRaymond JamesBank of America Merrill Lynch$20002-23-2010
Alexander S. CushnerRobert W. Baird & Co.Credit Suisse Wealth Services$30010-05-2011
Alfred J. Derenzis, Scott D. FordJanney Montgomery ScottMorgan Stanley Wealth Management$15906-18-2013
Alison JankeSummit Brokerage ServicesWells Fargo Advisors$8504-15-2011
Alissa N. CarlossMorgan Stanley Wealth ManagementStifel Nicolaus & Co.$13505-07-2013
Allan BoomerFiduciary Management GroupGoldman Sachs$25009-17-2010
Next Page »

Showing 1 to 25 of 1,503 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15

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.