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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
Robert J. BowmanSnowden Lane PartnersBank of America Merrill Lynch$008-25-2014
Daniel ColluccioWBI InvestmentsTD Wealth Management Services$008-25-2014
Tara Rice, Amanda HancockCeteraHMS Financial Group, Raymond James$008-04-2014
Kerina GrahamStratos Wealth PartnersBank of America Merrill Lynch$008-04-2014
Michael T. LeePacilio Wealth ManagementMorgan Stanley Wealth Management$007-30-2014
Dante NeyraMorgan Stanley Wealth ManagementBank of America Merrill Lynch$007-10-2014
Richard Duffy, Russell KwokMorgan Stanley Wealth ManagementJ.P. Morgan Securities LLC$007-10-2014
Bobbie Meola, Kelly Riley, Tonette EcholsStratos Wealth PartnersWells Fargo Advisors$006-30-2014
Robert Wood (Bob), Robert Wood, Jr., (Rob), Carlton BrownRaymond JamesWells Fargo Advisors$005-28-2014
Joseph H. McAuley, Jr.Robert W. Baird & Co.Wells Fargo Advisors$004-14-2014
Morrie SymsonNFP Advisor Services GroupUBS Financial Services$004-10-2014
David MizrahiNFP Advisor Services GroupWells Fargo Advisors$004-10-2014
Julio Castro, Michael Cozene, Arthur NodererEvercore Wealth ManagementSuntrust Investment Services$004-07-2014
Gary R. WhineryStifel Nicolaus & Co.Wedbush Securities$004-04-2014
Susan G. FreedChevy Chase TrustFreed Advisors$004-03-2014
Michael A. RosenthalRetirement Benefits GroupLPL Financial$003-20-2014
Francis RocheRobert W. Baird & Co.RBC Wealth Management$003-18-2014
Jeffrey Schulte, James D. HilesCantor Fitzgerald Wealth PartnersMariner Wealth Advisors$003-10-2014
Charles F. FowlerAtlantic TrustAltegris Investments$003-10-2014
Peggy WhitmoreCapTrust Financial Advisors401(k) Advisors, Inc.$003-10-2014
Kevin L. Baker, Dan SullivanJ.P. Morgan Securities LLCBernstein Global Wealth Management$002-27-2014
Darren Graff, Natalya MuravchikJ.P. Morgan Securities LLCBank of America Merrill Lynch$002-27-2014
Roland Pritchett, Matthew R. StuckeJ.P. Morgan Securities LLCUBS Financial Services$002-27-2014
Troy W. GaulD.A. Davidson & Co.Wells Fargo Advisors$002-24-2014
Mark J. Grueninger, Benjamin C. SauerUBS Financial ServicesBank of America Merrill Lynch$002-24-2014
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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.