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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
David MunozBank of America Merrill LynchUBS Financial Services$007-29-2015
Peter Kong, John ShawBank of America Merrill LynchBarclays$007-28-2015
Bryan MiseIndependent Advisor AllianceIntervest International Equities $007-17-2015
Brian SalcettiWells Fargo Advisors Financial NetworkAxa Advisors$006-17-2015
Eric MillerWells Fargo Advisors Financial NetworkUBS Financial Services$006-17-2015
Elaine ElliottWells Fargo Advisors Financial NetworkBank of America Merrill Lynch$006-17-2015
John F. Donovan Securities AmericaLincoln Financial$005-29-2015
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
Laurence M. Braunstein, Jordan BraunsteinJanney Montgomery ScottMorgan Stanley Wealth Management$005-14-2015
Scott Upham, Odette Galli, John Duffy Dynasty Financial PartnersAmeriprise Financial; LPL Financial $005-14-2015
Todd R. LovellRaymond JamesMorgan Stanley Wealth Management$004-15-2015
J. Todd Pauliny, Michael StewartJanney Montgomery ScottRBC Wealth Management$004-13-2015
Lynn Davis, Russell Baker, Chelsea Magby, Karen Martin, Rick PattersonRaymond JamesLPL Financial$003-16-2015
Rebecca Gadus, Jeffrey Carroll, Tyson EubanksRobert W. Baird & Co.UBS Financial Services$003-10-2015
Michael R. Hostick, II, Michael D. CharlesRaymond JamesOppenheimer$001-28-2015
Chad A. Tom, Wayne WycoffStratos Wealth Partners; LPL FinancialHuntington Investments$001-22-2015
William D. BurkeLebenthal Wealth AdvisorsMorgan Stanley Wealth Management$001-22-2015
Daniel HonanJanney Montgomery ScottBank of America Merrill Lynch$001-06-2015
Margaret M. TowleBank of America Merrill LynchHightower Advisors$012-19-2014
Brian M. GedoniusHighPoint Planning PartnersMorgan Stanley Wealth Management$012-15-2014
Brian Pierson, Stephen Aucamp, Samantha Dean, Brad LackeyPresidio Capital AdvisorsCity National Securities$012-08-2014
Stewart OldfieldDeutsche BankCredit Suisse Wealth Services$011-12-2014
Charles WalkerDeutsche BankCitigroup$011-12-2014
Heather KirbyDeutsche BankCitigroup$011-12-2014
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Showing 1 to 25 of 1,855 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.