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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
Gary R. WhineryStifel Nicolaus & Co.Wedbush Securities$004-04-2014
Jeffrey M. FratarcangeliWells Fargo AdvisorsBank of America Merrill Lynch$42404-04-2014
Susan G. FreedChevy Chase TrustFreed Advisors$004-03-2014
Albert Fox, Edward Penberthy, Joseph DehnMorgan Stanley Wealth ManagementBank of America Merrill Lynch$60003-27-2014
David BeharMorgan Stanley Wealth ManagementUBS Financial Services$20003-27-2014
Eugene C. Thompson IVCapital Investment Co.Wells Fargo Advisors$6503-27-2014
Mark CourtemancheCapital Investment Co.Argentus Advisors$9003-27-2014
Carrie S. Gallaway, Andrew L. SternLebenthal Wealth AdvisorsMorgan Stanley Wealth Management$1,20003-25-2014
Charles Wareham, Craig Breitsprecher, Tom Polowy, Vincent WinansIndependent Financial GroupLPL Financial$9503-25-2014
Paul J. MerzSecurities AmericaValmark Securities$8403-24-2014
Michael A. RosenthalRetirement Benefits GroupLPL Financial$003-20-2014
Nick Salvetti, A.J. Salvetti IIIRaymond JamesBank of America Merrill Lynch$21003-19-2014
Martin LutschaunigJanney Montgomery ScottBank of America Merrill Lynch$25003-19-2014
James Elliott, Dana Wright, Gregory FrankosInvestacorpLPL Financial$6803-19-2014
Francis RocheRobert W. Baird & Co.RBC Wealth Management$003-18-2014
David Huffman, Aimee BoggsRaymond JamesMorgan Stanley Wealth Management$18003-18-2014
Thomas NolanWells Fargo AdvisorsMorgan Stanley Wealth Management$10003-18-2014
Mark PhillipsWells Fargo AdvisorsMorgan Stanley Wealth Management$12003-18-2014
Gary J. PareseWells Fargo AdvisorsMorgan Stanley Wealth Management$27003-18-2014
Barry D. MasciWells Fargo AdvisorsMorgan Stanley Wealth Management$9003-18-2014
Joanne Astle, Nick Astle, Mike Astle Raymond JamesBank of America Merrill Lynch$20003-12-2014
Luke Kuchenberg, Tyson RayRaymond JamesWells Fargo Advisors$22003-10-2014
John Lewis, Joe BartholomewBB&T SecuritiesMorgan Stanley Wealth Management$90003-10-2014
Jeffrey Schulte, James D. HilesCantor Fitzgerald Wealth PartnersMariner Wealth Advisors$003-10-2014
Charles F. FowlerAtlantic TrustAltegris Investments$003-10-2014
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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.