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
Brian J. TerryWells Fargo AdvisorsUBS Financial Services$11509-24-2015
Michael Eddy, Chris Eddy, Tony PalazzoTriad AdvisorsWells Fargo Advisors$35009-23-2015
Courtney McHargLPL FinancialAmeriprise Financial$9009-21-2015
Merry Lyn Bagwell, Scott Wicke Raymond JamesWells Fargo Advisors$10009-21-2015
Donald LinkLPL FinancialFidelity$18009-18-2015
Jeff Brown, Patrick Ford, Tyler MorrisLPL FinancialWells Fargo Advisors$52509-18-2015
Thomas Gray, Christina Jesperson, Kevin Terao, Albert Scudder, Judy TapiaWells Fargo Advisors Financial NetworkTriad Advisors$11709-18-2015
David Sterling Bank of America Merrill LynchCredit Suisse Wealth Services$009-17-2015
Vic Philleo, Chris Holladay, Kim HendersonRaymond JamesWells Fargo Advisors$16009-17-2015
Felix Jones Securities AmericaLPL Financial$8009-16-2015
Stephen J. Erickson, Michael Martin, Scott Louder, Christopher Lussier, Diana Correa, Nancy JonesRaymond JamesUBS Financial Services$55009-16-2015
John Sloop Jr., John BlackLPL FinancialCetera$13509-15-2015
John Sloop, John BlackLPL Financial; Independent Advisor AllianceCetera$13509-15-2015
Peter WeilLPL FinancialRBC Wealth Management$13009-11-2015
Ronald Perry, John Perry, Robin JohnsonWells Fargo AdvisorsMorgan Stanley Wealth Management$30009-11-2015
Melanie HousdenLPL FinancialEdward Jones$10009-10-2015
David Steele, Jonathan Steele, Alexander J. Schmitz, Kevin M. Cohen, Samuel A. StephensDynasty Financial PartnersJPMorgan Chase & Co.$27509-10-2015
Chitra Staley, Mark MathersBeacon Pointe Wealth AdvisorsTPW Financial$30009-09-2015
Clay Kearney, Roy SpinksLPL FinancialCapital One$43909-08-2015
Steven Wagner, Michael Wagner, Ivan Hernandez, Diana Torre, Cherie CohenDynasty Financial PartnersBank of America Merrill Lynch$1,40009-08-2015
Michael Nobile, Scott Hinchey, Michael McCabe, David TauberInvestacorpInvest Financial$25009-08-2015
Brad Nettune, Trey Whipple Bank of America Merrill LynchMorgan Stanley Wealth Management$009-04-2015
Jin ParkBank of America Merrill LynchWells Fargo Advisors$15209-04-2015
Christopher HillWells Fargo AdvisorsJPMorgan Chase & Co.$2,00009-03-2015
James LipariUBS Financial ServicesBank of America Merrill Lynch$23009-03-2015
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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.