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
Larry Barocas, Debbie UrySnowden Lane PartnersBank of America Merrill Lynch$15004-25-2017
David MossJanney Montgomery ScottWells Fargo Advisors Financial Network$9004-24-2017
Ross LawrenceCeteraLPL Financial $12104-24-2017
Tracey Schusterman, Rosa MazzoneRBC Wealth ManagementUBS Financial Services$37504-21-2017
Jordan Plaster, Clark Scarvey, Harry ShumakerAmeriprise FinancialBank of America Merrill Lynch$33304-21-2017
Michael BorselloMorgan Stanley Wealth ManagementBank of America Merrill Lynch$13204-21-2017
Christopher ApgarMorgan Stanley Wealth ManagementWells Fargo Advisors$31804-21-2017
Mark YatrosCommonwealth Financial NetworkAmeriprise Financial$11504-21-2017
Joseph SheehanJanney Montgomery ScottBank of America Merrill Lynch$10104-20-2017
Steven MussonLPL FinancialCapital Financial Services$17004-20-2017
Chris SpencerLPL FinancialBank of America Merrill Lynch$6904-20-2017
David RumrillJ.P. Morgan Securities LLCMorgan Stanley Wealth Management$31004-20-2017
Thomas Volpini, Derek BockHightower AdvisorsWells Fargo Advisors$17504-19-2017
Joe PecheRBC Wealth ManagementBank of America Merrill Lynch$30004-19-2017
David Anderson, and George HallRaymond JamesBank of America Merrill Lynch$40004-19-2017
John Watts, Steuart Evans, Russell Henshaw, Bradford FlowersRaymond JamesWells Fargo Advisors$70004-18-2017
Andrew HartDynasty Financial PartnersNext Capital Management$75004-17-2017
Steven ScottGlobal Retirement PartnersAusdal Financial Partners, Inc.$8304-13-2017
Sandra DaltonLPL FinancialAmerican Portfolios$5404-13-2017
Ryan GuntherLPL FinancialBank of America Merrill Lynch$10104-13-2017
Lisa McIntire Shaw, Clif McIntire, Nathan Peterson, Jonathan LindnerRaymond JamesWells Fargo Advisors$23004-13-2017
Jay Canell, Neil Canell, Justin DemboJ.P. Morgan Securities LLCMorgan Stanley Wealth Management$1,00004-11-2017
Michael O'FlahertyJanney Montgomery ScottBank of America Merrill Lynch$14404-07-2017
Douglas HardinWaddell and ReedU.S. Bancorp Investments$5404-07-2017
Robert MartinLPL FinancialSuntrust Investment Services$6704-06-2017
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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.