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.


Adviser(s) Firm joining Firm leaving AUM ($M) Date
John McCauleyWells Fargo AdvisorsDeutsche Bank$002-25-2016
Ron Medaris, Chris GerrishWells Fargo AdvisorsUBS Financial Services$002-25-2016
Larry Goeas, Leo GoeasRaymond JamesStifel Nicolaus & Co.$1,00002-25-2016
John Dix, Karee SampsonU.S. Capital AdvisorsWells Fargo Advisors$002-23-2016
Joseph Klein, Stephen Hines, Doug MastersonU.S. Capital AdvisorsAmegy Bank$1,00002-23-2016
Brian J. ThomasNorthern TrustJPMorgan Chase & Co.$002-22-2016
Edwin BlanchardLPL FinancialMorgan Stanley Wealth Management$6002-19-2016
Michael SchipperRBC Wealth ManagementRaymond James$002-19-2016
Robert BlanchardLPL FinancialMorgan Stanley Wealth Management$9602-19-2016
Geoffrey GatlinWells Fargo AdvisorsRaymond James$16902-18-2016
Noel Culberson, Kristy TochiharaWells Fargo AdvisorsMorgan Stanley Wealth Management$18602-18-2016
Shahab MoradianWells Fargo AdvisorsMorgan Stanley Wealth Management$5002-18-2016
Steven CollinsWells Fargo AdvisorsRaymond James$13202-18-2016
Thomas BraleyWells Fargo AdvisorsBank of America Merrill Lynch$9502-18-2016
Amy SachsSteward Partners Global AdvisoryMorgan Stanley Wealth Management$9102-17-2016
Angela WolfeBenjamin F. Edwards & Co.Edward Jones$002-17-2016
Anthony GambacortaLPL FinancialJPMorgan Chase & Co.$24002-17-2016
Bridget Weatherly, Tom McCormick, Philip Pela, Hal Kaigler Benjamin F. Edwards & Co.Wells Fargo Advisors$002-17-2016
Christopher Coulter, Bill FerryBenjamin F. Edwards & Co.Oppenheimer$002-17-2016
Howell TaylorBenjamin F. Edwards & Co.Wells Fargo Advisors$002-17-2016
Mary Schulte, Thomas Cleland, Randy Sidio, Maurice MathyBenjamin F. Edwards & Co.Morgan Stanley Wealth Management$002-17-2016
Philip DosterLPL FinancialBank of America Merrill Lynch$10402-17-2016
Rick FabyBenjamin F. Edwards & Co.Ameriprise Financial$002-17-2016
Philip Fogli Sr., Philip Fogli Jr., Marcos Lopez, David Marcinowski, Joshua WalkerLPL FinancialGeneos Wealth Management$33502-16-2016
Sheila JamisonVoya Financial AdvisorsInvestors Capital$7902-16-2016
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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.