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
Greg LunakRBC Wealth ManagementBank of America Merrill Lynch$16401-17-2017
Michael SkowfoeHightower AdvisorsWells Fargo Advisors$1,00001-17-2017
Jason DudumKestra FinancialSignator Investors$14001-17-2017
Robert MillsLPL Financial Morgan Stanley Wealth Management$7401-13-2017
Margo ClarkeAmeriprise FinancialBank of America Merrill Lynch$24501-13-2017
Debrah OelkeAmeriprise FinancialUBS Financial Services$11901-13-2017
Debrah OelkeAmeriprise FinancialUBS Financial Services$11901-13-2017
Margo ClarkeAmeriprise FinancialBank of America Merrill Lynch$24501-13-2017
Adam SchurBank of America Merrill LynchMorgan Stanley Wealth Management$85001-13-2017
Rocky MillsGolden State Wealth ManagementMorgan Stanley Wealth Management$8001-13-2017
Brad WeinmanMorgan Stanley Wealth ManagementBank of America Merrill Lynch$24001-13-2017
Suzanne LaTourRaymond JamesBank of America Merrill Lynch$10001-13-2017
Hank HollandFirst Republic SecuritiesBank of America Merrill Lynch$50001-13-2017
Jeff PeiflyRBC Wealth ManagementMorgan Stanley Wealth Management$7301-13-2017
Jonathan HeacockLPL Financial Foresters Financial$5201-12-2017
Kevin SmithAmeriprise FinancialUBS Financial Services$7401-12-2017
Greg BowdenWells Fargo AdvisorsUBS Financial Services$5601-10-2017
Jerry NigroDynasty Financial PartnersRobertson Stephens$30001-06-2017
Rich Lowrie, Wayne Carney, Bryan BlackburnMcDonald PartnersWells Fargo Advisors$25001-06-2017
Roger Berry, Felix Erbring, Ted GrayBank of America Merrill LynchUBS Financial Services$46601-06-2017
Mark Wickard, Regina Wickard, Kevin Lynch, Tobias TimmOppenheimerCantor Fitzgerald Wealth Partners$1,00001-06-2017
Michael Garden, Alexandra Kurth, Craig Kurth, Herman Lall, Jared Reynolds, Christopher Wade, Carroll Wilkerson, Ryan Wilkerson LPL Financial Waddell and Reed$43001-05-2017
Sima AlefiLPL Financial Wells Fargo Advisors$5001-05-2017
Jeremy KientzWells Fargo AdvisorsEdward Jones$5601-05-2017
Scott PilchardLPL Financial Manning & Napier Investor Services$7701-04-2017
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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.