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
Jonathan Schlackman, Alan Weintraub, Joshua ZamatWells Fargo AdvisorsMorgan Stanley Wealth Management$70008-26-2015
Jerod Wurm, Casey FryeWells Fargo Advisors Financial NetworkMorgan Stanley Wealth Management$19208-25-2015
Jeffrey R. LaguschHightower AdvisorsMorgan Stanley Wealth Management$10008-21-2015
Michael Carr, Kirk Ruth, Jeff Hogue, Jeff RizzoUBS Financial ServicesBank of America Merrill Lynch$87008-20-2015
T. Kevin Taylor, S. Kyle TaylorCommonwealth Financial NetworkNFP Advisor Services Group$17508-20-2015
Eric Kaehr, Paul S. RashidSAGE Private Wealth GroupNorthern Trust$25008-19-2015
Daniela Pedley, Lauren CosulichDynasty Financial PartnersBarclays$50008-18-2015
Bijan Mohseni, David TownsendRaymond JamesAxa Advisors$15008-17-2015
Alli McCartney, Miguel Hennessy, David Wardrop, Jordan MahaffeyUBS Financial ServicesJPMorgan Chase & Co.$5,00008-16-2015
William Goettert, John EntenbergMorgan Stanley Wealth ManagementCitigroup$1,00008-14-2015
Keith E. SingerInvestacorpKovack Securities$12008-12-2015
Glenn Arthurs, Chris Malof, Jay Blair, Wyatt ArthursUBS Financial ServicesMorgan Stanley Wealth Management$2,00008-10-2015
Jane Drew, Katherine DrewWells Fargo AdvisorsBank of America Merrill Lynch$27808-07-2015
Timothy Pester Wells Fargo AdvisorsKey Private Bank$10008-07-2015
Greg LevengoodVoya Financial AdvisorsLPL Financial$5008-07-2015
Peter OldridVoya Financial AdvisorsInvestors Capital$8008-07-2015
Gavin Gleason, Andrea Gleason, Sakya Schuler, Diane JohnsRaymond JamesHilliard Lyons$15008-07-2015
Hyeon Kang, Larry Dime, Hung TranBank of America Merrill LynchMorgan Stanley Wealth Management$24808-07-2015
Ronnie Rushing, Bradley ScottLPL FinancialSouthwest Securities$14508-05-2015
Timothy ForsmanLPL FinancialJHS Capital Advisors$15008-05-2015
John CrookProspera Financial ServicesRaymond James$8508-05-2015
Paul C. TannerLas Olas Capital AdvisorsUBS Financial Services$40008-05-2015
Donald HeitzLPL FinancialFirst Command Financial$9008-04-2015
Joel PalatnikLPL FinancialRaymond James$16508-03-2015
Louis GreifMorgan Stanley Wealth ManagementBarclays$008-03-2015
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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.