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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
Jeff HuffWells Fargo AdvisorsMorgan Stanley Smith Barney$6506-05-2012
Steven BriggsMorgan Stanley Smith BarneyBank of America Merrill Lynch$20006-04-2012
William Schick, Paul DerrickMorgan Stanley Smith BarneyWells Fargo Advisors$006-04-2012
Thomas GrahamJanney Montgomery ScottMorgan Stanley Smith Barney$15006-01-2012
John T. Gilbert IIIHilliard LyonsScott & Stringfellow$14005-31-2012
Zelek, AssociatesInvestors CapitalLincoln Financial$3005-31-2012
David HilditchSecurities Service NetworkWoodbury Financial Services$6805-30-2012
Thomas KarstenTriad AdvisorsDeWaay Financial Network$005-30-2012
Jim HarrisMorgan Stanley Smith BarneyBank of America Merrill Lynch$40005-29-2012
The Lipset GroupLipset Wealth StrategiesBank of America Merrill Lynch$22505-25-2012
Patricia Glass, Walter VarianMorgan Stanley Smith BarneyCredit Suisse Wealth Services$005-21-2012
Richard Jenkin, Thomas FerranteMorgan Stanley Smith BarneyUBS Financial Services$21005-21-2012
Nicholas Boccella, Richard Defuccio, Lewis Rauter, Graham SmithWells Fargo AdvisorsMorgan Stanley Smith Barney$32205-21-2012
Joel Blount, Larry Keudell, Mike MorrisonWells Fargo AdvisorsMorgan Stanley Smith Barney$36805-21-2012
Don C. Reynolds IIRBC Wealth ManagementRaymond James$10005-17-2012
Darin LaubBarclays WealthMorgan Stanley Smith Barney$005-16-2012
Gannon McCafferyBarclays WealthDeutsche Bank$005-16-2012
Mark LeytonBarclays WealthDeutsche Bank$005-16-2012
Zach ShillingfordBarclays WealthDeutsche Bank$005-16-2012
John Nice, Brian Trujillo, Steven Ringquist, Bradley Trujillo, Michelle TerHarkRaymond JamesMorgan Stanley Smith Barney$22005-16-2012
Bryce BordwellWells Fargo AdvisorsCitigroup$10005-16-2012
Richard Edwards, Scott BellWells Fargo AdvisorsBank of America Merrill Lynch$40005-16-2012
Victor RodriguezWells Fargo AdvisorsCity National Securities$35005-16-2012
Thomas McDonaldWells Fargo AdvisorsFifth Third Securities$9905-15-2012
Andrew ArkfieldWells Fargo AdvisorsEdward Jones$10805-15-2012
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Showing 326 to 350 of 978 entries

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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.