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
Matthew J. McDowellMorgan Stanley Wealth ManagementWells Fargo Advisors$5303-06-2015
Ronald Slevin, George Gladman, Jared Stone, Jeffrey TuckerBank of America Merrill LynchRBC Wealth Management$30003-06-2015
Barbara WoolhandlerRobert W. Baird & Co.Morgan Stanley Wealth Management$26003-06-2015
James CrossonVoya Financial AdvisorsInvestors Capital$16703-06-2015
Robert J. Debbs, Frederick J. Shapiro, Steven F. Colamarino, Albert David Hutzler IIIBank of America Merrill LynchUBS Financial Services$50003-05-2015
James GoetzGolden State Wealth ManagementJPMorgan Chase & Co.$5003-01-2015
Daniel K. SchwalaMorgan Stanley Wealth ManagementUBS Financial Services$26702-27-2015
Rebecca Gadus, Jeffrey Carroll, Tyson EubanksRobert W. Baird & Co.UBS Financial Services$002-27-2015
Michael Pettey, Reagan PetteyLPL FinancialNFP Advisor Services Group$42002-26-2015
Scott D. Schwartz, Andy Schwartz LPL FinancialNorthwestern Mutual $3,00002-25-2015
Charles Meyer, Elizabeth ThomasPlancorp1926 Investment Advisors$12002-24-2015
Scott Highmark, Larry ShiklesDynasty Financial PartnersMorgan Stanley Wealth Management$80002-20-2015
Jeffrey Kelley, Micah KelleyLPL FinancialAmeriprise Financial$10202-20-2015
Mike Schaefer, Michael Berges, Dustin McWhirter, Darien Fritts, Steven LundeenAmeriprise FinancialWaddell and Reed$15302-20-2015
Jeffrey Katz Wells Fargo AdvisorsMorgan Stanley Wealth Management$17402-20-2015
Thomas P. HughesRaymond JamesCetera$11002-18-2015
Dennis Long, Jerry HillLPL FinancialFirst Global Capital$13502-17-2015
Terry Bethea, Larry AngstSecurities AmericaLPL Financial$10002-17-2015
Joe Vartanian, Sherwood GreerNFP Advisor Services GroupInvest Financial$32502-15-2015
Skip Riley, Michael LoweVoya Financial AdvisorsCabot Lodge Securities$5002-14-2015
Brian DuelferAmeriprise FinancialWells Fargo Advisors$9702-13-2015
Tyler BerryWunderlich SecuritiesMorgan Stanley Wealth Management$10702-13-2015
John P. Lipari, Richard P. Ribek, Elizabeth CarterRaymond JamesMorgan Stanley Wealth Management$25002-13-2015
Mark F. LeonardMorgan Stanley Wealth ManagementSuntrust Investment Services$43502-13-2015
Douglas W. Richards, Sheldon Ray Jr.Raymond JamesMorgan Stanley Wealth Management$15002-13-2015
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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.