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
Robert L. GormanRobert W. Baird & Co.Morgan Stanley Wealth Management$21005-21-2015
Bryan ForonjyLPL FinancialFidelity$17505-20-2015
Barbara J. Cummings, Robert H. Kjellman, Carl J. YoungWilliam Blair & Co.BP Wealth Management$005-18-2015
Jason DonethAmeriprise FinancialLPL Financial$14705-15-2015
David Dominici, Ray Nowak, Jacqueline ZapicchiAmeriprise FinancialSignator Investors$14105-15-2015
Randy ScritchfieldSecurities AmericaH. Beck, Inc.$11505-15-2015
James F. King, Jr., Tony KellyCommonwealth Financial NetworkLPL Financial$10805-15-2015
Ron Feltes, Ed Luebe, Jeff MillerLaSalle St. SecuritiesHeartland Investment Associates$52505-14-2015
John Mirsepahi Bank of America Merrill LynchMorgan Stanley Wealth Management$005-14-2015
Kayla T. Koeber, Lori J. BaumRaymond JamesBank of America Merrill Lynch$12005-13-2015
David B. NifongIndependent Advisor AllianceWells Fargo Advisors$10005-13-2015
Laurence M. Braunstein, Jordan BraunsteinJanney Montgomery ScottMorgan Stanley Wealth Management$005-13-2015
Bob Brandenberger, Billy BrandenbergerRBC Wealth ManagementSouthwest Securities$22505-11-2015
Gary Amaral UBS Financial ServicesBank of America Merrill Lynch$33005-08-2015
James 'Trey' Mahan III, Gregory S. Snider Raymond JamesJPMorgan Chase & Co.$14105-08-2015
Stephen Smith, Elizabeth Schrock Stifel Nicolaus & Co.Morgan Stanley Wealth Management$14705-07-2015
Alex Bryan, Ryan Bartley, Robert Torney Raymond JamesUBS Financial Services$30005-05-2015
Jeremy Strickler, Robin ErnstWells Fargo AdvisorsRaymond James$13905-04-2015
Robert Rinvelt, Roger DavidNFP Advisor Services GroupFSC Securities$18305-01-2015
Bruce H. Daigle, Diane K. Fisher, Walter F. Wydo, Jr.Raymond JamesWells Fargo Advisors$27505-01-2015
Bill WoodwardLPL FinancialWells Fargo Advisors$10005-01-2015
Mark McCormack, Gary Guglielmello, Eric Riggin, Anthony Lopopolo, Gary Holland, Aaron KohlVoya Financial AdvisorsAmeriprise Financial$32305-01-2015
Scott Upham, Odette Galli, John Duffy Dynasty Financial PartnersAmeriprise Financial; LPL Financial $42505-01-2015
Munther "Mike" Abdallah, Rick SofiakWells Fargo AdvisorsMorgan Stanley Wealth Management$10005-01-2015
Jimena HailsMorgan Stanley Wealth ManagementHSBC Private Bank$20005-01-2015
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Showing 351 to 375 of 2,134 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.