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
Thomas MelohnUBS Financial ServicesMorgan Stanley Wealth Management$20009-29-2017
Elias Poe III, Elias Poe IVHarbor Investment AdvisoryMorgan Stanley Wealth Management$14509-29-2017
Joseph CaselleUBS Financial ServicesBank of America Merrill Lynch$25009-29-2017
David SafarianStifel Nicolaus & Co.Wells Fargo Advisors Financial Network$11609-29-2017
Jeffrey Lehrer, Karl SchmidtkeLPL FinancialNorthland Securities$7209-27-2017
Karl Schmidtke, Jeff LehrerIndependent Advisor AllianceNorthland Securities$7309-27-2017
Peter HeimermanIndependent Advisor AllianceWaddell and Reed$21009-26-2017
Robert BaileyLPL FinancialJPMorgan Chase & Co.$6109-25-2017
Fady C. MaghakJanney Montgomery ScottRaymond James$20009-22-2017
Erin Wynn Masters, Galin Wynn CristAmeriprise FinancialRaymond James$14109-22-2017
Curtis RobertsonSecurities AmericaAurora Securities$6009-22-2017
Bradford Clinard, Ronald ClinardLPL FinancialWells Fargo Advisors$12809-21-2017
Wayne Green, Theresa GreenRaymond JamesMorgan Stanley Wealth Management$17009-21-2017
Bill Paxton, Dave Hansen, Jack Flippin, Steve CrankCapTrust Financial AdvisorsDavidson & Garrard$70009-20-2017
Amandus 'Buz' FreyStifel Nicolaus & Co.Wells Fargo Advisors Financial Network$11809-20-2017
Miguel Monnichmeyer, Oscar GonzalezWells Fargo Advisors Financial NetworkHSBC Private Bank$80009-18-2017
Ken WilliamsRobert W. Baird & Co.Wells Fargo Advisors Financial Network$15009-18-2017
Thomas Marchal Robert W. Baird & Co.Morgan Stanley Wealth Management$17509-18-2017
Leonard Alsfeld, Leo Barros, Chris McLaughlin, Jannie MarkeyRaymond JamesFBT Investments$24009-18-2017
Scott McQuilken, Richard ReasonerArkadios CapitalBank of America Merrill Lynch$14009-15-2017
Jeff SmithJanney Montgomery ScottMorgan Stanley Wealth Management$10009-15-2017
William Wiseman, Parker WisemanAmeriprise FinancialMorgan Stanley Wealth Management$13309-14-2017
Scott BowmanWells Fargo Advisors Financial NetworkUBS Financial Services$7209-13-2017
Ian DietzLPL FinancialMorgan Stanley Wealth Management$7009-08-2017
Marguerite KircherJanney Montgomery ScottWellington Sheilds$11909-08-2017
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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.