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
William Troy Neat, Jason Redpath, Steven SpaethMorgan Stanley Wealth ManagementBank of America Merrill Lynch$60201-20-2017
Larry Rothenberg, Shaun Van Vliet, David FarberFirst Republic SecuritiesBank of America Merrill Lynch$1,30001-20-2017
Brandon HaaseRaymond JamesRBC Wealth Management$9801-20-2017
Alexandra KochRaymond JamesMorgan Stanley Wealth Management$9801-20-2017
Uwe Schweikert, Doug Weaver, Doug Wheeler, Tom Storrie, Calvin Brown, Phil WinsteadCommonwealth FinancialAmeriprise Financial$28501-20-2017
Ira Friedman, Andrew SallisMorgan Stanley Wealth ManagementBank of America Merrill Lynch$36001-20-2017
Ron CarsonCeteraLPL Financial $2,60001-19-2017
Stephen LuzKestra FinancialJ.P. Morgan Securities LLC$13001-19-2017
Chad CollinsKestra FinancialWells Fargo Advisors$11001-19-2017
Steven Culbert, Mark SmithRBC Wealth ManagementBank of America Merrill Lynch$14501-18-2017
James Perry Jr.Raymond JamesHilliard Lyons$10001-18-2017
Hank HollandFirst Republic SecuritiesBank of America Merrill Lynch$50001-17-2017
Greg LunakRBC Wealth ManagementBank of America Merrill Lynch$16401-17-2017
Michael SkowfoeHightower AdvisorsWells Fargo Advisors$1,00001-17-2017
Jason DudumKestra FinancialSignator Investors$14001-17-2017
Margo ClarkeAmeriprise FinancialBank of America Merrill Lynch$24501-13-2017
Debrah OelkeAmeriprise FinancialUBS Financial Services$11901-13-2017
Debrah OelkeAmeriprise FinancialUBS Financial Services$11901-13-2017
Margo ClarkeAmeriprise FinancialBank of America Merrill Lynch$24501-13-2017
Adam SchurBank of America Merrill LynchMorgan Stanley Wealth Management$85001-13-2017
Rocky MillsGolden State Wealth ManagementMorgan Stanley Wealth Management$8001-13-2017
Brad WeinmanMorgan Stanley Wealth ManagementBank of America Merrill Lynch$24001-13-2017
Suzanne LaTourRaymond JamesBank of America Merrill Lynch$10001-13-2017
Hank HollandFirst Republic SecuritiesBank of America Merrill Lynch$50001-13-2017
Jeff PeiflyRBC Wealth ManagementMorgan Stanley Wealth Management$7301-13-2017
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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.