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
Jim MurrayWells Fargo AdvisorsU.S. Trust Bank of America Private Wealth Management$66303-18-2016
Paul Rand, Joel Rand, Sarah MinakaryHightower AdvisorsMorgan Stanley Wealth Management$20003-18-2016
Derek Majkowski, George ShirleySteward Partners Global AdvisoryWells Fargo Advisors$21003-16-2016
Richard NakawataseLPL FinancialFirst Allied Securities$5003-14-2016
Matt Otto, Karen RivotHightower AdvisorsSuntrust Investment Services$32003-14-2016
Ken Moran, Richard TartariniVoya Financial AdvisorsLPL Financial$10003-14-2016
Gregory Weggeman, R. Peter Dales, Theodore Baszler, Jennifer ButtramRaymond JamesWells Fargo Advisors$22503-14-2016
Kevin MerlingLPL FinancialFidelity$15003-11-2016
Christopher HutsonLPL FinancialNorthern Trust$12503-08-2016
Jason DiazGolden State Wealth ManagementWells Fargo Advisors$6003-07-2016
Elizabeth SkillmanLPL FinancialTD Wealth Management Services$45303-04-2016
Eric BeileySteward Partners Global AdvisoryMorgan Stanley Wealth Management$57003-04-2016
David S. Loeb Jr., Edward (Ted) Fernberger Jr., Jim Fernberger, Alex Fernberger, Donna Dembeck, Jean SchneiderRaymond JamesBank of America Merrill Lynch$1,30003-01-2016
Jason Holyszko, David Snider, Russell Wittkopp, Tammy MentelWells Fargo AdvisorsBank of America Merrill Lynch$16502-25-2016
Ron Medaris, Chris GerrishWells Fargo AdvisorsUBS Financial Services$002-25-2016
John McCauleyWells Fargo AdvisorsDeutsche Bank$002-25-2016
Larry Goeas, Leo GoeasRaymond JamesStifel Nicolaus & Co.$1,00002-25-2016
John Dix, Karee SampsonU.S. Capital AdvisorsWells Fargo Advisors$002-23-2016
Joseph Klein, Stephen Hines, Doug MastersonU.S. Capital AdvisorsAmegy Bank$1,00002-23-2016
Brian J. ThomasNorthern TrustJPMorgan Chase & Co.$002-22-2016
Edwin BlanchardLPL FinancialMorgan Stanley Wealth Management$6002-19-2016
Robert BlanchardLPL FinancialMorgan Stanley Wealth Management$9602-19-2016
Michael SchipperRBC Wealth ManagementRaymond James$002-19-2016
Noel Culberson, Kristy TochiharaWells Fargo AdvisorsMorgan Stanley Wealth Management$18602-18-2016
Shahab MoradianWells Fargo AdvisorsMorgan Stanley Wealth Management$5002-18-2016
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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.