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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
Nick Salvetti, A.J. Salvetti IIIRaymond JamesBank of America Merrill Lynch$21003-19-2014
Martin LutschaunigJanney Montgomery ScottBank of America Merrill Lynch$25003-19-2014
James Elliott, Dana Wright, Gregory FrankosInvestacorpLPL Financial$6803-19-2014
Francis RocheRobert W. Baird & Co.RBC Wealth Management$003-18-2014
David Huffman, Aimee BoggsRaymond JamesMorgan Stanley Wealth Management$18003-18-2014
Thomas NolanWells Fargo AdvisorsMorgan Stanley Wealth Management$10003-18-2014
Mark PhillipsWells Fargo AdvisorsMorgan Stanley Wealth Management$12003-18-2014
Gary J. PareseWells Fargo AdvisorsMorgan Stanley Wealth Management$27003-18-2014
Barry D. MasciWells Fargo AdvisorsMorgan Stanley Wealth Management$9003-18-2014
Joanne Astle, Nick Astle, Mike Astle Raymond JamesBank of America Merrill Lynch$20003-12-2014
Luke Kuchenberg, Tyson RayRaymond JamesWells Fargo Advisors$22003-10-2014
John Lewis, Joe BartholomewBB&T SecuritiesMorgan Stanley Wealth Management$90003-10-2014
Jeffrey Schulte, James D. HilesCantor Fitzgerald Wealth PartnersMariner Wealth Advisors$003-10-2014
Charles F. FowlerAtlantic TrustAltegris Investments$003-10-2014
Gene Marx, Catherine HunterRaymond JamesUBS Financial Services$22703-10-2014
Peggy WhitmoreCapTrust Financial Advisors401(k) Advisors, Inc.$003-10-2014
Howard D. Richards, Jim GoodlandNFP Advisor Services GroupCambridge Investment Research$17503-06-2014
Kyle GearhartRaymond JamesBank of America Merrill Lynch$30003-06-2014
Paul C. Allen, David SchadelRaymond JamesWiley Bros.-Aintree Capital$20003-04-2014
David Christian, Jeffrey Krum, Brian HefeleDynasty Financial PartnersBank of America Merrill Lynch$70003-04-2014
James Wong, Matthew Barker, Justin Harris, Desiderio RodriquezMorgan Stanley Wealth ManagementWells Fargo Advisors$26403-03-2014
Daniel Tedesco, Dennis MaddenMorgan Stanley Wealth ManagementUBS Financial Services$16103-03-2014
Thomas Dedrick, Pam FranklinRaymond JamesBank of America Merrill Lynch$16202-27-2014
Kevin L. Baker, Dan SullivanJ.P. Morgan Securities LLCBernstein Global Wealth Management$002-27-2014
Darren Graff, Natalya MuravchikJ.P. Morgan Securities LLCBank of America Merrill Lynch$002-27-2014
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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.