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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
Andrew Jacobson, Shawn Hare, Gregory HoelzelWells Fargo AdvisorsMorgan Stanley Wealth Management$18511-26-2013
Roger Shaffer, Rhonda Lamb, Perry NeumanHightower AdvisorsSuntrust Investment Services$30011-26-2013
W.F. Sanders Jr., J. Wesley Clayton, Henry (Moss) E. Crosby Jr., Michael P. AhearnHightower AdvisorsMorgan Stanley Wealth Management$50011-26-2013
Drew GrifoCapital Investment Co.Coventry Financial$011-26-2013
Allen R. Burton (Ryan)Capital Investment Co.Wells Fargo Advisors$3511-26-2013
Joseph F. BeamCapital Investment Co.Suntrust Investment Services$3811-26-2013
Laurie C. KamhiHightower AdvisorsBank of America Merrill Lynch$32011-26-2013
Richard B. Swift, Jeff A. DakinRaymond JamesMorgan Stanley Wealth Management$93411-20-2013
Charles Andriole, Geoffrey G. Gregory, Matthew J. MontanaHightower AdvisorsBank of America Merrill Lynch$70011-20-2013
Nancy J. Eshmont, Jeffrey N. Weiner, Brian H. RubinBenjamin F. Edwards & Co.Wells Fargo Advisors$011-20-2013
Arthur W. Bartholomew IIIUBS Financial ServicesMorgan Stanley Wealth Management$20011-18-2013
Peter J. KleinHightower AdvisorsUBS Financial Services$21011-15-2013
Denis M. O'BrienRaymond JamesMorgan Stanley Wealth Management$5511-15-2013
Scott PyleProspera Financial ServicesRaymond James$10011-15-2013
Kendall CottenBank of America Merrill LynchGoldman Sachs$32511-13-2013
Jonathan R. BlauDynasty Financial PartnersUBS Financial Services$90011-12-2013
Patrick Buchanan, Dominic Nori, Adam GoldsteinRaymond JamesLPL Financial$31011-12-2013
Douglas P. VelnoskeyJanney Montgomery ScottMorgan Stanley Wealth Management$19011-12-2013
John Goles, Steven DeBoyJanney Montgomery ScottRBC Wealth Management$17511-12-2013
Hal A. Lambert, Jeffrey D. WildinDynasty Financial PartnersCredit Suisse Wealth Services$1,00011-12-2013
M. Scott HarriesUBS Financial ServicesBank of America Merrill Lynch$50011-08-2013
David MandelUBS Financial ServicesBank of America Merrill Lynch$17511-08-2013
Christopher S. Gaal, Jeffrey C. HamiltonUBS Financial ServicesBank of America Merrill Lynch$57511-08-2013
James E. Chiate, Anthony D. GuinaneUBS Financial ServicesBank of America Merrill Lynch$50011-08-2013
James B. Axelson, Barry F. PorterUBS Financial ServicesBank of America Merrill Lynch$55011-08-2013
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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.