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
Paul Neuner, Kevin McFarland, Dominic Repetti, Neelab Naibkhyl, Timothy Cronin, Damon DeLillo, Michael RozovicsRaymond JamesWells Fargo Advisors$7,00007-25-2016
Bryan Kupchik, Robert SchultzLPL Financial Ameriprise Financial$6807-22-2016
Jeffrey TalleyLPL Financial Private Client Services$10007-22-2016
Edward JonaitisLPL Financial VSR Financial Services$9707-22-2016
Matthew Brown, Michael BrownLPL Financial VSR Financial Services$35007-22-2016
Habib H. Yousefzadeh Bank of America Merrill LynchMorgan Stanley Wealth Management$11007-22-2016
George Ashford, Larry Awbrey, Peter Gregory, Charles TuttLPL Financial Cetera$23607-21-2016
Frank Urban, David HansonRaymond JamesMorgan Stanley Wealth Management$12507-21-2016
J. Shawn Gentle Raymond JamesWells Fargo Advisors$17507-20-2016
Keith BarberisSteward Partners Global AdvisoryUBS Financial Services$10007-20-2016
Jereme BriscoLPL Financial USAAA Financial Advisors$28007-18-2016
Joseph M. Coffey, Stephen E. BradyWells Fargo AdvisorsDeutsche Bank$23007-18-2016
Oscar GuevaraBolton Global CapitalBank of America Merrill Lynch$8007-18-2016
Sam DeGennaroSnowden Lane PartnersBank of America Merrill Lynch$18007-18-2016
Rodney SchurgLPL Financial Edward Jones$14007-15-2016
James J. O'BrienAmeriprise FinancialCetera$9207-15-2016
Joe CunninghamAmeriprise FinancialSagePoint Financial$7307-15-2016
Peter MeizelsJanney Montgomery ScottStifel Nicolaus & Co.$7207-15-2016
Melissa GrudinLPL Financial TIAA-CREF$5907-13-2016
Scott Ramo, Valerie RamoRBC Wealth ManagementRaymond James$30007-13-2016
William Haring, Bradley HaringRBC Wealth ManagementMorgan Stanley Wealth Management$12407-13-2016
Dewey D. Steffen, Michael P. Hartman, Carmela EastinRaymond JamesUBS Financial Services$15007-12-2016
Jeffrey Grandy, Sophia Bliablias-Grandy, Douglas Souvenir, Keoni Hudson-RasmussenRaymond JamesForesters Financial$24007-11-2016
Gary Budd, Derek Budd, Eric KieffnerCommonwealth FinancialMSI Financial Services$9507-08-2016
Lance DahmerWaddell and AssociatesFirst Allied Securities$10707-08-2016
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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.