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
Alan LazzaraRaymond JamesWilliam Blair & Co.$28005-23-2016
Joseph Volz, William Hargrove, Anne NorrisWells Fargo AdvisorsBank of America Merrill Lynch$20505-23-2016
Larry Pohlen, Marc Terris, Michael Kasper, David Pohlen, Kathleen VaughanBank of America Merrill LynchMorgan Stanley Wealth Management$55505-23-2016
Jerry KoebelBerthel FisherLPL Financial$5005-23-2016
Andrew Zimmerman, Edward Nabhan, Alexander Nabhan, Megan Cooney, James McIntyre Bank of America Merrill LynchMorgan Stanley Wealth Management$1,20005-18-2016
Eric P. BurtonLPL FinancialMegent Financial$45005-17-2016
John P. KeeneyTriad AdvisorsKeeney Financial Group $35005-17-2016
Robert Phinney, Graham Goodwin,and Richard Byrd IIIRaymond JamesMorgan Stanley Wealth Management$33205-17-2016
Stanley KlimekLaSalle St. SecuritiesCapital Securities Investment Corporation$21005-16-2016
Joseph HubbellSnowden Lane PartnersBank of America Merrill Lynch$10005-13-2016
Tom W. O'Bryon IISteward Partners Global AdvisoryUBS Financial Services$10005-12-2016
Luisa EhrigLPL FinancialEdward Jones$10005-09-2016
Denver GilliandHightower AdvisorsBank of America Merrill Lynch$31505-08-2016
Matthew SchradyAmeriprise FinancialMorgan Stanley Wealth Management$11705-06-2016
Gray Jackson RBC Wealth ManagementMorgan Stanley Wealth Management$14005-06-2016
John Bailey360 Wealth ManagementLPL Financial$6105-04-2016
Salvatore Pitti, Matthew PittiWells Fargo AdvisorsMorgan Stanley Wealth Management$20005-03-2016
Bill AustinAmeriprise FinancialWells Fargo Advisors$10905-02-2016
John Pasacreta, Jordan Samelson, John Rotando, Nancy Meade, Sandra Kapfer Wells Fargo AdvisorsMorgan Stanley Wealth Management$24505-02-2016
William Browne, Marc Zupicich Wells Fargo AdvisorsMorgan Stanley Wealth Management$35005-02-2016
Edilberto Moreno, Soraya Batista-GarciaBolton Global CapitalBank of America Merrill Lynch$16005-02-2016
David BennetteProspera Financial ServicesWells Fargo Advisors$5005-01-2016
Jamie SutherlandAmeriprise FinancialWells Fargo Advisors$8004-29-2016
Michael GarofaloAmeriprise FinancialVoya Financial Advisors$7504-29-2016
Robert Gorman Wells Fargo AdvisorsBank of America Merrill Lynch$10004-29-2016
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Showing 1 to 25 of 2,189 entries

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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.