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
F. Michael Covey, Thomas Kane, Mark WiktorBank of America Merrill LynchUBS Financial Services$3,00006-02-2017
Gary Amaral UBS Financial ServicesBank of America Merrill Lynch$33005-08-2015
Joseph Gabriele, Paul Vasady-KovacsBank of America Merrill LynchUBS Financial Services$1,00006-02-2017
Ronald Perry, John Perry, Robin JohnsonWells Fargo AdvisorsMorgan Stanley Wealth Management$30009-11-2015
Aaron Dykas, Lisa SchafferBank of America Merrill LynchWells Fargo Advisors$18504-06-2017
Aaron WolsonAmeriprise FinancialWells Fargo Advisors$5202-17-2012
Abtin ZarrabiBank of America Merrill LynchMorgan Stanley Wealth Management$19208-09-2013
Adam GurienBank of America Merrill LynchWells Fargo Advisors$28308-23-2011
Adam HeckmanLPL Financial Fifth Third Securities$8401-27-2017
Adam LeapleyMorgan Stanley Wealth ManagementChase Investment Services$20501-28-2011
Adam N. PhillipsEP Wealth AdvisorsCity National Bank$70006-03-2014
Adam R. RosenzweigRBC Wealth ManagementMorgan Stanley Wealth Management$10008-01-2014
Adam SchurBank of America Merrill LynchMorgan Stanley Wealth Management$85001-13-2017
Adriane Lowe, Roy Moon, Anthony TurcotteLPL Financial MML Investors Services$15101-20-2017
Advantage Financial GroupLPL FinancialNational Planning$2,00008-02-2012
Agustin De Estrada, Manuel LecourBolton Global CapitalJPMorgan Chase & Co.$20004-05-2017
Ajay Desai, John Staab, Frank PellicoriUBS Financial ServicesMorgan Stanley Wealth Management$1,70011-08-2011
Ajay K. GuptaGupta Wealth ManagementUBS Financial Services$54010-07-2013
Akira KidoBank of America Merrill LynchMorgan Stanley Wealth Management$16009-16-2016
Al Maulini, Joseph ToranoMorgan Stanley Wealth ManagementHSBC Private Bank$12108-23-2013
Alan BlenderAmeriprise FinancialMorgan Stanley Wealth Management$19808-11-2017
Alan Glick and Charles GlickWells Fargo AdvisorsMorgan Stanley $24205-27-2014
Alan HarterPactolus Private Wealth ManagementMorgan Stanley Wealth Management$1,00002-10-2011
Alan J. Henry, Steven Jensen, Emily Zimmerman, Michael Ollmann, Deborah Helm, Sandra KarwoskiRaymond JamesWells Fargo Advisors$22511-06-2015
Alan J. SpilkerRaymond JamesBank of America Merrill Lynch$008-28-2013
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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.