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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.


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Lynn Davis, Russell Baker, Chelsea Magby, Karen Martin, Rick PattersonRaymond JamesLPL Financial$003-16-2015
Rebecca Gadus, Jeffrey Carroll, Tyson EubanksRobert W. Baird & Co.UBS Financial Services$003-10-2015
Michael R. Hostick, II, Michael D. CharlesRaymond JamesOppenheimer$001-28-2015
Chad A. Tom, Wayne WycoffStratos Wealth PartnersHuntington Investments$001-22-2015
William D. BurkeLebenthal Wealth AdvisorsMorgan Stanley Wealth Management$001-22-2015
Daniel HonanJanney Montgomery ScottBank of America Merrill Lynch$001-06-2015
Margaret M. TowleBank of America Merrill LynchHightower Advisors$012-19-2014
Brian M. GedoniusHighPoint Planning PartnersMorgan Stanley Wealth Management$012-15-2014
Brian Pierson, Stephen Aucamp, Samantha Dean, Brad LackeyPresidio Capital AdvisorsCity National Securities$012-08-2014
Stewart OldfieldDeutsche BankCredit Suisse Wealth Services$011-12-2014
Charles WalkerDeutsche BankCitigroup$011-12-2014
Heather KirbyDeutsche BankCitigroup$011-12-2014
Kevin D. LaurieDeutsche BankBarclays$011-10-2014
Clay Skurdal, Brent Lee, Brion NorbyLebenthal Wealth AdvisorsConcert Wealth Management; TruWealth Financial$011-04-2014
Tad SingerSmith Hayes Cos.Carson Wealth Management Group$010-03-2014
Steven WilburSmith Hayes Cos.Carson Wealth Management Group$010-03-2014
Phil McBrideAllen Capital GroupCarson Wealth Management Group$010-03-2014
Thomas A. ParksAnnex Wealth ManagementMML Investors Services$009-30-2014
Joseph P. MontanaCCR Wealth ManagementAlliance Benefit Group$009-16-2014
Thomas A. MartinGLOBALT InvestmentsGenSpring Family Offices$009-16-2014
David StarkerJ.P. Morgan Securities LLCCredit Suisse Wealth Services$009-11-2014
Matthew Kutcher, Bryan DeFrancesJ.P. Morgan Securities LLCCredit Suisse Wealth Services$009-11-2014
Roy Apple, Anthony Rizzo, Jeremy Schneider, Kevin Gai J.P. Morgan Securities LLCDeutsche Bank$009-11-2014
John DelehantyJ.P. Morgan Securities LLCCredit Suisse Wealth Services$009-11-2014
Evan Schottenstein J.P. Morgan Securities LLCMorgan Stanley Wealth Management$009-11-2014
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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.