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
David WaddellFocus Financial PartnersWaddell and Associates$004-11-2016
John B. Campanello, Peggy CappellettiBank of America Merrill LynchUBS Financial Services$004-04-2016
Nathan Kubik, David Kubik, Craig CarnickFocus Financial PartnersCarnick & Kubik$004-01-2016
Ron Medaris, Chris GerrishWells Fargo AdvisorsUBS Financial Services$002-25-2016
John McCauleyWells Fargo AdvisorsDeutsche Bank$002-25-2016
John Dix, Karee SampsonU.S. Capital AdvisorsWells Fargo Advisors$002-23-2016
Brian J. ThomasNorthern TrustJPMorgan Chase & Co.$002-22-2016
Michael SchipperRBC Wealth ManagementRaymond James$002-19-2016
Bridget Weatherly, Tom McCormick, Philip Pela, Hal Kaigler Benjamin F. Edwards & Co.Wells Fargo Advisors$002-17-2016
Angela WolfeBenjamin F. Edwards & Co.Edward Jones$002-17-2016
Howell TaylorBenjamin F. Edwards & Co.Wells Fargo Advisors$002-17-2016
Mary Schulte, Thomas Cleland, Randy Sidio, Maurice MathyBenjamin F. Edwards & Co.Morgan Stanley Wealth Management$002-17-2016
Rick FabyBenjamin F. Edwards & Co.Ameriprise Financial$002-17-2016
Christopher Coulter, Bill FerryBenjamin F. Edwards & Co.Oppenheimer$002-17-2016
David Atallah, Mike CassaMorgan Stanley Wealth ManagementCredit Suisse Wealth Services$002-15-2016
Isaac KimGolden State Wealth ManagementMorgan Stanley Wealth Management$002-06-2016
Scott Edwards, George Kursar, Michael OcchiutoRBC Wealth ManagementJefferies$002-02-2016
Mark FlintBeacon Pointe Wealth AdvisorsBrandes Investment Partners$001-22-2016
Vincent Kubilus, Brian Thornton, Mark ZakoskiLPL FinancialInfinex$001-04-2016
Raymond SaravitzLPL FinancialCommonwealth Financial Network$001-04-2016
Larry Cummings, Clifford Wang RBC Wealth ManagementBarclays$010-15-2015
Deborah Briskin, Chris Underhill, Brian BelakBank of America Merrill LynchUBS Financial Services$010-15-2015
David Sterling Bank of America Merrill LynchCredit Suisse Wealth Services$009-17-2015
Brad Nettune, Trey Whipple Bank of America Merrill LynchMorgan Stanley Wealth Management$009-04-2015
Louis GreifMorgan Stanley Wealth ManagementBarclays$008-03-2015
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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.