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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.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Douglas B. May, Barbara Traylor SmithAvant-Garde AdvisorsMay-Investments Management$6811-01-2013
Mark Binder, Craig Chiate, Glenn Oratz, Scott BrownUBS Financial ServicesBank of America Merrill Lynch$3,10010-31-2013
Joseph E. Opsahl, Christopher A. HatfieldTRUE Private Wealth AdvisorsBank of America Merrill Lynch$010-30-2013
Matthew J. Sotland, Donald J. BorowiakWells Fargo AdvisorsUBS Financial Services$12910-30-2013
Craig FrenchWBI InvestmentsLasair Capital$2,40010-29-2013
Mauricio CurreaWayne Hummer Investments Popular Community Bank$010-29-2013
Matthew G. Bishop, Ralph A. Brozzo, Dana L. GibbsBenjamin F. Edwards & Co.Wells Fargo Advisors$010-23-2013
Elyssa Kupferberg Barclays WealthMBSC Securities$010-23-2013
John Reinhold, Derek ReinholdUBS Financial ServicesMorgan Stanley Wealth Management$14410-23-2013
Robert P. SchneiderMorgan Stanley Wealth ManagementUBS Financial Services$33410-22-2013
Ted Bowling, Aaron BowlingMorgan Stanley Wealth ManagementEdward Jones$34410-22-2013
Mark P. FellowsBenjamin F. Edwards & Co.Wells Fargo Advisors$010-17-2013
Eric Zeitlin, Todd Moll, Lee Hediger, Scott MontgomeryRaymond JamesWalnut Street Securities$1,00010-17-2013
Brion HarrisSummit Brokerage ServicesCambridge Investment Research$22510-17-2013
Gary GrinbergPlatinum Wealth PartnersMorgan Stanley Wealth Management$10010-16-2013
Curtis Burns, Todd BlackburnPlatinum Wealth PartnersMorgan Stanley Wealth Management$12510-15-2013
Perry Bacon, Dan RacicotWells Fargo AdvisorsMorgan Stanley Wealth Management$10510-15-2013
Brian M. Reilly, David E. ReillyBenjamin F. Edwards & Co.Wells Fargo Advisors$010-15-2013
Philip S. Hammitt, Jonathan Resin RBC Wealth ManagementBank of America Merrill Lynch$50010-10-2013
Romaine A. Macomb, Theresa V. DonatelliLPL FinancialEssex Financial Services$80010-10-2013
Francesca ZavoltaMorgan Stanley Wealth ManagementBarclays Wealth$7410-09-2013
Fred Costantino Sr., Fred Costantino Jr., Michael CostantinoMorgan Stanley Wealth ManagementWells Fargo Advisors$12310-09-2013
Theresa E. ChacopulosMorgan Stanley Wealth ManagementWells Fargo Advisors$30210-09-2013
Nils ClarkRBC Wealth ManagementWells Fargo Advisors$10010-09-2013
Ira H. Mark, Michael BergerRBC Wealth ManagementMorgan Stanley Wealth Management$1,00010-09-2013
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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.