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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
Randall Renneisen, Robert FischerJanney Montgomery ScottMorgan Stanley Wealth Management$19507-03-2013
Marty O'ConnorStifel Nicolaus & Co.Wells Fargo Advisors$18007-02-2013
Bruce I. GouldStifel Nicolaus & Co.Morgan Stanley Wealth Management$37407-02-2013
Diana Freeburg, Daniel Hornblower, Paul DeRocheUBS Financial ServicesBank of America Merrill Lynch$27007-02-2013
William R. JohnstonInvestacorpWells Fargo Advisors$5006-28-2013
Thomas J. Addessi, Michael A. RossoBenjamin F. Edwards & Co.Wells Fargo Advisors$006-28-2013
Jeffrey D. Hoover, Patti O'MalleyBenjamin F. Edwards & Co.Wells Fargo Advisors$006-28-2013
Shannon J. Case, Mark J. SlatterySecurities AmericaSII Investments$13006-21-2013
Claire C. FriedrichsRaymond JamesBank of America Merrill Lynch$8006-19-2013
Alfred J. Derenzis, Scott D. FordJanney Montgomery ScottMorgan Stanley Wealth Management$15906-18-2013
Fred Baerenz, James Ortlip, David SweatKalos CapitalCetera$15006-17-2013
Leigh B. HurdCrestwood AdvisorsU.S. Trust Bank of America Private Wealth Management$20006-17-2013
Scott A. Schuster, Paul L. CasazzaRaymond JamesMorgan Stanley Wealth Management$24006-17-2013
Philip J. Weber Jr.Wells Fargo AdvisorsBank of America Merrill Lynch$12906-17-2013
Peter Vrooman, Jonathan SarverWells Fargo AdvisorsRBC Wealth Management$12506-17-2013
Brian A. StahlerWells Fargo AdvisorsMorgan Stanley Wealth Management$10806-17-2013
John B. Lyon, Jeannette M. DobbynWells Fargo AdvisorsMorgan Stanley Wealth Management$36006-17-2013
Anthony Bavedas Jr.Wells Fargo AdvisorsMorgan Stanley Wealth Management$10906-17-2013
Bruce T. McMillanWells Fargo AdvisorsBank of America Merrill Lynch$10506-17-2013
James A. HuntWells Fargo AdvisorsMorgan Stanley Wealth Management$18106-17-2013
Wayne C. BestLaSalle St. SecuritiesMorgan Stanley Wealth Management$7506-14-2013
Cynthia Woodsmall JonesRaymond JamesMorgan Stanley Wealth Management$43506-12-2013
Theodore S. Coleman Sr., Theodore S. Coleman Jr. Morgan Stanley Wealth ManagementUBS Financial $16106-12-2013
Arthur A. LevineMorgan Stanley Wealth ManagementWells Fargo Advisors$006-12-2013
The Bishoff Financial GroupProspera Financial ServicesLPL Financial$13006-07-2013
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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.