Sponsored By

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
Frank Bagrier, Wes CoyleMorgan Stanley Smith BarneyUBS Financial Services$13505-02-2012
Terry TolbertAllen & Co. of FloridaBank of America Merrill Lynch$12105-01-2012
Mike Fink, Will Bach, Brad Drager, Emilie TheriotRaymond JamesMorgan Stanley Smith Barney$60005-01-2012
John DuguidRobert W. Baird & Co.Morgan Stanley Smith Barney$13504-27-2012
Douglas W. MabieRobert W. Baird & Co.William Blair & Co.$80004-25-2012
Gene Theobald, Otho Evans, Teresa CastilloRBC Wealth ManagementMorgan Stanley Smith Barney$33004-24-2012
Tim HudnallRBC Wealth ManagementMorgan Stanley Smith Barney$9004-24-2012
Steven CrabreeLPL FinancialBank of America Merrill Lynch$5004-21-2012
Scott Sides, Josh Smeltzer, Brock Hively, Thomas McCracken, Denise PotterRBC Wealth ManagementMorgan Stanley Smith Barney$33004-19-2012
Daniel Gilham, Daniel WoodsWells Fargo AdvisorsBank of America Merrill Lynch$11604-19-2012
James Gibbons, Stephen MarohlWells Fargo AdvisorsRBC Wealth Management$9204-19-2012
Jamie WaldrenWells Fargo AdvisorsMorgan Stanley Smith Barney$9604-19-2012
David ElfenbeinWells Fargo AdvisorsUBS Financial Services$8504-19-2012
Leonard Bernstein, Robyn Fain, Tim Ridley, William LinkWells Fargo AdvisorsMorgan Stanley Smith Barney$16804-19-2012
Dennis Coleman, Thomas DunleavyWells Fargo AdvisorsUBS Financial Services$23304-19-2012
John PetersonWells Fargo AdvisorsMorgan Stanley Smith Barney$9304-19-2012
Mark SetoWells Fargo AdvisorsBank of America Merrill Lynch$13704-19-2012
Wealth Advisors of Tampa BayLPL FinancialFlorida Investment Advisors$10004-18-2012
Robert Robbins, Colleen FarleyWells Fargo AdvisorsMorgan Stanley Smith Barney$18004-17-2012
Warren RockmacherInvestacorpChase Investment Services$6804-16-2012
Warren RockmacherInvestacorpChase Investment Services$6804-16-2012
Ellentuck Wealth Management GroupUBS Financial ServicesMorgan Stanley Smith Barney$34004-13-2012
The Pierce/Kyle GroupUBS Financial ServicesMorgan Stanley Smith Barney$23604-13-2012
Wright Ramage Wealth Management GroupUBS Financial ServicesMorgan Stanley Smith Barney$38004-13-2012
The RHY GroupRobert W. Baird & Co.Morgan Stanley Smith Barney$35004-11-2012
« Previous PageNext Page »

Showing 326 to 350 of 944 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15

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.