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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
John Azodi, Jim Linderer, Debbie RulonBerthel FisherBrokers International$7011-12-2014
David H. BryanSummit Brokerage ServicesAxa Advisors$5011-12-2014
Mike Reed, Zach Gates, Eli StraitWells Fargo AdvisorsJPMorgan Chase & Co.$97211-10-2014
Will DietzCommonwealth Financial NetworkRBC Wealth Management$6011-10-2014
Daniel P. Thompson, Matt Rittenhouse, Alyson FrantzRBC Wealth ManagementBank of America Merrill Lynch$10311-10-2014
Nadia A. DickinsonNFP Advisor Services GroupMorgan Stanley Wealth Management$10011-10-2014
Kevin D. LaurieDeutsche BankBarclays$011-10-2014
Richard A. Gibson, Jr.Stratos Wealth PartnersWells Fargo Advisors$12011-04-2014
Todd D. WatsonRBC Wealth ManagementWells Fargo Advisors$11611-04-2014
Clay Skurdal, Brent Lee, Brion NorbyLebenthal Wealth AdvisorsConcert Wealth Management; TruWealth Financial$011-04-2014
Marc G. LinskySummit Brokerage ServicesLincoln Financial$17011-04-2014
Charles A. SmithAmeriprise FinancialLPL Financial$16511-04-2014
Lance NelsonCommonwealth Financial NetworkLPL Financial$9210-30-2014
Robert PhelpsMorgan Stanley Wealth ManagementUBS Financial Services$9010-24-2014
Michael Zalkind, John WilliamsMorgan Stanley Wealth ManagementJPMorgan Chase & Co.$17510-24-2014
Thomas Forma, Kevin NicholsMorgan Stanley Wealth ManagementBank of America Merrill Lynch$30010-24-2014
Kanwar Singh, Rajeev Rathi, Steve ColemanBank of America Merrill LynchUBS Financial Services$50010-24-2014
James Fowkes, Ben PlataSteward Partners Global AdvisoryWells Fargo Advisors$20010-24-2014
Stephen S. Brown, James P. GoetzStifel Nicolaus & Co.Bank of America Merrill Lynch$2,50010-20-2014
Leonard SykesWaddell and ReedRBC Wealth Management$5510-17-2014
Brian ArmogidaWaddell and ReedEdward Jones$7810-17-2014
William MyersWaddell and ReedLPL Financial$5710-17-2014
James StambaughStifel Nicolaus & Co.Morgan Stanley Wealth Management$18010-17-2014
Deborah Sullivan, Christine SaittaRBC Wealth ManagementMorgan Stanley Wealth Management$21310-14-2014
Anthony ValenciaSecurities AmericaJPMorgan Chase & Co.$6010-14-2014
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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.