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
Chad David, S.J. 'Jimbo' Robertson Jr., Chelsea SmithBank of America Merrill LynchUBS Financial Services$35006-18-2015
Eric MillerWells Fargo Advisors Financial NetworkUBS Financial Services$006-17-2015
James 'Eric' Maxwell, Kaitlyn 'Katy' RathRaymond JamesMorgan Stanley Wealth Management$7506-17-2015
Brandi HolmesLPL FinancialFidelity$27406-16-2015
Bryan MiseIndependent Advisor AllianceIntervest International Equities $006-12-2015
Elaine ElliottWells Fargo Advisors Financial NetworkBank of America Merrill Lynch$006-12-2015
Brian SalcettiWells Fargo Advisors Financial NetworkAxa Advisors$006-10-2015
Terrence J. Andrysiak, William H. Moeller, Jennifer Olsen, Dana Czmer, Adam Coselmon, Michael DrainvilleRaymond JamesMorgan Stanley Wealth Management$66506-10-2015
Doug Brandeen, David Brandeen, Jeff Link, Dean ShuplinkovWells Fargo Advisors Financial NetworkBank of America Merrill Lynch$55506-10-2015
Mark Congdon, Terry Muchler, Ken BlazickSecurities Service NetworkCadaret Grant$43006-09-2015
Dale WolfLPL FinancialSun Trust Securities$10406-08-2015
John GordyWaddell and ReedJPMorgan Chase & Co.$10206-08-2015
David Cohen, Fredrick Bennett, Jeffrey Haiken Stifel Nicolaus & Co.Janney Montgomery Scott$28506-08-2015
Jon SissonRaymond JamesWells Fargo Advisors$13506-05-2015
Timothy Aubin, Robert BrownLPL FinancialJPMorgan Chase & Co.$20706-05-2015
Alex Fritzsche, Jennifer EdgellRBC Wealth ManagementBank of America Merrill Lynch; LPL Financial$18506-03-2015
Jim Ronn, Don Phillips, Bobby PhillipsNFP Advisor Services GroupLPL Financial$15806-01-2015
David Holwadel, Jeffrey Thompson, Yvette BushRaymond JamesBank of America Merrill Lynch$40006-01-2015
William Albin, Sean Dobranich, Taina Gude, Pawel SzottWaddell and ReedMetLife Securities$8205-31-2015
Michael PalaceLPL FinancialWells Fargo Advisors$13005-29-2015
Phil EggersRaymond JamesLPL Financial$15005-29-2015
Daniel McCarthyRoyal Alliance National Planning$10105-29-2015
Charles Tumlin, Arthur Levin, Hall SumnerRaymond JamesWells Fargo Advisors$39005-29-2015
Raymond Daigle, Jr., Robert Comeaux, Jr., Walter BondCommonwealth Financial NetworkLPL Financial$35005-29-2015
Kurt KharoufRBC Wealth ManagementBank of America Merrill Lynch$11705-29-2015
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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.