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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
Jerome WallInvestacorpLincoln Financial$5007-28-2014
K. Randall AlstonNPB Financial GroupFoothill Securities$6007-28-2014
Christopher Fluehr, Jason Mamalis Raymond JamesWells Fargo Advisors$20007-18-2014
Gary Vescio, Brandon LevineRaymond JamesUBS Financial Services$10007-18-2014
John PoultonAmeriprise FinancialMorgan Stanley Wealth Management$12507-18-2014
Christopher KnustAmeriprise FinancialMorgan Stanley Wealth Management$14707-18-2014
Don P. Ferguson, Jr.Capital Investment Co.ING Financial Partners$15507-17-2014
Robert LabriolaBank of America Merrill LynchMorgan Stanley Wealth Management$20007-17-2014
Julie HuppHighPoint Planning PartnersWaddell and Reed$5807-17-2014
Dan E. Wagner, Jr.Triad AdvisorsThe Investment Center$26007-11-2014
Dante NeyraMorgan Stanley Wealth ManagementBank of America Merrill Lynch$007-10-2014
Brian PurcellMorgan Stanley Wealth ManagementBank of America Merrill Lynch$11507-10-2014
Richard Duffy, Russell KwokMorgan Stanley Wealth ManagementJ.P. Morgan Securities LLC$007-10-2014
Linda GoodsonMorgan Stanley Wealth ManagementWells Fargo Advisors$11007-10-2014
Brian KasalFourStar Wealth Advisors, LLCMorgan Stanley$17507-09-2014
Rob WigginsWells Fargo AdvisorsFirst Citizens Investor Services$10007-09-2014
Chris Carbone, Bill BrucatoWells Fargo AdvisorsRBC Wealth Management$16007-09-2014
Mark PignottiWells Fargo AdvisorsUBS Financial Services$31707-09-2014
Thomas TeagleWells Fargo AdvisorsBB&T Securities$15507-09-2014
Timothy Colvin, Jeffery Bedford, Gregory TaylorWells Fargo AdvisorsUBS Financial Services$32607-09-2014
F. William Van Kirk Jr., F. William Van Kirk IIIStratos Wealth PartnersStifel Nicolaus & Co.$10807-08-2014
Henry HauserRaymond JamesUBS Financial Services$60007-08-2014
Kenneth Mathieson, Erik MathiesonSteward Partners Global AdvisoryMorgan Stanley Wealth Management$31507-08-2014
Bill Gear, Ben BuchananWells Fargo AdvisorsBank of America Merrill Lynch$16007-08-2014
Robert Gardner III, Robert HigleyWells Fargo AdvisorsUBS Financial Services$30007-02-2014
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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.