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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
Greg Weimer, Jim Wilding, Kurt KimmichRaymond JamesWells Fargo Advisors Financial Network$70008-05-2015
Frank Coiro, Larry Glickstein, Brian FreyUBS Financial ServicesMorgan Stanley Wealth Management$40008-03-2015
Jason Hutton, Steven GottliebBank of America Merrill LynchBarclays$52008-03-2015
Jim Ertmann, Ben Foster Bank of America Merrill LynchBarclays$80007-29-2015
Bruce H. Daigle, Diane K. Fisher, Walter F. Wydo, Jr.Raymond JamesWells Fargo Advisors$27507-29-2015
John Yetman, Adam GoddardAmeriprise FinancialMorgan Stanley Wealth Management$9607-29-2015
Alex Bryer, Keith MayoSnowden Lane PartnersBank of America Merrill Lynch$24007-29-2015
Chris PlechyAmeriprise FinancialStifel Nicolaus & Co.$14107-29-2015
Jason DonethAmeriprise FinancialLPL Financial$14707-29-2015
David Dominici, Ray Nowak, Jacqueline ZapicchiAmeriprise FinancialSignator Investors$14107-29-2015
David MunozBank of America Merrill LynchUBS Financial Services$007-29-2015
Jon SissonRaymond JamesWells Fargo Advisors$13507-28-2015
Peter Kong, John ShawBank of America Merrill LynchBarclays$007-28-2015
Rhonda Chavez, Jake Carlson, Kevin Pitts, Michael Woods Stratos Wealth PartnersWells Fargo Advisors$16007-28-2015
Will Leven, Alora Anderson, Anthony Hoff, Ashlee KeglerBank of America Merrill LynchUBS Financial Services$1,30007-24-2015
Phil EggersRaymond JamesLPL Financial$15007-24-2015
Robert B. CordiakRBC Wealth ManagementJPMorgan Chase & Co.$16007-24-2015
Larry Pulliam, Jeff KerriganWells Fargo AdvisorsUBS Financial Services$16507-21-2015
Nick BorgfeldtWells Fargo AdvisorsMorgan Stanley Wealth Management$17607-21-2015
Timothy Aubin, Robert BrownLPL FinancialJPMorgan Chase & Co.$20707-21-2015
William Albin, Sean Dobranich, Taina Gude, Pawel SzottWaddell and ReedMetLife Securities$8207-17-2015
Michelle Murray Hightower AdvisorsUBS Financial Services$20007-17-2015
Mace Tamse, Chris GuarinoAmeriprise FinancialMorgan Stanley Wealth Management$16007-17-2015
Anthony Chevalier, Vance Whitby Bank of America Merrill LynchUBS Financial Services$19307-17-2015
Kerri Connellan, Jim PucciarelliMorgan Stanley Wealth ManagementBarclays$1,00007-17-2015
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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.