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
Erin Lapidus, Jeff LapidusLPL Financial National Planning$14009-30-2016
Paul Benge, Sheldon BengeLPL Financial Wells Fargo Advisors$15509-30-2016
Paul Benge, Leslie Benge, Sheldon Benge360 Wealth ManagementWells Fargo Advisors$8509-30-2016
Alejandro Triana, Christopher Murrle, Carlos SaitcevskyWells Fargo AdvisorsCitigroup$60009-30-2016
Janice ReillyStifel Nicolaus & Co.RBC Wealth Management$9409-30-2016
Roger Ingwersen, Todd Ingwersen, Laurie Ingwersen The Harvest Group Wealth ManagementUBS Financial Services$30009-30-2016
Darren Lehrman, Brian Marzulli, Lucille CostaRBC Wealth ManagementStifel Nicolaus & Co.$30009-30-2016
Trevor BrightLPL Financial Fidelity$17709-29-2016
Eric DemarcusLPL Financial Wells Fargo Advisors$8509-29-2016
Rick Brown, Grant Brown360 Wealth ManagementLPL Financial$6009-29-2016
John WileyLPL Financial Edward Jones$7009-28-2016
Andrea Klipfel, Kevin KlipfelLPL Financial Wells Fargo Advisors$7509-28-2016
Brad Weinman Bank of America Merrill LynchMorgan Stanley Wealth Management$24009-26-2016
Michael Dechiario, Thomas Charmley, Thomas Soden, Dean Vetsikas, Stacy RobinsonWells Fargo AdvisorsMorgan Stanley Wealth Management$60009-26-2016
Gary Jameson Wells Fargo AdvisorsUBS Financial Services$8009-26-2016
Sam Rodriguez360 Wealth ManagementJ.P. Morgan Securities LLC$6609-26-2016
Eddie Carreno, Miguelina CorripioMorgan Stanley Wealth ManagementCitigroup$17509-23-2016
Michael Dadko Janney Montgomery ScottUBS Financial Services$11209-22-2016
Mark OuttenLPL Financial M&T Securities$7009-21-2016
Eric CownieWells Fargo AdvisorsBank of America Merrill Lynch$5009-21-2016
Sanjit Khara, James MarcusWells Fargo AdvisorsUBS Financial Services$17309-21-2016
Rajeev Dhillon, Joseph LeskoWells Fargo AdvisorsJ.P. Morgan Securities LLC$25309-21-2016
Vincent MartinoLPL Financial HSBC Private Bank$7009-19-2016
Earnest SmithLPL Financial USAAA Financial Advisors$6309-19-2016
Debra Riedel, Josh J. Miles, Michele CisarioRaymond JamesMorgan Stanley Wealth Management$32509-19-2016
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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.