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.


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Kenneth IbbetsonWells Fargo AdvisorsMorgan Stanley Wealth Management$10708-19-2016
Laurisa Anderson, Steven RemchukWells Fargo AdvisorsJPMorgan Chase & Co.$70008-19-2016
Samuel NunezBolton Global CapitalBank of America Merrill Lynch$12508-19-2016
Vivian Lin, Han LinMorgan Stanley Wealth ManagementBank of America Merrill Lynch$25008-18-2016
Steven Goldman, Lynn Fryckberg, Douglas Pires, Lulu Xu, Jordan CotterUBS Financial ServicesMorgan Stanley Wealth Management$37808-17-2016
Thomas Foley, Keith HierHightower AdvisorsMorgan Stanley Wealth Management$50008-15-2016
Donald McCullough, John McCullough, William SparksRaymond JamesWells Fargo Advisors$22008-12-2016
Thomas MaysRaymond JamesBank of America Merrill Lynch$10508-07-2016
Marc AlportWells Fargo AdvisorsMorgan Stanley Wealth Management$6508-05-2016
Harry Lewkowitz, Jeggrey GersenBank of America Merrill LynchUBS Financial Services$50008-04-2016
Jeffrey SchoenfeldBank of America Merrill LynchUBS Financial Services$25008-04-2016
David Morris, Matthew WaldmanStifel Nicolaus & Co.UBS Financial Services$15008-04-2016
Ronald ButlerRaymond JamesCetera$40608-02-2016
John PrattiCommonwealth FinancialMSI Financial Services$23008-01-2016
Daniel Head, Brian Dickey, Steven Witt, Barbara MillionTriad AdvisorsWells Fargo Advisors$19007-29-2016
James H. HardingHilltop SecuritiesMorgan Stanley Wealth Management$13007-29-2016
Wesley Lentz, Clinton VanLinder, Robert Amberg, Robert CampbellKestra FinancialTransamerica Financial Advisors$1,00007-29-2016
Chad Keim, Vince Little, Brian OswaldRaymond JamesLPL Financial$30007-28-2016
Mark Southwell, Bill Martin, Sam DicksonRaymond JamesMorgan Stanley Wealth Management$18007-26-2016
Robert Duncan, Bradley Newman, Zachary BrevermanWells Fargo AdvisorsBank of America Merrill Lynch$40007-26-2016
David FleisherAxa AdvisorsMetLife Premier Client Group$90007-25-2016
Paul Neuner, Kevin McFarland, Dominic Repetti, Neelab Naibkhyl, Timothy Cronin, Damon DeLillo, Michael RozovicsRaymond JamesWells Fargo Advisors$7,00007-25-2016
Habib H. Yousefzadeh Bank of America Merrill LynchMorgan Stanley Wealth Management$11007-22-2016
Frank Urban, David HansonRaymond JamesMorgan Stanley Wealth Management$12507-21-2016
J. Shawn Gentle Raymond JamesWells Fargo Advisors$17507-20-2016
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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.