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
William Campbell, Patrick J. Courtright, Eltiena Campbell, Christine RobertsonRaymond JamesMorgan Stanley Wealth Management$36009-19-2016
Samuel RodriguezLPL Financial J.P. Morgan Securities LLC$6609-16-2016
Henrique Pinheiro, Diogo ScelzaBolton Global CapitalWells Fargo Advisors$18509-16-2016
Larry Natale, Mark Johnson & Dino JohnsonSteward Partners Global AdvisoryWells Fargo Advisors$16009-16-2016
Dave WoolfordSnowden Lane PartnersJ.P. Morgan Securities LLC$35009-16-2016
Akira KidoBank of America Merrill LynchMorgan Stanley Wealth Management$16009-16-2016
Thomas Schmidt, Bradley SchmidtStifel Nicolaus & Co.Wells Fargo Advisors$14009-15-2016
Dieter RamaekersRaymond JamesMorgan Stanley Wealth Management$13209-14-2016
Christine PaulLPL Financial J.P. Morgan Securities LLC$9809-13-2016
Kim Campbell, Doris SilvaLPL Financial Wells Fargo Advisors$6609-13-2016
Charles MillerWells Fargo AdvisorsMorgan Stanley Wealth Management$16009-13-2016
Elizabeth van Walleghem, Thomas ButlerMAXIMAI Investment PartnersBank of America Merrill Lynch$55009-13-2016
Clifford Coury, Mark PyperWells Fargo AdvisorsMorgan Stanley Wealth Management$34309-13-2016
Tom Kirk, Margaret Dechant, Andrew Mies, Bryan Green, Steve Bahm, Pam Smith, Sarah Hampton6 MeridianMorgan Stanley Wealth Management$2,20009-12-2016
Dana JohnstonLPL Financial Ameriprise Financial$11309-09-2016
Robert Ellis, William EllisAmeriprise FinancialCommonwealth Financial$17009-07-2016
Brian Latz, John Cicillini, Kenneth Cariota Wells Fargo AdvisorsMorgan Stanley Wealth Management$42709-06-2016
Joseph Long, Brian SchneiweissStifel Nicolaus & Co.Bank of America Merrill Lynch$50009-06-2016
Richard DunaganAmeriprise FinancialWells Fargo Advisors$7309-02-2016
Matthew NeelyAmeriprise FinancialWells Fargo Advisors$7809-02-2016
Jay TaylorLPL Financial Ameriprise Financial$6009-02-2016
Michael RogersLPL Financial Fifth Third Securities$5409-02-2016
Steven SwansonLPL Financial J.P. Morgan Securities LLC$23709-02-2016
Mark MahaneyLPL Financial Wells Fargo Advisors$5009-02-2016
Shawn VanceLPL Financial J.P. Morgan Securities LLC$20009-01-2016
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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.