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
Samuel NunezBolton Global CapitalBank of America Merrill Lynch$12508-19-2016
David DawsonLPL Financial VSR Financial Services$20008-18-2016
Kelley Donovan, Forrest RossLPL Financial VSR Financial Services$40008-18-2016
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
Brian ButlerLPL Financial J.P. Morgan Securities LLC$6908-16-2016
Philip MarchettiLPL Financial PNC Investments $25008-16-2016
Matthew GilmoreLPL Financial MML Investors Services$8008-15-2016
Lisa Allen, Mikiel FeatherstonCalton & AssociatesVSR Financial Services$8008-15-2016
Thomas Foley, Keith HierHightower AdvisorsMorgan Stanley Wealth Management$50008-15-2016
Charles KuhtzLPL Financial Edward Jones$7008-12-2016
Donald McCullough, John McCullough, William SparksRaymond JamesWells Fargo Advisors$22008-12-2016
James LeongLPL Financial Wells Fargo Advisors$11708-09-2016
Craig SeverinLPL Financial BBVA Securities$5008-08-2016
Barbara Trombley, Michael TrombleyLPL Financial Fifth Third Securities$5108-08-2016
Brancaccio William, Byrke SestokLPL Financial MetLife Securities$6008-08-2016
Thomas MaysRaymond JamesBank of America Merrill Lynch$10508-07-2016
Chris Albertson, Tyler SteeleLPL Financial BBVA Securities$15008-05-2016
Jeffrey Roodman, Christopher SmallLPL Financial J.P. Morgan Securities LLC$15508-05-2016
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
Nathaniel Running, Paul Burmeister, Mark Fischer, Tyler Hirth, Jonathan Rienstra, Charles TurnerLPL Financial Cetera$24808-02-2016
Ronald ButlerRaymond JamesCetera$40608-02-2016
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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.