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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
Julie HuppHighPoint Planning PartnersWaddell and Reed$5807-17-2014
Dan E. Wagner, Jr.Triad AdvisorsThe Investment Center$26007-11-2014
Dante NeyraMorgan Stanley Wealth ManagementBank of America Merrill Lynch$007-10-2014
Brian PurcellMorgan Stanley Wealth ManagementBank of America Merrill Lynch$11507-10-2014
Richard Duffy, Russell KwokMorgan Stanley Wealth ManagementJ.P. Morgan Securities LLC$007-10-2014
Linda GoodsonMorgan Stanley Wealth ManagementWells Fargo Advisors$11007-10-2014
Brian KasalFourStar Wealth Advisors, LLCMorgan Stanley$17507-09-2014
Rob WigginsWells Fargo AdvisorsFirst Citizens Investor Services$10007-09-2014
Chris Carbone, Bill BrucatoWells Fargo AdvisorsRBC Wealth Management$16007-09-2014
Mark PignottiWells Fargo AdvisorsUBS Financial Services$31707-09-2014
Thomas TeagleWells Fargo AdvisorsBB&T Securities$15507-09-2014
Timothy Colvin, Jeffery Bedford, Gregory TaylorWells Fargo AdvisorsUBS Financial Services$32607-09-2014
F. William Van Kirk Jr., F. William Van Kirk IIIStratos Wealth PartnersStifel Nicolaus & Co.$10807-08-2014
Henry HauserRaymond JamesUBS Financial Services$60007-08-2014
Kenneth Mathieson, Erik MathiesonSteward Partners Global AdvisoryMorgan Stanley Wealth Management$31507-08-2014
Bill Gear, Ben BuchananWells Fargo AdvisorsBank of America Merrill Lynch$16007-08-2014
Robert Gardner III, Robert HigleyWells Fargo AdvisorsUBS Financial Services$30007-02-2014
Bobbie Meola, Kelly Riley, Tonette EcholsStratos Wealth PartnersWells Fargo Advisors$006-30-2014
Jason PayneVoya Financial Advisors PartnersWells Fargo Advisors$6706-30-2014
Justin T. Adams, Stephen R. AdamsRaymond JamesSterne Agee & Leach$20006-27-2014
James M. Pucci (Jim), Jason Pucci, James C. Pucci (Jamie) Raymond JamesStifel Nicolaus & Co.$20006-25-2014
Clint Weaver, Joe T. Bozarth IIIStifel Nicolaus & Co.UBS Financial Services$17006-25-2014
David CloggInvestacorpChapin Davis$5006-25-2014
Larry Copeland, Jim CopelandVoya Financial Advisors PartnersAmerican Portfolios$5506-25-2014
Richard "Dick" McGalliard, John McHale, Ryan Stewart, Robert ChaninStifel Nicolaus & Co.Raymond James$49006-20-2014
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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.