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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
G. Carey RevelsWells Fargo AdvisorsMorgan Stanley Wealth Management$10804-23-2015
Steven M. PolkWells Fargo AdvisorsEdward Jones$10604-23-2015
Michael Blaustein, Maureen ClancyWells Fargo AdvisorsBarclays$65004-23-2015
James R. RubintonRBC Wealth ManagementUBS Financial Services$10604-22-2015
Dustin A. SmithRBC Wealth ManagementUBS Financial Services$18304-22-2015
Joe Vartanian, Sherwood GreerNFP Advisor Services GroupInvest Financial$32504-22-2015
Roland F. Smith, Joan SmithSummit Brokerage ServicesEagle Equities$5504-22-2015
Chris FlanaganProspera Financial ServicesCitigroup$10004-21-2015
John M. GregoryProspera Financial ServicesCitigroup$5004-21-2015
Peter Chapman, Michael Cardwell, Patrick Fazio, Juan E. PapadopulosRaymond JamesWells Fargo Advisors$17504-21-2015
Tyler BerryWunderlich SecuritiesMorgan Stanley Wealth Management$10704-21-2015
Brian Friday, Richard Bondi, Jr., Eric GregoryRBC Wealth ManagementMorgan Stanley Wealth Management$25804-21-2015
Frances Goldstein, Judy EigMorgan Stanley Wealth ManagementUBS Financial Services$15504-15-2015
David W. LewisMorgan Stanley Wealth ManagementBank of America Merrill Lynch$25004-15-2015
Todd R. LovellRaymond JamesMorgan Stanley Wealth Management$004-15-2015
Debra Dragich, Toni OndekRaymond JamesMorgan Stanley Wealth Management$21204-13-2015
Michael J. McHughRobert W. Baird & Co.Charles Schwab$35004-13-2015
J. Todd Pauliny, Michael StewartJanney Montgomery ScottRBC Wealth Management$004-13-2015
Malcolm ButlerFocus Financial PartnersThe Fiduciary Group$60004-06-2015
Jeffrey J. TompkinsBank of America Merrill LynchDeutsche Bank$16004-06-2015
Robert L. OmohundroCentaurus FinancialJ.P. Turner & Company$14004-06-2015
Jon StevensBank of America Merrill LynchJanney Montgomery Scott$10004-02-2015
Kyle Grossart, Joe McGann Stifel Nicolaus & Co.Southwest Securities$15104-02-2015
Marc LevyAmeriprise FinancialMetLife Securities$6204-02-2015
John RojasAmeriprise FinancialWells Fargo Advisors$7004-02-2015
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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.