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
Graciela Perez, Jorge PerezBolton Global CapitalBank of America Merrill Lynch$27011-10-2015
Ross Fox, Matthew Papazian, Marti Awad, Sarah KeysDynasty Financial PartnersBank of America Merrill Lynch$70011-10-2015
Daniel A. Roland, Jason B. Miyashita, Amber Leon Guerrero, Maree C. Pelkey, Tiffany C. WalshRaymond JamesMorgan Stanley Wealth Management$1,00011-10-2015
Elliot WeissmarkRaymond JamesWells Fargo Advisors$12511-09-2015
Buzz MintonAmeriprise FinancialLPL Financial$7211-06-2015
Scott HusnickAmeriprise FinancialRaymond James$14311-06-2015
Alan J. Henry, Steven Jensen, Emily Zimmerman, Michael Ollmann, Deborah Helm, Sandra KarwoskiRaymond JamesWells Fargo Advisors$22511-06-2015
Brian NetheryRobert W. Baird & Co.Stifel Nicolaus & Co.$14011-06-2015
Kim GiannoneRobert W. Baird & Co.Wells Fargo Advisors$10511-06-2015
Frederic WoloshinAmeriprise FinancialJanney Montgomery Scott$7111-05-2015
Nancy K. Leizman, Lisa KlimaRaymond JamesWells Fargo Advisors$19511-04-2015
Mark SternburgLPL FinancialPeople's Securities$8511-03-2015
Robert WithersLPL FinancialBank of America Merrill Lynch$6511-03-2015
Don Donnally, David GreenmanUBS Financial ServicesJPMorgan Chase & Co.$59011-03-2015
Mark C. HutchinsonUBS Financial ServicesCredit Suisse Wealth Services$20411-03-2015
Erin Cockman, Angie Hall, Melissa SpoonRaymond JamesWells Fargo Advisors$15011-03-2015
Richard FeauveLPL FinancialAmerican Portfolios$5511-02-2015
Keith MartelLPL FinancialJPMorgan Chase & Co.$9411-02-2015
Louis WoolfVoya Financial AdvisorsInvestors Capital$6011-02-2015
Mary Robbins, Stephen Vachon, Maurice Woods,Rene SenesVoya Financial AdvisorsInvestors Capital$5211-02-2015
Dianne Puleo, Jacob Shulam, George TufenkianVoya Financial AdvisorsInvestors Capital$5511-02-2015
Ron Hoffman, Werner Maiwald, Jeff Mishol, Tim O'MalleyVoya Financial AdvisorsInvestors Capital$6811-02-2015
David Chwalek, Bob Curtis, Brian Day-Lewis, David DirubboVoya Financial AdvisorsInvestors Capital$8711-02-2015
Brian WoodsVoya Financial AdvisorsInvestors Capital$10011-02-2015
Nicole Primack Andres Bank of America Merrill LynchCredit Suisse Wealth Services$60011-02-2015
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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.