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
Matthew SchradyAmeriprise FinancialMorgan Stanley Wealth Management$11705-06-2016
Willard EinsparLPL FinancialMetLife Securities$8205-06-2016
Heather Alexander, Ian Baker, Denzil Dias, Paul Etra, Marc Harary, Ralph Hochuli, Christopher Kolba, Daniel NessimLPL FinancialAmeritas Investment Corp$35005-05-2016
Rosco HalseyWaddell and AssociatesEdward Jones$10605-05-2016
Thomas StineLPL FinancialHFI Wealth Management$5005-05-2016
Daniel EllisLPL FinancialU.S. Bancorp Investments$10005-04-2016
Doug Lockwood, Kenneth Roberts, Robert TendlerWells Fargo AdvisorsLPL Financial$38005-04-2016
Hans UnderdahlJanney Montgomery ScottRBC Wealth Management$9305-04-2016
John Bailey360 Wealth ManagementLPL Financial$6105-04-2016
Salvatore Pitti, Matthew PittiWells Fargo AdvisorsMorgan Stanley Wealth Management$20005-03-2016
Anil SinghLPL FinancialJ.P. Morgan Securities LLC$26005-02-2016
Bill AustinAmeriprise FinancialWells Fargo Advisors$10905-02-2016
Edilberto Moreno, Soraya Batista-GarciaBolton Global CapitalBank of America Merrill Lynch$16005-02-2016
John Pasacreta, Jordan Samelson, John Rotando, Nancy Meade, Sandra Kapfer Wells Fargo AdvisorsMorgan Stanley Wealth Management$24505-02-2016
Victor Solis, Daniel ZlotnickLPL FinancialKestra Financial$10005-02-2016
William Browne, Marc Zupicich Wells Fargo AdvisorsMorgan Stanley Wealth Management$35005-02-2016
David BennetteProspera Financial ServicesWells Fargo Advisors$5005-01-2016
Craig KorolLPL FinancialSecurities America$10004-29-2016
Jamie SutherlandAmeriprise FinancialWells Fargo Advisors$8004-29-2016
Joel Selden, Larry ScharfRaymond JamesUBS Financial Services$32004-29-2016
John Barkmeier, Claudia BarkmeierWells Fargo AdvisorsMorgan Stanley Wealth Management$15504-29-2016
Michael GarofaloAmeriprise FinancialVoya Financial Advisors$7504-29-2016
Robert Gorman Wells Fargo AdvisorsBank of America Merrill Lynch$10004-29-2016
William GustafsonWaddell and AssociatesU.S. Bancorp Investments$7804-29-2016
Chandon Simonis, John NiermeyerLPL FinancialWells Fargo Advisors$51604-28-2016
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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.