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
William Troy Neat, Jason Redpath, Steven SpaethMorgan Stanley Wealth ManagementBank of America Merrill Lynch$60201-20-2017
Larry Rothenberg, Shaun Van Vliet, David FarberFirst Republic SecuritiesBank of America Merrill Lynch$1,30001-20-2017
Ira Friedman, Andrew SallisMorgan Stanley Wealth ManagementBank of America Merrill Lynch$36001-20-2017
Steven Culbert, Mark SmithRBC Wealth ManagementBank of America Merrill Lynch$14501-18-2017
Hank HollandFirst Republic SecuritiesBank of America Merrill Lynch$50001-17-2017
Greg LunakRBC Wealth ManagementBank of America Merrill Lynch$16401-17-2017
Brad WeinmanMorgan Stanley Wealth ManagementBank of America Merrill Lynch$24001-13-2017
Suzanne LaTourRaymond JamesBank of America Merrill Lynch$10001-13-2017
Hank HollandFirst Republic SecuritiesBank of America Merrill Lynch$50001-13-2017
Christian FelixBolton Global CapitalBank of America Merrill Lynch$12012-09-2016
David Persin, Zach Persin, Ted Simos, Kim BeattyRBC Wealth ManagementBank of America Merrill Lynch$23012-09-2016
Michael RosnerRaymond JamesBank of America Merrill Lynch$11012-08-2016
Jeff Tutor, Natasha SparksStifel Nicolaus & Co.Bank of America Merrill Lynch$20012-08-2016
Dennis SurmanekWells Fargo AdvisorsBank of America Merrill Lynch$7212-07-2016
Michael RussoWells Fargo AdvisorsBank of America Merrill Lynch$12512-07-2016
Frank Hundley, Craig McGovernJanney Montgomery ScottBank of America Merrill Lynch$8812-02-2016
George D. Ewins, Richard J. Kowalski, Theresa Swett Raymond JamesBank of America Merrill Lynch$44011-28-2016
Joseph DiVestea, Mark Mezzone, Maureen Macomber, Michael RodriguezRaymond JamesBank of America Merrill Lynch$30011-08-2016
William Thrush, Meghan Rump Hightower AdvisorsBank of America Merrill Lynch$25010-18-2016
Ken Griffen, Paul Vaida, Royden Grimm, Barry Saluk, Jared BloxsomJanney Montgomery ScottBank of America Merrill Lynch$80010-10-2016
Jake DawsonWaddell and AssociatesBank of America Merrill Lynch$14310-10-2016
Martin Enriquez, Miguel CortinaMorgan Stanley Wealth ManagementBank of America Merrill Lynch$60010-05-2016
Eric CownieWells Fargo AdvisorsBank of America Merrill Lynch$5009-21-2016
Elizabeth van Walleghem, Thomas ButlerDynasty Financial PartnersBank of America Merrill Lynch$55009-13-2016
Joseph Long, Brian SchneiweissStifel Nicolaus & Co.Bank of America Merrill Lynch$50009-06-2016
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Showing 1 to 25 of 312 entries

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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.