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
Jackie Kunkel, Don KunkelUBS Financial ServicesBank of America Merrill Lynch$75507-12-2017
Brian Meulebrouck, George AndresUBS Financial ServicesBank of America Merrill Lynch$22007-12-2017
Matthew Celenza, Shannon McLaughlin, Andrea Shieh, Andrew AielloBoulevard Family WealthBank of America Merrill Lynch$1,00007-11-2017
Stan Leavitt, David Pratt, Rachael MortonAmeriprise FinancialBank of America Merrill Lynch$46307-07-2017
Jordan Varela, Raquel ReynoldsWells Fargo AdvisorsBank of America Merrill Lynch$30007-07-2017
Paul Zambriski, Tyler PolsonWells Fargo AdvisorsBank of America Merrill Lynch$29006-30-2017
Brian HartzellRaymond JamesBank of America Merrill Lynch$10006-30-2017
Danielle Ambrose, Diane HirschornFirst Republic SecuritiesBank of America Merrill Lynch$70006-30-2017
David J. AndersonWells Fargo AdvisorsBank of America Merrill Lynch$13806-29-2017
Brandt Haring, Joe SmartRBC Wealth ManagementBank of America Merrill Lynch$31806-29-2017
C. Kemper Wharton, M. Todd OneyRaymond JamesBank of America Merrill Lynch$50006-19-2017
Dale Von HoffmannWaddell and ReedBank of America Merrill Lynch$10406-16-2017
Marcus SelvaSnowden Lane PartnersBank of America Merrill Lynch$21006-06-2017
Sandy Martin, Kirsty WalkerRaymond JamesBank of America Merrill Lynch$11005-30-2017
Gary Cook, Kristina Daniel, Beth DeckerRaymond JamesBank of America Merrill Lynch$24005-25-2017
Tom Parker, Patrick Dugan, Paul SpencerHightower AdvisorsBank of America Merrill Lynch$16005-22-2017
Ron BakerRaymond JamesBank of America Merrill Lynch$10005-19-2017
Christopher Aitken, Shelby Aitken, and Ken TonningUBS Financial ServicesBank of America Merrill Lynch$90005-17-2017
Kirk KolligianJanney Montgomery ScottBank of America Merrill Lynch$14405-11-2017
Chris Rosamond, Arthur PatersonWilliam Blair & Co.Bank of America Merrill Lynch$20005-08-2017
Michael Miremadi, Christopher Heintz, Teresa UzetaUBS Financial ServicesBank of America Merrill Lynch$20005-05-2017
Euclides MorenoBolton Global CapitalBank of America Merrill Lynch$65005-02-2017
Michael Jeppson, Angie DusoRaymond JamesBank of America Merrill Lynch$40005-02-2017
Ira Katz, Daniel McNicholas, John Scala, Bryce WilinskiLPL Financial Bank of America Merrill Lynch$42004-28-2017
Walter StamperRaymond JamesBank of America Merrill Lynch$14704-27-2017
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Showing 1 to 25 of 353 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.