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
Ashley Banks, Donna CarrollRaymond JamesBank of America Merrill Lynch$11203-22-2017
Brian Pick, Terri Fought, Michael Bridgham, Advisor Craig, Christine EngelRaymond JamesBank of America Merrill Lynch$35003-21-2017
David Lum, Michael Piazza, Theresa McMastersRaymond JamesBank of America Merrill Lynch$22003-15-2017
Jim Ewing, Michael ConaHightower AdvisorsBank of America Merrill Lynch$20003-13-2017
Ryan Kirby, Chris HayesSnowden Lane PartnersBank of America Merrill Lynch$45003-10-2017
Patricia Bennett, Heather Poole, Kristen SwansonRaymond JamesBank of America Merrill Lynch$13803-08-2017
Noah Doyle, Charles Princiotto, Sean MartinJanney Montgomery ScottBank of America Merrill Lynch$15003-06-2017
Bradford S. ParsonsRaymond JamesBank of America Merrill Lynch$11503-06-2017
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
Margo ClarkeAmeriprise FinancialBank of America Merrill Lynch$24501-13-2017
Margo ClarkeAmeriprise FinancialBank of America Merrill Lynch$24501-13-2017
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
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Showing 1 to 25 of 322 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.