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.

«Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jeff Schottenstein, Stuart WechslerFirst Republic SecuritiesBank of America Merrill Lynch$1,50001-05-2018
Phillip Pierre ClosuitRaymond JamesBank of America Merrill Lynch$17001-04-2018
Dana Havens, Ryan Patterson, Delvan Mitchell Jr.Raymond JamesBank of America Merrill Lynch$30001-03-2018
Glen D. Smith, Robert L. CaseyRaymond JamesBank of America Merrill Lynch$26212-27-2017
William McLaughlin, John MurphyStifel Nicolaus & Co.Bank of America Merrill Lynch$11812-20-2017
Lin EdwardsWells Fargo AdvisorsBank of America Merrill Lynch$13012-08-2017
Arthur SpringerRaymond JamesBank of America Merrill Lynch$23012-08-2017
James Schillaci, Kevin Johns, Brian WenstrupUBS Financial ServicesBank of America Merrill Lynch$33511-30-2017
Drew WilliamsonUBS Financial ServicesBank of America Merrill Lynch$30011-30-2017
Michael Holland, Zach NewbyUBS Financial ServicesBank of America Merrill Lynch$56811-30-2017
Jay Edzards, John CromlingUBS Financial ServicesBank of America Merrill Lynch$32111-30-2017
Phillip MacDonald Stifel Nicolaus & Co.Bank of America Merrill Lynch$7011-20-2017
Joseph LauricellaUBS Financial ServicesBank of America Merrill Lynch$7011-03-2017
Rod Loewenthal, Kevin Kamholz, Betsy Mason, Justin McIntireUBS Financial ServicesBank of America Merrill Lynch$90011-03-2017
Matthew J. CramerJanney Montgomery ScottBank of America Merrill Lynch$15311-02-2017
Larry Prutch, Cengiz Volkan, Alan Goldstein, Neil FujitaRBC Wealth ManagementBank of America Merrill Lynch$61010-27-2017
David Schrader, Frank DeFrancoAmeriprise FinancialBank of America Merrill Lynch$14310-13-2017
Kevin KeithHightower AdvisorsBank of America Merrill Lynch$23010-10-2017
Marty Carroll, Jennifer CarrollRaymond JamesBank of America Merrill Lynch$16010-09-2017
Larry Lytle RBC Wealth ManagementBank of America Merrill Lynch$11510-03-2017
Joseph CaselleUBS Financial ServicesBank of America Merrill Lynch$25009-29-2017
Scott McQuilken, Richard ReasonerArkadios CapitalBank of America Merrill Lynch$14009-15-2017
Brendan Flaherty, Sandra CummingsJanney Montgomery ScottBank of America Merrill Lynch$11609-06-2017
Ronald ScottLPL FinancialBank of America Merrill Lynch$23108-31-2017
Cason Swinn, Daniel Toll, Tahirih TollRBC Wealth ManagementBank of America Merrill Lynch$35008-31-2017
Next Page »

Showing 1 to 25 of 393 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.

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