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
Paul Hendershot and Carsten FredericksonRBC Wealth ManagementMorgan Stanley Wealth Management$14011-02-2017
C. Gene Jester, Bert Cort Lester BennettRobert W. Baird & Co.Morgan Stanley Wealth Management$21010-31-2017
David Johnston, Keith JohnstonKestraMorgan Stanley Wealth Management$15010-30-2017
Mark P. SullivanStifel Nicolaus & Co.Morgan Stanley Wealth Management$10510-25-2017
Robert S. Gilman, Robert Kushel, Jed A Morton and David StanfordJPMorgan Chase & Co.Morgan Stanley Wealth Management$1,60010-25-2017
Frederic ShibelStifel Nicolaus & Co.Morgan Stanley Wealth Management$12510-23-2017
Barry Salzman, Joshua Mauer, Michael Robert HoffRaymond JamesMorgan Stanley Wealth Management$17510-20-2017
Steve DaileyStifel Nicolaus & Co.Morgan Stanley Wealth Management$10010-19-2017
Michael MuehlWells Fargo Advisors Financial NetworkMorgan Stanley Wealth Management$18010-11-2017
Bernard SuissaWells Fargo Advisors Financial NetworkMorgan Stanley Wealth Management$19310-11-2017
Thomas MelohnUBS Financial ServicesMorgan Stanley Wealth Management$20009-29-2017
Elias Poe III, Elias Poe IVHarbor Investment AdvisoryMorgan Stanley Wealth Management$14509-29-2017
Wayne Green, Theresa GreenRaymond JamesMorgan Stanley Wealth Management$17009-21-2017
Thomas Marchal Robert W. Baird & Co.Morgan Stanley Wealth Management$17509-18-2017
Jeff SmithJanney Montgomery ScottMorgan Stanley Wealth Management$10009-15-2017
William Wiseman, Parker WisemanAmeriprise FinancialMorgan Stanley Wealth Management$13309-14-2017
Ian DietzLPL FinancialMorgan Stanley Wealth Management$7009-08-2017
Ruben Lerner, Manuel UrangaBolton Global CapitalMorgan Stanley Wealth Management$55008-29-2017
Christopher WalkleyJanney Montgomery ScottMorgan Stanley Wealth Management$10708-22-2017
Mark CisselStifel Nicolaus & Co.Morgan Stanley Wealth Management$5408-17-2017
Alan BlenderAmeriprise FinancialMorgan Stanley Wealth Management$19808-11-2017
Amir Navab, Bradley Finnigan and Shamya UllahRBC Wealth ManagementMorgan Stanley Wealth Management$26908-10-2017
Paul Roche, Christopher BaylesRBC Wealth ManagementMorgan Stanley Wealth Management$60008-08-2017
Paul Fox, Jennifer Winslow, Patrick Boykin, Janet MarquardtHarbor Investment AdvisoryMorgan Stanley Wealth Management$39008-07-2017
Todd Kissel, Joshua Pasahow, Ida Ng, John RiveraRaymond JamesMorgan Stanley Wealth Management$50008-02-2017
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Showing 1 to 25 of 548 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.