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
Ruben Lerner, Manuel UrangaBolton Global CapitalMorgan Stanley Wealth Management$55008-29-2017
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
Bob Emerson, Sean Stevenson, Tom Eisenhuth, Bill McKeeAmeriprise FinancialMorgan Stanley Wealth Management$34107-07-2017
Bob SolanoRaymond JamesMorgan Stanley Wealth Management$10006-29-2017
Kathleen Hobart, Denise Leong, Kristin CarrRaymond JamesMorgan Stanley Wealth Management$16506-22-2017
Thomas Reichert, Paul Lotito, Eric Aiello, Lindsay Reichert Bank of America Merrill LynchMorgan Stanley Wealth Management$62806-09-2017
Kenneth Demps, Robert Dennis, Jay MacKenzieAmeriprise FinancialMorgan Stanley Wealth Management$27006-02-2017
June Strunk, Shane OJanney Montgomery ScottMorgan Stanley Wealth Management$30005-18-2017
Sam MaxwellExecutive Wealth GroupMorgan Stanley Wealth Management$27505-03-2017
David RumrillJ.P. Morgan Securities LLCMorgan Stanley Wealth Management$31004-20-2017
Jay Canell, Neil Canell, Justin DemboJ.P. Morgan Securities LLCMorgan Stanley Wealth Management$1,00004-11-2017
Harmon Raymond JamesMorgan Stanley Wealth Management$10604-05-2017
Michael Greenstone, John Araneo, Margie Manning, Anita Srivastava Bank of America Merrill LynchMorgan Stanley Wealth Management$34303-23-2017
Craig ParkerAmeriprise FinancialMorgan Stanley Wealth Management$13803-17-2017
Michelle BeginaSnowden Lane PartnersMorgan Stanley Wealth Management$40003-03-2017
Janis Cross, Matthew West, A.J. SchultzRaymond JamesMorgan Stanley Wealth Management$14403-02-2017
John SpiesRBC Wealth ManagementMorgan Stanley Wealth Management$13602-23-2017
Frank Hibbard, Amy RosaRaymond JamesMorgan Stanley Wealth Management$14002-21-2017
Angela Helmus-O'Brien, Travis Hadwin, Todd SeymourRaymond JamesMorgan Stanley Wealth Management$27002-21-2017
Todd HoffmanRaymond JamesMorgan Stanley Wealth Management$28002-21-2017
Brian BuckleyDynasty Financial PartnersMorgan Stanley Wealth Management$60002-17-2017
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Showing 1 to 25 of 526 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.