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
Michael Greenstone, John Araneo, Margie Manning, Anita Srivastava Bank of America Merrill LynchMorgan Stanley Wealth Management$34303-23-2017
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
Mark StandringWells Fargo AdvisorsMorgan Stanley Wealth Management$6702-16-2017
Todd Sherman, Michael Francisco, Brian Baskin, Denise Donahue, Donna Vickers, Katherine WrightRaymond JamesMorgan Stanley Wealth Management$46002-13-2017
Kevin ClouseRBC Wealth ManagementMorgan Stanley Wealth Management$11001-30-2017
Alexandra KochRaymond JamesMorgan Stanley Wealth Management$9801-20-2017
Adam SchurBank of America Merrill LynchMorgan Stanley Wealth Management$85001-13-2017
Rocky MillsGolden State Wealth ManagementMorgan Stanley Wealth Management$8001-13-2017
Jeff PeiflyRBC Wealth ManagementMorgan Stanley Wealth Management$7301-13-2017
Katherine Fisher-SchultzRaymond JamesMorgan Stanley Wealth Management$17301-04-2017
Tom Fautrel, Paul CarlsonWells Fargo AdvisorsMorgan Stanley Wealth Management$24312-14-2016
Mark J. Rhoades, George Livanos, Kelly Ward.Raymond JamesMorgan Stanley Wealth Management$25012-06-2016
Thomas Fautrel, Paul CarlsonWells Fargo AdvisorsMorgan Stanley Wealth Management$22512-01-2016
Richard Frankel, Shawn PattRBC Wealth ManagementMorgan Stanley Wealth Management$50711-10-2016
Michael MahoneySnowden Lane PartnersMorgan Stanley Wealth Management$6411-07-2016
Jason RudolphStifel Nicolaus & Co.Morgan Stanley Wealth Management$8410-21-2016
Randy PowersStifel Nicolaus & Co.Morgan Stanley Wealth Management$20810-21-2016
Scott Latzke, Mark FillaAmeriprise FinancialMorgan Stanley Wealth Management$34410-07-2016
Jason Weese, Mark Harris, Todd Kelly, Matt Bridge, Kristen Buxton, Alan Lubner, Jim Ferguson, Traci BumpusBank of America Merrill LynchMorgan Stanley Wealth Management$2,34010-07-2016
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Showing 1 to 25 of 507 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.