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
Elizabeth van Walleghem, Thomas ButlerMAXIMAI Investment PartnersBank of America Merrill Lynch$55009-13-2016
Joseph Long, Brian SchneiweissStifel Nicolaus & Co.Bank of America Merrill Lynch$50009-06-2016
Kevin BarnesFirst Republic SecuritiesBank of America Merrill Lynch$36008-26-2016
Frank CoussensAmeriprise FinancialBank of America Merrill Lynch$13208-19-2016
Samuel NunezBolton Global CapitalBank of America Merrill Lynch$12508-19-2016
Vivian Lin, Han LinMorgan Stanley Wealth ManagementBank of America Merrill Lynch$25008-18-2016
Thomas MaysRaymond JamesBank of America Merrill Lynch$10508-07-2016
Robert Duncan, Bradley Newman, Zachary BrevermanWells Fargo AdvisorsBank of America Merrill Lynch$40007-26-2016
Oscar GuevaraBolton Global CapitalBank of America Merrill Lynch$8007-18-2016
Sam DeGennaroSnowden Lane PartnersBank of America Merrill Lynch$18007-18-2016
William Lloyd, Andrew Means, Peter WillseaStifel Nicolaus & Co.Bank of America Merrill Lynch$65507-07-2016
Tanya Duarte, Archibaldo VasquezBolton Global CapitalBank of America Merrill Lynch$22506-20-2016
Felipe BallestasBolton Global CapitalBank of America Merrill Lynch$17506-18-2016
Sanya MulhernRBC Wealth ManagementBank of America Merrill Lynch$15006-07-2016
LaRue GibsonHightower AdvisorsBank of America Merrill Lynch$30006-06-2016
Ira Feld, David WeinsteinMorgan Stanley Wealth ManagementBank of America Merrill Lynch$67506-01-2016
Alex AstudilloBolton Global CapitalBank of America Merrill Lynch$17305-31-2016
Sam Moshe, Paul Saldana, Gilda Gallardo, Jessica LlorensMorgan Stanley Wealth ManagementBank of America Merrill Lynch$29005-31-2016
Joseph Volz, William Hargrove, Anne NorrisWells Fargo AdvisorsBank of America Merrill Lynch$20505-23-2016
Pradeep GokhaleAmeriprise FinancialBank of America Merrill Lynch$7505-20-2016
David Jackson, Martin SpearsRaymond JamesBank of America Merrill Lynch$20005-19-2016
Joseph HubbellSnowden Lane PartnersBank of America Merrill Lynch$10005-13-2016
Denver GilliandHightower AdvisorsBank of America Merrill Lynch$31505-08-2016
Edilberto Moreno, Soraya Batista-GarciaBolton Global CapitalBank of America Merrill Lynch$16005-02-2016
Robert Gorman Wells Fargo AdvisorsBank of America Merrill Lynch$10004-29-2016
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Showing 1 to 25 of 287 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.