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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
Richard PotashnerMorgan Stanley Wealth ManagementBank of America Merrill Lynch$13010-01-2014
Charles "Chip" PisoniRBC Wealth ManagementBank of America Merrill Lynch$25009-16-2014
Jesse BengtsonRBC Wealth ManagementBank of America Merrill Lynch$23009-11-2014
Bruce Lin, Michael Hartmeyer, Patrick Chan Wells Fargo AdvisorsBank of America Merrill Lynch$14209-09-2014
Sandra J. HudginsAmeriprise FinancialBank of America Merrill Lynch$10009-09-2014
Kaylyn A. MaherUBS Financial ServicesBank of America Merrill Lynch$12009-04-2014
William B. Wolf, Ethan CollinsHightower AdvisorsBank of America Merrill Lynch$44009-02-2014
Travis Barr, Marco CisnerosWells Fargo AdvisorsBank of America Merrill Lynch$22708-27-2014
Robert J. BowmanSnowden Lane PartnersBank of America Merrill Lynch$008-25-2014
Pamela Lynn Abraham, Jack E. Thomas, Trevor R. SwartzHightower AdvisorsBank of America Merrill Lynch$80008-14-2014
Kerina GrahamStratos Wealth PartnersBank of America Merrill Lynch$008-04-2014
Dante NeyraMorgan Stanley Wealth ManagementBank of America Merrill Lynch$007-10-2014
Brian PurcellMorgan Stanley Wealth ManagementBank of America Merrill Lynch$11507-10-2014
Bill Gear, Ben BuchananWells Fargo AdvisorsBank of America Merrill Lynch$16007-08-2014
Jason Ezzell, Alec FisherHightower AdvisorsBank of America Merrill Lynch$30005-27-2014
Herman L. Rij, Jason B. Cort, Kori Lannon, and Brian C. CortFocus Financial PartnersBank of America Merrill Lynch$75005-23-2014
Milton SchwartzWells Fargo AdvisorsBank of America Merrill Lynch$13505-23-2014
Jeffery Tomaszewski, Gary A. RigbyRaymond JamesBank of America Merrill Lynch$28005-19-2014
Callen Schramm, Heather SchrammStratos Wealth PartnersBank of America Merrill Lynch$15505-14-2014
Matthew T. GriffithWashington Wealth ManagementBank of America Merrill Lynch$7505-06-2014
Stephanie M. Bass, Darin E. MockWells Fargo AdvisorsBank of America Merrill Lynch$17005-01-2014
Jeffrey M. FratarcangeliWells Fargo AdvisorsBank of America Merrill Lynch$42404-04-2014
Albert Fox, Edward Penberthy, Joseph DehnMorgan Stanley Wealth ManagementBank of America Merrill Lynch$60003-27-2014
Nick Salvetti, A.J. Salvetti IIIRaymond JamesBank of America Merrill Lynch$21003-19-2014
Martin LutschaunigJanney Montgomery ScottBank of America Merrill Lynch$25003-19-2014
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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.