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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
Kraig Kerr, Michael LarleeD.A. Davidson & Co.Bank of America Merrill Lynch$35005-07-2015
Mark LaFlammeUnited CapitalBank of America Merrill Lynch$10004-30-2015
Andrew C. OberUBS Financial ServicesBank of America Merrill Lynch$16004-28-2015
David W. LewisMorgan Stanley Wealth ManagementBank of America Merrill Lynch$25004-15-2015
John E. CarrollLPL FinancialBank of America Merrill Lynch$13002-09-2015
Robert E. Feldman, Donna G. Bowler Snowden Lane PartnersBank of America Merrill Lynch$22501-26-2015
Eric T. PressmanMorgan Stanley Wealth ManagementBank of America Merrill Lynch$7501-22-2015
Daniel HonanJanney Montgomery ScottBank of America Merrill Lynch$001-06-2015
Douglas G. ConklinHightower AdvisorsBank of America Merrill Lynch$22501-05-2015
Conor Weir, Sophois Sokhom Retirement Benefits GroupBank of America Merrill Lynch$6001-05-2015
John L. GreeneUBS Financial ServicesBank of America Merrill Lynch$6312-22-2014
Samuel W. Spanos, Gennaro 'Jerry' Marsico, Todd C. Todorich, Robert M. Lewis, George Kruth, Mark ORaymond JamesBank of America Merrill Lynch$53512-02-2014
James E. HulburdUBS Financial ServicesBank of America Merrill Lynch$1,50011-21-2014
Steven ScaliciUBS Financial ServicesBank of America Merrill Lynch$10311-21-2014
Douglas TwohillUBS Financial ServicesBank of America Merrill Lynch$24011-21-2014
John M. Van DongeStifel Nicolaus & Co.Bank of America Merrill Lynch$60011-21-2014
Brian Brice, Tim BriceMorgan Stanley Wealth ManagementBank of America Merrill Lynch$4,50011-20-2014
Daniel P. Thompson, Matt Rittenhouse, Alyson FrantzRBC Wealth ManagementBank of America Merrill Lynch$10311-10-2014
Thomas Forma, Kevin NicholsMorgan Stanley Wealth ManagementBank of America Merrill Lynch$30010-24-2014
Stephen S. Brown, James P. GoetzStifel Nicolaus & Co.Bank of America Merrill Lynch$2,50010-20-2014
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
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Showing 1 to 25 of 223 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.