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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
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
Joanne Astle, Nick Astle, Mike Astle Raymond JamesBank of America Merrill Lynch$20003-12-2014
Kyle GearhartRaymond JamesBank of America Merrill Lynch$30003-06-2014
David Christian, Jeffrey Krum, Brian HefeleDynasty Financial PartnersBank of America Merrill Lynch$70003-04-2014
Thomas Dedrick, Pam FranklinRaymond JamesBank of America Merrill Lynch$16202-27-2014
Darren Graff, Natalya MuravchikJ.P. Morgan Securities LLCBank of America Merrill Lynch$002-27-2014
Jeffrey S. Vogel, Ruth BergerHightower AdvisorsBank of America Merrill Lynch$30002-24-2014
Mark J. Grueninger, Benjamin C. SauerUBS Financial ServicesBank of America Merrill Lynch$002-24-2014
Satish DharwadkarMangoTree CapitalBank of America Merrill Lynch$3502-19-2014
Katie ClarkRBC Wealth ManagementBank of America Merrill Lynch$15001-31-2014
Melanie FolstadRBC Wealth ManagementBank of America Merrill Lynch$11001-31-2014
Michael L. Cope, William G. MarcouxUBS Financial ServicesBank of America Merrill Lynch$22501-13-2014
Alan J. SpilkerRaymond JamesBank of America Merrill Lynch$001-08-2014
Joshua M. BledsoeStifel Nicolaus & Co.Bank of America Merrill Lynch$012-20-2013
Courtney LiddyUBS Financial ServicesBank of America Merrill Lynch$32712-13-2013
Jennifer Daniels, Karen LevyMorgan Stanley Wealth ManagementBank of America Merrill Lynch$15112-11-2013
Jay Arbetter UBS Financial ServicesBank of America Merrill Lynch$17512-10-2013
Jason Taraszki UBS Financial ServicesBank of America Merrill Lynch$10012-10-2013
Michael J. SullivanStifel Nicolaus & Co.Bank of America Merrill Lynch$012-10-2013
Laurie C. KamhiHightower AdvisorsBank of America Merrill Lynch$32011-26-2013
Charles Andriole, Geoffrey G. Gregory, Matthew J. MontanaHightower AdvisorsBank of America Merrill Lynch$70011-20-2013
M. Scott HarriesUBS Financial ServicesBank of America Merrill Lynch$50011-08-2013
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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.