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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
Michael Carr, Kirk Ruth, Jeff Hogue, Jeff RizzoUBS Financial ServicesBank of America Merrill Lynch$87008-31-2015
Jane Drew, Katherine DrewWells Fargo AdvisorsBank of America Merrill Lynch$27808-24-2015
Gary Amaral UBS Financial ServicesBank of America Merrill Lynch$33008-05-2015
Alex Bryer, Keith MayoSnowden Lane PartnersBank of America Merrill Lynch$24007-29-2015
Charles Guilbault Wells Fargo AdvisorsBank of America Merrill Lynch$10007-09-2015
Kayla T. Koeber, Lori J. BaumRaymond JamesBank of America Merrill Lynch$12007-09-2015
Dodd Newton Koeckert, Nicholas H. AngerRBC Wealth ManagementBank of America Merrill Lynch$1,20006-25-2015
Elaine ElliottWells Fargo Advisors Financial NetworkBank of America Merrill Lynch$006-17-2015
Doug Brandeen, David Brandeen, Jeff Link, Dean ShuplinkovWells Fargo Advisors Financial NetworkBank of America Merrill Lynch$55506-11-2015
David Holwadel, Jeffrey Thompson, Yvette BushRaymond JamesBank of America Merrill Lynch$40006-09-2015
Kurt KharoufRBC Wealth ManagementBank of America Merrill Lynch$11706-09-2015
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
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Showing 1 to 25 of 234 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.