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
William Haring, Bradley HaringRBC Wealth ManagementMorgan Stanley Wealth Management$12407-13-2016
Sean Richardson, Max LileAllstreet CapitalMorgan Stanley Wealth Management$15007-08-2016
John Rice, Alan Scalingi, Andrew GithmarkSteward Partners Global AdvisoryMorgan Stanley Wealth Management$23506-10-2016
Roger Veome, Thomas Morrill, Katherine WardellRaymond JamesMorgan Stanley Wealth Management$26006-02-2016
Mark J. RubinRaymond JamesMorgan Stanley Wealth Management$27005-31-2016
Larry Pohlen, Marc Terris, Michael Kasper, David Pohlen, Kathleen VaughanBank of America Merrill LynchMorgan Stanley Wealth Management$55505-23-2016
Andrew Zimmerman, Edward Nabhan, Alexander Nabhan, Megan Cooney, James McIntyre Bank of America Merrill LynchMorgan Stanley Wealth Management$1,20005-18-2016
Robert Phinney, Graham Goodwin,and Richard Byrd IIIRaymond JamesMorgan Stanley Wealth Management$33205-17-2016
Matthew SchradyAmeriprise FinancialMorgan Stanley Wealth Management$11705-06-2016
Gray Jackson RBC Wealth ManagementMorgan Stanley Wealth Management$14005-06-2016
Salvatore Pitti, Matthew PittiWells Fargo AdvisorsMorgan Stanley Wealth Management$20005-03-2016
John Pasacreta, Jordan Samelson, John Rotando, Nancy Meade, Sandra Kapfer Wells Fargo AdvisorsMorgan Stanley Wealth Management$24505-02-2016
William Browne, Marc Zupicich Wells Fargo AdvisorsMorgan Stanley Wealth Management$35005-02-2016
John Gatto, Kenneth Gatto, Matthew Hughes Bank of America Merrill LynchMorgan Stanley Wealth Management$67504-18-2016
Marc Karstaedt Bank of America Merrill LynchMorgan Stanley Wealth Management$14704-18-2016
Scott UffelmanBank of America Merrill LynchMorgan Stanley Wealth Management$18504-18-2016
Kirsten Tuzzo, Blaine MintonBank of America Merrill LynchMorgan Stanley Wealth Management$28704-18-2016
Kristy McGee, Jennifer DayoubRaymond JamesMorgan Stanley Wealth Management$11004-18-2016
Jeremy Newton, Stephen LambBank of America Merrill LynchMorgan Stanley Wealth Management$33003-28-2016
Paul Rand, Joel Rand, Sarah MinakaryHightower AdvisorsMorgan Stanley Wealth Management$20003-18-2016
Eric BeileySteward Partners Global AdvisoryMorgan Stanley Wealth Management$57003-04-2016
Edwin BlanchardLPL FinancialMorgan Stanley Wealth Management$6002-19-2016
Robert BlanchardLPL FinancialMorgan Stanley Wealth Management$9602-19-2016
Noel Culberson, Kristy TochiharaWells Fargo AdvisorsMorgan Stanley Wealth Management$18602-18-2016
Shahab MoradianWells Fargo AdvisorsMorgan Stanley Wealth Management$5002-18-2016
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Showing 1 to 25 of 448 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.