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.


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jason Weese, Mark Harris, Todd Kelly, Matt Bridge, Kristen Buxton, Alan Lubner, Jim Ferguson, Traci BumpusBank of America Merrill LynchMorgan Stanley Wealth Management$2,34010-07-2016
Brad Weinman Bank of America Merrill LynchMorgan Stanley Wealth Management$24009-26-2016
Michael Dechiario, Thomas Charmley, Thomas Soden, Dean Vetsikas, Stacy RobinsonWells Fargo AdvisorsMorgan Stanley Wealth Management$60009-26-2016
Debra Riedel, Josh J. Miles, Michele CisarioRaymond JamesMorgan Stanley Wealth Management$32509-19-2016
William Campbell, Patrick J. Courtright, Eltiena Campbell, Christine RobertsonRaymond JamesMorgan Stanley Wealth Management$36009-19-2016
Akira KidoBank of America Merrill LynchMorgan Stanley Wealth Management$16009-16-2016
Dieter RamaekersRaymond JamesMorgan Stanley Wealth Management$13209-14-2016
Charles MillerWells Fargo AdvisorsMorgan Stanley Wealth Management$16009-13-2016
Clifford Coury, Mark PyperWells Fargo AdvisorsMorgan Stanley Wealth Management$34309-13-2016
Tom Kirk, Margaret Dechant, Andrew Mies, Bryan Green, Steve Bahm, Pam Smith, Sarah Hampton6 MeridianMorgan Stanley Wealth Management$2,20009-12-2016
Brian Latz, John Cicillini, Kenneth Cariota Wells Fargo AdvisorsMorgan Stanley Wealth Management$42709-06-2016
Patrick NickersonRaymond JamesMorgan Stanley Wealth Management$5008-30-2016
Phillip Friesen, Chuck Crowson, John Friesen, Greg Bowman, Josh Zeleskey, Karen Ronaghan, Bonnie McKinneyRBC Wealth ManagementMorgan Stanley Wealth Management$1,00008-30-2016
Matt Petersen, Dwayne Michael, Michael Budd, Brian Gibson, Randy Gibson, Andy CarriganWells Fargo AdvisorsMorgan Stanley Wealth Management$58708-25-2016
Kenneth IbbetsonWells Fargo AdvisorsMorgan Stanley Wealth Management$10708-19-2016
Steven Goldman, Lynn Fryckberg, Douglas Pires, Lulu Xu, Jordan CotterUBS Financial ServicesMorgan Stanley Wealth Management$37808-17-2016
Thomas Foley, Keith HierHightower AdvisorsMorgan Stanley Wealth Management$50008-15-2016
Marc AlportWells Fargo AdvisorsMorgan Stanley Wealth Management$6508-05-2016
James H. HardingHilltop SecuritiesMorgan Stanley Wealth Management$13007-29-2016
Mark Southwell, Bill Martin, Sam DicksonRaymond JamesMorgan Stanley Wealth Management$18007-26-2016
Habib H. Yousefzadeh Bank of America Merrill LynchMorgan Stanley Wealth Management$11007-22-2016
Frank Urban, David HansonRaymond JamesMorgan Stanley Wealth Management$12507-21-2016
William Haring, Bradley HaringRBC Wealth ManagementMorgan Stanley Wealth Management$12407-13-2016
Sean Richardson, Max LileAllstreet CapitalMorgan Stanley Wealth Management$15007-08-2016
Stuart Gertman, Michael Mawby, Bruce Greenwald, Todd ResnickWe Are One SevenMorgan Stanley Wealth Management$60007-01-2016
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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.