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
June Strunk, Shane OJanney Montgomery ScottMorgan Stanley Wealth Management$30005-18-2017
Kirk KolligianJanney Montgomery ScottBank of America Merrill Lynch$14405-11-2017
Steve Victor, Lisa FourakerJanney Montgomery ScottRBC Wealth Management$17505-04-2017
David MossJanney Montgomery ScottWells Fargo Advisors$9004-24-2017
Noah Doyle, Charles Princiotto, Sean MartinJanney Montgomery ScottBank of America Merrill Lynch$15003-06-2017
Claudette Boudreaux, Rusty DennerJanney Montgomery ScottChapin Davis$10312-07-2016
Frank Hundley, Craig McGovernJanney Montgomery ScottBank of America Merrill Lynch$8812-02-2016
Roni ChaseJanney Montgomery ScottWells Fargo Advisors$8912-01-2016
Ken Griffen, Paul Vaida, Royden Grimm, Barry Saluk, Jared BloxsomJanney Montgomery ScottBank of America Merrill Lynch$80010-10-2016
Michael Dadko Janney Montgomery ScottUBS Financial Services$11209-22-2016
Peter MeizelsJanney Montgomery ScottStifel Nicolaus & Co.$7207-15-2016
Chris GolesJanney Montgomery ScottWells Fargo Advisors$9806-23-2016
Ken SarpuJanney Montgomery ScottWells Fargo Advisors$11606-16-2016
Hans UnderdahlJanney Montgomery ScottRBC Wealth Management$9305-04-2016
Hugh Lantz, Michael GochenourJanney Montgomery ScottWells Fargo Advisors$19604-22-2016
Jeff Mossbarger, Drew Deimling, Chris MolerJanney Montgomery ScottWells Fargo Advisors$18804-20-2016
Dave BerrettaJanney Montgomery ScottMBSC Securities$9004-15-2016
Michael Porter, Jeffrey LambertJanney Montgomery ScottMorgan Stanley Wealth Management$23903-31-2016
Peter AdcroftJanney Montgomery ScottUBS Financial Services$10303-23-2016
Laurence M. Braunstein, Jordan BraunsteinJanney Montgomery ScottMorgan Stanley Wealth Management$005-13-2015
J. Todd Pauliny, Michael StewartJanney Montgomery ScottRBC Wealth Management$004-01-2015
Daniel HonanJanney Montgomery ScottBank of America Merrill Lynch$001-02-2015
Michael A. CoraggioJanney Montgomery ScottBB&T Securities$11509-03-2014
Michael P. ReeseJanney Montgomery ScottStifel Nicolaus & Co.$008-28-2014
Martin LutschaunigJanney Montgomery ScottBank of America Merrill Lynch$25003-19-2014
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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.