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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.

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Adam LeapleyMorgan Stanley Smith BarneyChase Investment Services$20501-28-2011
Alissa N. CarlossMorgan Stanley Smith BarneyStifel Nicolaus & Co.$13505-07-2013
Angel ColinaMorgan Stanley Smith BarneyWells Fargo Advisors$24008-20-2012
Art Martin, Wade Martin, John RizzoMorgan Stanley Smith BarneyUBS Financial Services$35008-20-2010
Arturo Perret-GentilMorgan Stanley Smith BarneyUBS Financial Services$10706-14-2011
Benjamin Kusner, Steven Berner, William Hanrahan, Shane MeyerMorgan Stanley Smith BarneyUBS Financial Services$18411-11-2010
Benjamin WooMorgan Stanley Smith BarneyCharles Schwab$14007-13-2010
Blane HammerMorgan Stanley Smith BarneyUBS Financial Services$12007-18-2012
Brad NettuneMorgan Stanley Smith BarneyUBS Financial Services$50011-03-2011
Brad RudeMorgan Stanley Smith BarneyWells Fargo Advisors$12902-23-2012
Bradley HareMorgan Stanley Smith BarneyEdward JonesN/A05-04-2010
Brandon HuntMorgan Stanley Smith BarneyBank of America Merrill Lynch$9109-08-2011
Brandon OliverMorgan Stanley Smith BarneyBank of America Merrill Lynch$9003-23-2010
Brant Giere, Lisa SzucsMorgan Stanley Smith BarneyBank of America Merrill Lynch$21012-03-2012
Brent Henry, Dustin Colebank, Mike HudsonMorgan Stanley Smith BarneyBank of America Merrill Lynch$23007-17-2012
Bryan Jones, James WoodsMorgan Stanley Smith BarneyBank of America Merrill Lynch$21011-15-2011
Bryan SchonMorgan Stanley Smith BarneyChase Investment Services$20511-06-2012
Bryce KennyMorgan Stanley Smith BarneyCredit Suisse Wealth Services$47503-23-2012
Carlos Van Maanen, Carlos StolkMorgan Stanley Smith BarneyUBS Financial Services$27001-26-2010
Cheryl YoungMorgan Stanley Smith BarneyRaymond James$22110-31-2012
Chris Wallace, Sarah EhrlichMorgan Stanley Smith BarneyMorgan KeeganN/A12-15-2011
Christopher Agnew, Gary Hewitt, Darrell HenricksenMorgan Stanley Smith BarneyBank of America Merrill Lynch$30008-20-2012
Clovis Martin, Edward Jordan, Antonio AlmarazMorgan Stanley Smith BarneyWells Fargo Advisors$20001-11-2012
Craig Greenberg, Joseph McDermottMorgan Stanley Smith BarneyUBS Financial Services$14401-31-2011
David Gordon, Kirsten GordonMorgan Stanley Smith BarneyWells Fargo Advisors$30004-02-2013
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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.