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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
Charles "Chip" PisoniRBC Wealth ManagementBank of America Merrill Lynch$25009-16-2014
Jesse BengtsonRBC Wealth ManagementBank of America Merrill Lynch$23009-11-2014
Adam R. RosenzweigRBC Wealth ManagementMorgan Stanley Wealth Management$10008-29-2014
Roger J. RathRBC Wealth ManagementJanney Montgomery Scott$24508-11-2014
Peter ClearyRBC Wealth ManagementUBS Financial Services$13006-13-2014
Seymour Krinsky, Ken Eidson, Kyle Doege RBC Wealth ManagementWells Fargo Advisors$35005-02-2014
Ileana D. PlattRBC Wealth ManagementBarclays Wealth$24004-04-2014
Tim Marwill, Eric WittekRBC Wealth ManagementMorgan Stanley Wealth Management$002-12-2014
John J. Riffle, Patrick Easter, Terry Sherman, Michael RocheRBC Wealth ManagementMorgan Stanley Wealth Management$002-12-2014
James P. LeslieRBC Wealth ManagementWells Fargo Advisors$14002-03-2014
Katie ClarkRBC Wealth ManagementBank of America Merrill Lynch$15001-31-2014
Melanie FolstadRBC Wealth ManagementBank of America Merrill Lynch$11001-31-2014
Kelly D. KerrRBC Wealth ManagementUBS Financial Services$11501-23-2014
Thomas Smith, Dana Falco, Mel LoveladyRBC Wealth ManagementCovenant Multi Family$20001-06-2014
David Weigel, Steven DiminoRBC Wealth ManagementMorgan Stanley Wealth Management$17012-13-2013
Philip S. Hammitt, Jonathan Resin RBC Wealth ManagementBank of America Merrill Lynch$50010-10-2013
Nils ClarkRBC Wealth ManagementWells Fargo Advisors$10010-09-2013
Ira H. Mark, Michael BergerRBC Wealth ManagementMorgan Stanley Wealth Management$1,00010-09-2013
Stanley CrisciRBC Wealth ManagementRaymond James$14009-13-2013
Russel Sherred, Pamela Pasterick, Ken Kuska, Kathleen Corrales, Matthew LawrenceRBC Wealth ManagementMorgan Stanley Wealth Management$38003-28-2013
David Evans, Nepeta Godec, Patty EckelberryRBC Wealth ManagementBank of America Merrill Lynch$17710-03-2012
Scott Robinson, Christian ReuterRBC Wealth ManagementBank of America Merrill Lynch$25009-05-2012
Don C. Reynolds IIRBC Wealth ManagementRaymond James$10005-17-2012
Gene Theobald, Otho Evans, Teresa CastilloRBC Wealth ManagementMorgan Stanley Wealth Management$33004-24-2012
Tim HudnallRBC Wealth ManagementMorgan Stanley Wealth Management$9004-24-2012
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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.