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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
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
Scott Sides, Josh Smeltzer, Brock Hively, Thomas McCracken, Denise PotterRBC Wealth ManagementMorgan Stanley Wealth Management$33004-19-2012
Scott Karkenny, Alex Karkenny, Teresa VeroneRBC Wealth ManagementMorgan Stanley Wealth Management$16503-29-2012
George Feneis, Paul C. GranitoRBC Wealth ManagementMorgan Stanley Wealth Management$35002-22-2012
Roger MolatoreRBC Wealth ManagementMorgan Stanley Wealth Management$12202-10-2012
Bob Iglehart, Gabriel Aguirre, Ryan Wilson,, Courtney HershbergerRBC Wealth ManagementBank of America Merrill Lynch$28008-26-2011
Glenn Pahnke, Mark Ackel, Kay Kulbeth, Mona Johnson, Kerry PatelRBC Wealth ManagementRobert W. Baird & Co.$30002-25-2011
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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.