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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.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Robert 'Bob' Pehl, Lynne PehlRaymond JamesMorgan Stanley Wealth Management$26511-19-2014
Trenton K. Morton, Scott L. HitchcockRaymond JamesD.A. Davidson & Co.$29011-19-2014
Eric de Goldsmith-Rothschild Raymond JamesUBS Financial Services$12509-30-2014
Kenneth Compton, Susan Buchanon, Carl Salvato, Aileen AquiRaymond JamesWells Fargo Advisors$17008-29-2014
Robert A. ClaysonRaymond JamesWells Fargo Advisors$11508-29-2014
James L. Switzer, Eric M. CobbRaymond JamesMorgan Stanley Wealth Management$18008-25-2014
Barry SternRaymond JamesUBS Financial Services$10708-14-2014
Matthew Rogers, Mark Christopher NortonRaymond JamesUBS Financial Services$20008-04-2014
Christopher Fluehr, Jason Mamalis Raymond JamesWells Fargo Advisors$20007-18-2014
Gary Vescio, Brandon LevineRaymond JamesUBS Financial Services$10007-18-2014
Henry HauserRaymond JamesUBS Financial Services$60007-08-2014
Justin T. Adams, Stephen R. AdamsRaymond JamesSterne Agee & Leach$20006-27-2014
James M. Pucci (Jim), Jason Pucci, James C. Pucci (Jamie) Raymond JamesStifel Nicolaus & Co.$20006-25-2014
Robert Wood (Bob), Robert Wood, Jr., (Rob), Carlton BrownRaymond JamesWells Fargo Advisors$005-28-2014
Jeffery Tomaszewski, Gary A. RigbyRaymond JamesBank of America Merrill Lynch$28005-19-2014
Robert A. Leggett, James B. Tharin, Clint W. SorensonRaymond JamesWells Fargo Advisors; UBS Financial Services$20005-14-2014
Stephen R. BesseRaymond JamesMorgan Stanley Wealth Management$36005-12-2014
David Neunuebel, Lisa BarrantesRaymond JamesWells Fargo Advisors$8005-01-2014
Michael Cohen, Benjamin CohenRaymond JamesJ.P. Morgan Securities LLC$64004-08-2014
Nick Salvetti, A.J. Salvetti IIIRaymond JamesBank of America Merrill Lynch$21003-19-2014
David Huffman, Aimee BoggsRaymond JamesMorgan Stanley Wealth Management$18003-18-2014
Joanne Astle, Nick Astle, Mike Astle Raymond JamesBank of America Merrill Lynch$20003-12-2014
Luke Kuchenberg, Tyson RayRaymond JamesWells Fargo Advisors$22003-10-2014
Gene Marx, Catherine HunterRaymond JamesUBS Financial Services$22703-10-2014
Kyle GearhartRaymond JamesBank of America Merrill Lynch$30003-06-2014
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Showing 1 to 25 of 111 entries

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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.