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.

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jim MurrayWells Fargo AdvisorsU.S. Trust Bank of America Private Wealth Management$66303-18-2016
Jason Holyszko, David Snider, Russell Wittkopp, Tammy MentelWells Fargo AdvisorsBank of America Merrill Lynch$16502-25-2016
Ron Medaris, Chris GerrishWells Fargo AdvisorsUBS Financial Services$002-25-2016
John McCauleyWells Fargo AdvisorsDeutsche Bank$002-25-2016
Noel Culberson, Kristy TochiharaWells Fargo AdvisorsMorgan Stanley Wealth Management$18602-18-2016
Shahab MoradianWells Fargo AdvisorsMorgan Stanley Wealth Management$5002-18-2016
Steven CollinsWells Fargo AdvisorsRaymond James$13202-18-2016
Geoffrey GatlinWells Fargo AdvisorsRaymond James$16902-18-2016
Thomas BraleyWells Fargo AdvisorsBank of America Merrill Lynch$9502-18-2016
Brian J. TerryWells Fargo AdvisorsUBS Financial Services$11509-24-2015
Ronald Perry, John Perry, Robin JohnsonWells Fargo AdvisorsMorgan Stanley Wealth Management$30009-11-2015
Christopher HillWells Fargo AdvisorsJPMorgan Chase & Co.$2,00009-03-2015
Jonathan Schlackman, Alan Weintraub, Joshua ZamatWells Fargo AdvisorsMorgan Stanley Wealth Management$70008-26-2015
Jane Drew, Katherine DrewWells Fargo AdvisorsBank of America Merrill Lynch$27808-07-2015
Timothy Pester Wells Fargo AdvisorsKey Private Bank$10008-07-2015
Nick BorgfeldtWells Fargo AdvisorsMorgan Stanley Wealth Management$17607-17-2015
Doug WaltersWells Fargo AdvisorsJanney Montgomery Scott$20207-02-2015
Charles Guilbault Wells Fargo AdvisorsBank of America Merrill Lynch$10007-02-2015
Richard J. Bernstein Wells Fargo AdvisorsMorgan Stanley Wealth Management$42507-01-2015
Larry Pulliam, Jeff KerriganWells Fargo AdvisorsUBS Financial Services$16506-30-2015
Ellen ClearyWells Fargo AdvisorsMorgan Stanley Wealth Management$16806-26-2015
Jeremy Strickler, Robin ErnstWells Fargo AdvisorsRaymond James$13905-04-2015
Munther "Mike" Abdallah, Rick SofiakWells Fargo AdvisorsMorgan Stanley Wealth Management$10005-01-2015
Dennis P. BarbaWells Fargo AdvisorsUBS Financial Services$17505-01-2015
Mitchell Rask, Christopher Rask, Jane MillerWells Fargo AdvisorsMorgan Stanley Wealth Management$24404-17-2015
Next Page »

Showing 1 to 25 of 231 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10

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.