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
Michael MuehlWells Fargo Advisors Financial NetworkMorgan Stanley Wealth Management$18010-11-2017
Bernard SuissaWells Fargo Advisors Financial NetworkMorgan Stanley Wealth Management$19310-11-2017
Thomas MelohnUBS Financial ServicesMorgan Stanley Wealth Management$20009-29-2017
Joseph CaselleUBS Financial ServicesBank of America Merrill Lynch$25009-29-2017
Robert BaileyLPL FinancialJPMorgan Chase & Co.$6109-25-2017
Ronald ScottLPL FinancialBank of America Merrill Lynch$23108-31-2017
Robert FarmerLPL FinancialWells Fargo Advisors$19208-31-2017
James Carbonell, Matthew Forrey, Amy CaffeseRBC Wealth ManagementWells Fargo Advisors Financial Network$36508-30-2017
Phil NguyenAmeriprise FinancialPurshe Kaplan Sterling Investments$17908-25-2017
Gabriella LundqvistLPL FinancialEdward Jones$7108-21-2017
Gabriella Lundqvist, Daniel PoppersGolden State Wealth ManagementEdward Jones$6008-14-2017
Amir Navab, Bradley Finnigan and Shamya UllahRBC Wealth ManagementMorgan Stanley Wealth Management$26908-10-2017
Bradley C. BarnesPurshe Kaplan Sterling InvestmentsMorgan Stanley Wealth Management$20007-28-2017
Joseph EschlemanDynasty Financial PartnersWells Fargo Advisors Financial Network$25007-26-2017
Stephanie Karpow, Robert LesterAmeriprise FinancialMSI Financial Services$15607-20-2017
Matthew Celenza, Shannon McLaughlin, Andrea Shieh, Andrew AielloDynasty Financial PartnersBank of America Merrill Lynch$1,00007-11-2017
Craig BrooksLPL FinancialSecurities America$5207-07-2017
Stan Leavitt, David Pratt, Rachael MortonAmeriprise FinancialBank of America Merrill Lynch$46307-07-2017
Jordan Varela, Raquel ReynoldsWells Fargo AdvisorsBank of America Merrill Lynch$30007-07-2017
Paul Zambriski, Tyler PolsonWells Fargo AdvisorsBank of America Merrill Lynch$29006-30-2017
Danielle Ambrose, Diane HirschornFirst Republic SecuritiesBank of America Merrill Lynch$70006-30-2017
David J. AndersonWells Fargo AdvisorsBank of America Merrill Lynch$13806-29-2017
Bob Gehlen, Dave MuchaFirst Republic SecuritiesUBS Financial Services$60006-23-2017
Paul SiroisLaSalle St. SecuritiesSecurities America$5006-13-2017
Patrick Guinet, Hung Nguyen, Casey BartelsGuardian Financial PartnersWells Fargo Advisors$18005-24-2017
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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.