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
Agustin De Estrada, Manuel LecourBolton Global CapitalJPMorgan Chase & Co.$20004-05-2017
Harmon Raymond JamesMorgan Stanley Wealth Management$10604-05-2017
Ashley Banks, Donna CarrollRaymond JamesBank of America Merrill Lynch$11203-22-2017
David Lum, Michael Piazza, Theresa McMastersRaymond JamesBank of America Merrill Lynch$22003-15-2017
Juliano de SouzaBank of America Merrill LynchBTG Pactual$20003-08-2017
Frank Hibbard, Amy RosaRaymond JamesMorgan Stanley Wealth Management$14002-21-2017
Angela Helmus-O'Brien, Travis Hadwin, Todd SeymourRaymond JamesMorgan Stanley Wealth Management$27002-21-2017
Todd HoffmanRaymond JamesMorgan Stanley Wealth Management$28002-21-2017
Anthony Trigona, Lawrence StateAmeriprise FinancialRaymond James$15002-17-2017
Brad Bersh, Terrence McCreanor, Dana MessinaAmeriprise FinancialMorgan Stanley Wealth Management$38502-03-2017
Michael SkowfoeHightower AdvisorsWells Fargo Advisors$1,00001-17-2017
Brad WeinmanMorgan Stanley Wealth ManagementBank of America Merrill Lynch$24001-13-2017
Kevin SmithAmeriprise FinancialUBS Financial Services$7401-12-2017
Paul Fischer, Larry NordmannRaymond JamesLPL Financial$11512-28-2016
Keith Epstein, Andrew OremlandRobert W. Baird & Co.Wells Fargo Advisors$24312-19-2016
Garth LurveyLPL Financial Suntrust Investment Services$5012-15-2016
John Solomon, Phil Greer, Bill Dukelow, Hamilton NealRaymond JamesWells Fargo Advisors$28812-14-2016
Steven LandwersiekLPL Financial Ameriprise Financial$5012-12-2016
Christian FelixBolton Global CapitalBank of America Merrill Lynch$12012-09-2016
David Fowler, Charles Helm, Edward Herrera, Diane WhittLPL Financial Voya Financial Advisors Partners$15011-18-2016
Joseph JiovenettaMorgan Stanley Wealth ManagementValmark Securities$13011-10-2016
Ed HeckerStifel Nicolaus & Co.UBS Financial Services$6011-10-2016
John Davis, Darla GreerLPL Financial Cetera$10011-07-2016
Todd SmilerLPL Financial Wells Fargo Advisors$5510-31-2016
Ken FurstMorgan Stanley Wealth ManagementStifel Nicolaus & Co.$28010-28-2016
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Showing 1 to 25 of 253 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.