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 S. Gilman, Robert Kushel, Jed A Morton and David StanfordJPMorgan Chase & Co.Morgan Stanley Wealth Management$1,60010-25-2017
Frederic ShibelStifel Nicolaus & Co.Morgan Stanley Wealth Management$12510-23-2017
Stuart Paris, Michael ParisCommonwealth Financial NetworkNational Planning$1,30010-16-2017
Marc SchachtmanHightower AdvisorsJPMorgan Chase & Co.$50010-04-2017
Ian DietzLPL FinancialMorgan Stanley Wealth Management$7009-08-2017
Marguerite KircherJanney Montgomery ScottWellington Sheilds$11909-08-2017
John Hardiman, William LeppingJanney Montgomery ScottBank of America Merrill Lynch$7708-30-2017
Ruben Lerner, Manuel UrangaBolton Global CapitalMorgan Stanley Wealth Management$55008-29-2017
Christopher WalkleyJanney Montgomery ScottMorgan Stanley Wealth Management$10708-22-2017
Christopher Walkley Morgan Stanley Wealth ManagementJanney Montgomery Scott$10608-22-2017
Peter ZagrobelnyLPL FinancialCitigroup$9308-14-2017
Keith Bock, Mark Downey, Jason Peterson, Janet EmhofRaymond JamesWells Fargo Advisors$30008-03-2017
Todd Kissel, Joshua Pasahow, Ida Ng, John RiveraRaymond JamesMorgan Stanley Wealth Management$50008-02-2017
Dean Dipierro, Scott LoprestiLPL FinancialAmeritas Investment Corp$16507-17-2017
Steven LibovRaymond JamesJanney Montgomery Scott$9006-16-2017
Joseph Gabriele, Paul Vasady-KovacsBank of America Merrill LynchUBS Financial Services$1,00006-02-2017
Ethan AssoulineBolton Global CapitalHSBC Private Bank$29205-17-2017
Mark PojednicRaymond JamesWells Fargo Advisors$19405-11-2017
Chris Rosamond, Arthur PatersonWilliam Blair & Co.Bank of America Merrill Lynch$20005-08-2017
Joseph QuinnLPL FinancialNational Securities$8804-28-2017
Ira Katz, Daniel McNicholas, John Scala, Bryce WilinskiLPL Financial Bank of America Merrill Lynch$42004-28-2017
Tracey Schusterman, Rosa MazzoneRBC Wealth ManagementUBS Financial Services$37504-21-2017
Christopher ApgarMorgan Stanley Wealth ManagementWells Fargo Advisors$31804-21-2017
Thomas Volpini, Derek BockHightower AdvisorsWells Fargo Advisors$17504-19-2017
Andrew HartDynasty Financial PartnersNext Capital Management$75004-17-2017
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Showing 1 to 25 of 285 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.