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.

Results filtered by
Adviser(s) Firm joining Firm leaving AUM ($M) Date
Mark PojednicRaymond JamesWells Fargo Advisors$19405-11-2017
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
Jay Canell, Neil Canell, Justin DemboJ.P. Morgan Securities LLCMorgan Stanley Wealth Management$1,00004-11-2017
Andrew LeBlancBruderman BrothersBank of America Merrill Lynch$30003-31-2017
Michael GermanoRaymond JamesCitigroup$10003-16-2017
David Bushnell, Anthony Tomasula, Robin TomasulaLPL Financial MML Investors Services$55003-10-2017
Noah Doyle, Charles Princiotto, Sean MartinJanney Montgomery ScottBank of America Merrill Lynch$15003-06-2017
Michelle BeginaSnowden Lane PartnersMorgan Stanley Wealth Management$40003-03-2017
Joel Talish, John BuffaHightower AdvisorsWells Fargo Advisors$1,00002-01-2017
Larry Rothenberg, Shaun Van Vliet, David FarberFirst Republic SecuritiesBank of America Merrill Lynch$1,30001-20-2017
Brandon HaaseRaymond JamesRBC Wealth Management$9801-20-2017
Alexandra KochRaymond JamesMorgan Stanley Wealth Management$9801-20-2017
Ira Friedman, Andrew SallisMorgan Stanley Wealth ManagementBank of America Merrill Lynch$36001-20-2017
Stephen LuzKestra FinancialJ.P. Morgan Securities LLC$13001-19-2017
Adam SchurBank of America Merrill LynchMorgan Stanley Wealth Management$85001-13-2017
Gregory AloisioAmeriprise FinancialWells Fargo Advisors$10312-19-2016
Dennis SurmanekWells Fargo AdvisorsBank of America Merrill Lynch$7212-07-2016
Michael RussoWells Fargo AdvisorsBank of America Merrill Lynch$12512-07-2016
Michael FisherAmeriprise FinancialWells Fargo Advisors$19312-05-2016
Bruce CoteLPL Financial M&T Securities$6511-16-2016
Paul KupchokLPL Financial MML Investors Services$23011-09-2016
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Showing 1 to 25 of 263 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.