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
Michael GermanoRaymond JamesCitigroup$10003-16-2017
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
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
Joseph DiVestea, Mark Mezzone, Maureen Macomber, Michael RodriguezRaymond JamesBank of America Merrill Lynch$30011-08-2016
Anthony O'Connor, Leo O'Connor LPL Financial Lincoln Investment Planning$14711-07-2016
Michael MahoneySnowden Lane PartnersMorgan Stanley Wealth Management$6411-07-2016
Joseph Franklin, Sean FranklinLPL Financial NYLIFE Securities$5010-27-2016
Randy PowersStifel Nicolaus & Co.Morgan Stanley Wealth Management$20810-21-2016
Amal BenbrahimLPL Financial Wells Fargo Advisors$5110-14-2016
Vincent MartinoLPL Financial HSBC Private Bank$7009-19-2016
Larry Natale, Mark Johnson & Dino JohnsonRaymond JamesWells Fargo Advisors$16009-16-2016
Akira KidoBank of America Merrill LynchMorgan Stanley Wealth Management$16009-16-2016
Joseph Long, Brian SchneiweissStifel Nicolaus & Co.Bank of America Merrill Lynch$50009-06-2016
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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.