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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
Don d'Adesky, W. Kristopher Lemke, Matthew Cicero, Jose Cabrera Sr., Kevin Gourrier, Ryan WeberRaymond JamesMorgan Stanley Wealth Management$2,40006-03-2015
Lee Turmail, Jesse MilesWells Fargo AdvisorsMorgan Stanley Wealth Management$12005-12-2015
Jimena HailsMorgan Stanley Wealth ManagementHSBC Private Bank$20005-08-2015
Mark LaFlammeUnited CapitalBank of America Merrill Lynch$10004-30-2015
Steven M. PolkWells Fargo AdvisorsEdward Jones$10604-23-2015
James R. RubintonRBC Wealth ManagementUBS Financial Services$10604-22-2015
Dustin A. SmithRBC Wealth ManagementUBS Financial Services$18304-22-2015
Peter Chapman, Michael Cardwell, Patrick Fazio, Juan E. PapadopulosRaymond JamesWells Fargo Advisors$17504-21-2015
David W. LewisMorgan Stanley Wealth ManagementBank of America Merrill Lynch$25004-15-2015
Jeffrey J. TompkinsBank of America Merrill LynchDeutsche Bank$16004-06-2015
John RojasAmeriprise FinancialWells Fargo Advisors$7004-02-2015
John P. Lipari, Richard P. Ribek, Elizabeth CarterRaymond JamesMorgan Stanley Wealth Management$25003-20-2015
Robert J. Debbs, Frederick J. Shapiro, Steven F. Colamarino, Albert David Hutzler IIIBank of America Merrill LynchUBS Financial Services$50003-09-2015
William Diener, Andrew LennerSummit Brokerage ServicesMorgan Stanley Wealth Management$6502-20-2015
Brian CaseyAmeriprise FinancialMorgan Stanley Wealth Management$7702-09-2015
Rob TorringtonRaymond JamesUBS Financial Services$10301-28-2015
Mahmoud El AwadiBank of America Merrill LynchMorgan Stanley Wealth Management$5001-26-2015
Luigi MazzaRaymond JamesMorgan Stanley Wealth Management$8501-22-2015
Raymond E. Ifert, Lorraine M. FaedoRaymond JamesBNY Mellon$85001-06-2015
Steven ScaliciUBS Financial ServicesBank of America Merrill Lynch$10311-21-2014
Douglas TwohillUBS Financial ServicesBank of America Merrill Lynch$24011-21-2014
Todd D. WatsonRBC Wealth ManagementWells Fargo Advisors$11611-04-2014
Michael Zalkind, John WilliamsMorgan Stanley Wealth ManagementJPMorgan Chase & Co.$17510-24-2014
Robert BennettBank of America Merrill LynchUBS Financial Services$10810-03-2014
Eric de Goldsmith-Rothschild Raymond JamesUBS Financial Services$12509-30-2014
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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.