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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.

Results filtered by
Adviser(s) Firm joining Firm leaving AUM ($M) Date
James CrossonVoya Financial AdvisorsInvestors Capital$16703-10-2015
Joseph P. MontanaCCR Wealth ManagementAlliance Benefit Group$009-16-2014
Bruce LedouxJ.P. Morgan Securities LLCMorgan Stanley Wealth Management$009-11-2014
Robert A. ClaysonRaymond JamesWells Fargo Advisors$11508-29-2014
Tara Rice, Amanda HancockCeteraHMS Financial Group, Raymond James$008-04-2014
Peter ClearyRBC Wealth ManagementUBS Financial Services$13006-13-2014
Travis Tucker, Donald Brusca, Stacy BazylinskiSteward Partners Global AdvisoryRPG Family Wealth Advisory $12006-02-2014
David Clayman, Francesca FedericoTwelve Points Wealth ManagementMorgan Stanley Wealth Management$10006-02-2014
Rick PignoneSteward Partners Global AdvisoryMorgan Stanley Wealth Management$24002-26-2014
Keith Havalotti, Gerald Bonner, Jeanine BerattaInvestors CapitalMetLife Securities$5001-14-2014
Matthew Cunningham, Erik WilliamsLPL FinancialPark Avenue Securities$012-04-2013
Stephen Ruvituso, Lee Konopka, Robert Matluck, Todd Stankiewicz Bank of America Merrill LynchUBS Financial Services$1,00010-03-2013
Leigh B. HurdCrestwood AdvisorsU.S. Trust Bank of America Private Wealth Management$20006-17-2013
Philip J. Weber Jr.Wells Fargo AdvisorsBank of America Merrill Lynch$12906-17-2013
Norman G. HowarthAmeriprise FinancialLPL Financial$19504-29-2013
Melody FotiWells Fargo AdvisorsMorgan Stanley Wealth Management$12403-15-2013
Mark W. TeedRaymond JamesWells Fargo Advisors$22510-25-2012
Dan Chabott, Michael Ingenito, Terry Seely, Robert Kelly, Richard DarrowInvestors CapitalRoyal Alliance$6509-10-2012
Kenneth Fortini, Ralph E. Labriola, Nicholas J. DiMennaStifel Nicolaus & Co.Wells Fargo Advisors$10808-01-2012
Ted Dickinson, Maureen GoddardTransamerica Financial AdvisorsMoney Concepts$2505-14-2012
Michele ColarussoAmeriprise FinancialLPL Financial$6503-22-2012
Ilan SegevMorgan Stanley Wealth ManagementCredit Suisse Wealth Services$19103-15-2012
Keith Long, Joseph Reilly, Jason DevitoMorgan Stanley Wealth ManagementBank of America Merrill Lynch$38503-15-2012
Devin CondronMorgan Stanley Wealth ManagementBank of America Merrill Lynch$83003-06-2012
Kenneth Hoffman, Richard Steinberg, Jordan WaxmanHightower AdvisorsBank of America Merrill Lynch$1,40003-04-2012
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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.