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
Albert BergerWells Fargo AdvisorsJ.P. Morgan Securities LLC$10111-04-2016
Christine PaulLPL Financial J.P. Morgan Securities LLC$9809-13-2016
Dean WeaverAmeriprise FinancialUBS Financial Services$26108-26-2016
Wesley Lentz, Clinton VanLinder, Robert Amberg, Robert CampbellKestra FinancialTransamerica Financial Advisors$1,00007-29-2016
Chad Keim, Vince Little, Brian OswaldRaymond JamesLPL Financial$30007-28-2016
Bryan WieferichLPL Financial Waddell and Associates$5007-26-2016
Edward JonaitisLPL Financial VSR Financial Services$9707-22-2016
Matthew Brown, Michael BrownLPL Financial VSR Financial Services$35007-22-2016
Dewey D. Steffen, Michael P. Hartman, Carmela EastinRaymond JamesUBS Financial Services$15007-12-2016
Brigid MulroyCalton & AssociatesVSR Financial Services$5007-01-2016
Jason MurphyLPL FinancialJ.P. Morgan Securities LLC$11406-01-2016
William Connell, David MannWaddell and AssociatesWunderlich Securities$9005-17-2016
Peter MarshLPL FinancialHuntington Investments$16005-12-2016
Jason Holyszko, David Snider, Russell Wittkopp, Tammy MentelWells Fargo AdvisorsBank of America Merrill Lynch$16502-25-2016
Thomas BraleyWells Fargo AdvisorsBank of America Merrill Lynch$9502-18-2016
Jason CoutcherLPL FinancialFifth Third Securities$6812-02-2015
Susan GehlLPL FinancialJPMorgan Chase & Co.$7007-01-2015
Terrence J. Andrysiak, William H. Moeller, Jennifer Olsen, Dana Czmer, Adam Coselmon, Michael DrainvilleRaymond JamesMorgan Stanley Wealth Management$66506-10-2015
Robert Rinvelt, Roger DavidNFP Advisor Services GroupFSC Securities$18305-01-2015
James WalkerAmeriprise FinancialWells Fargo Advisors$5504-30-2015
William 'Bill' LukeAmeriprise FinancialWells Fargo Advisors$10204-30-2015
William D. BurkeLebenthal Wealth AdvisorsMorgan Stanley Wealth Management$001-15-2015
Mitchell R. McCannAmeriprise FinancialRaymond James$10711-03-2014
Brian Brice, Tim BriceMorgan Stanley Wealth ManagementBank of America Merrill Lynch$4,50009-08-2014
Thomas A. BraunLPL FinancialFifth Third Securities$1,20008-29-2014
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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.