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
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
Terry Sawchuk, Bill LangensteinNFP Advisor Services GroupSII Investments$15508-18-2014
Gary Haapala, Carol Sewell, Charles Waterhouse, James WinslowArbor Trust Wealth AdvisorsUnited Bank & Trust$35008-05-2014
John Bueno, John Raetz, Noah RobinsonWells Fargo AdvisorsJ.P. Morgan Securities LLC$1,50005-29-2014
Karen BurchVoya Financial Advisors PartnersNewbridge Securities$5004-25-2014
Jeffrey M. FratarcangeliWells Fargo AdvisorsBank of America Merrill Lynch$42403-28-2014
Matthew G. Bishop, Ralph A. Brozzo, Dana L. GibbsBenjamin F. Edwards & Co.Wells Fargo Advisors$010-15-2013
Wayne MaierSecurities AmericaNational Planning$41409-20-2013
Kelley F. Snook, Jr.LPL FinancialNorthstar Financial$4,30008-30-2013
Paul E. HouseyLPL FinancialNorthstar Financial$7807-01-2013
Diana Freeburg, Daniel Hornblower, Paul DeRocheUBS Financial ServicesBank of America Merrill Lynch$27005-31-2013
Donnel M. DickersonSecurities Service NetworkWalnut Street Securities$10005-15-2013
Peter R. Benington, Steven C. Benington, Steven R. CrossBank of America Merrill LynchMorgan Stanley Wealth Management$24005-15-2013
Eric Whipple, Stephen CooperWells Fargo AdvisorsMorgan Stanley Wealth Management$19503-08-2013
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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.