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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.

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Wade WolfeBank of America Merrill LynchMorgan Stanley Wealth Management$30610-03-2014
Steven BullardBank of America Merrill LynchMorgan Stanley Wealth Management$11010-03-2014
Carolyn SandersonMorgan Stanley Wealth ManagementJ.P. Morgan Securities LLC$10010-01-2014
Nick Mueller, Darren AmerkanianRBC Wealth ManagementWells Fargo Advisors$8009-30-2014
Samuel A. AnnittoBenjamin F. Edwards & Co.Wells Fargo Advisors$009-11-2014
William B. Wolf, Ethan CollinsHightower AdvisorsBank of America Merrill Lynch$44009-02-2014
Daniel ColluccioWBI InvestmentsTD Wealth Management Services$008-25-2014
Scott CodacoviAmeriprise FinancialPark Avenue Securities$10008-04-2014
Len Clarizio, Tony Sciuto Ameriprise FinancialAmerican Portfolios$11408-04-2014
Lawrence Rudolph, Stanley LevineWells Fargo AdvisorsMorgan Stanley Wealth Management$25307-30-2014
Nick IppolitoVoya Financial Advisors PartnersWells Fargo Advisors$5106-04-2014
Ron NalvenInvestors CapitalRoyal Alliance$5205-09-2014
Albert Fox, Edward Penberthy, Joseph DehnMorgan Stanley Wealth ManagementBank of America Merrill Lynch$60003-27-2014
Vladislav Krubich, Tony MayoLPL FinancialAmeriprise Financial$002-19-2014
William J. DrakeStifel Nicolaus & Co.Wells Fargo Advisors$1,00001-27-2014
Lawrence J. ZellerInvestors CapitalRoyal Alliance$8901-17-2014
John Feast, Mary MarettWells Fargo AdvisorsJanney Montgomery Scott$10612-11-2013
Kevin Farrell, John AngiulliAmeriprise FinancialPNC Investments $16012-02-2013
Craig FrenchWBI InvestmentsLasair Capital$2,40010-29-2013
Robert Finan, Anthony LaFonteMorgan Stanley Wealth ManagementBank of America Merrill Lynch$40009-20-2013
Robert A. Bezzone, Joseph MarottaBank of America Merrill LynchWells Fargo Advisors$13909-05-2013
Eric A. ZakarinWells Fargo AdvisorsMorgan Stanley Wealth Management$26109-03-2013
David J. KarpBenjamin F. Edwards & Co.Wells Fargo Advisors$009-03-2013
John F. RasweilerUBS Financial ServicesMorgan Stanley Wealth Management$4,80008-21-2013
Elaina S. SpiloveUBS Financial ServicesMorgan Stanley Wealth Management$2,50008-02-2013
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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.