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
Akira KidoBank of America Merrill LynchMorgan Stanley Wealth Management$16009-16-2016
Joseph Long, Brian SchneiweissStifel Nicolaus & Co.Bank of America Merrill Lynch$50009-06-2016
Harry Lewkowitz, Jeggrey GersenBank of America Merrill LynchUBS Financial Services$50008-04-2016
Jeffrey SchoenfeldBank of America Merrill LynchUBS Financial Services$25008-04-2016
Peter MeizelsJanney Montgomery ScottStifel Nicolaus & Co.$7207-15-2016
William Lloyd, Andrew Means, Peter WillseaStifel Nicolaus & Co.Bank of America Merrill Lynch$65507-07-2016
Michael GimlinAmeriprise FinancialNational Planning$11707-01-2016
Lisa RossiLPL FinancialNational Planning$6006-28-2016
Jason CurtisLPL FinancialEdward Jones$5006-13-2016
Amanda BarclayBank of America Merrill LynchJ.P. Morgan Securities LLC$24406-06-2016
LaRue GibsonHightower AdvisorsBank of America Merrill Lynch$30006-06-2016
Bob Coombs, Anthony OrtizWells Fargo AdvisorsLPL Financial$17606-03-2016
Rick DavidsonJefferiesMorgan Stanley Wealth Management$25805-24-2016
Kelly OlczakLPL FinancialEdward Jones$11005-23-2016
Ellen LanderLPL FinancialKestra Financial$2,50005-13-2016
Joseph HubbellSnowden Lane PartnersBank of America Merrill Lynch$10005-13-2016
Heather Alexander, Ian Baker, Denzil Dias, Paul Etra, Marc Harary, Ralph Hochuli, Christopher Kolba, Daniel NessimLPL FinancialAmeritas Investment Corp$35005-05-2016
Salvatore Pitti, Matthew PittiWells Fargo AdvisorsMorgan Stanley Wealth Management$20005-03-2016
Anil SinghLPL FinancialJ.P. Morgan Securities LLC$26005-02-2016
Victor Solis, Daniel ZlotnickLPL FinancialKestra Financial$10005-02-2016
William Browne, Marc Zupicich Wells Fargo AdvisorsMorgan Stanley Wealth Management$35005-02-2016
Brad Konopaske, Paul PaskaCeteraEmpire Asset Management Group$20004-20-2016
John Gatto, Kenneth Gatto, Matthew Hughes Bank of America Merrill LynchMorgan Stanley Wealth Management$67504-18-2016
Marc Karstaedt Bank of America Merrill LynchMorgan Stanley Wealth Management$14704-18-2016
Dave BerrettaJanney Montgomery ScottMBSC Securities$9004-15-2016
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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.