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
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
LaRue GibsonHightower AdvisorsBank of America Merrill Lynch$30006-06-2016
Amanda BarclayBank of America Merrill LynchJ.P. Morgan Securities LLC$24406-06-2016
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
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
Stephen DemaioLPL FinancialAllstate Financial Services, LLC$8004-12-2016
Michael SauerbornSteward Partners Global AdvisoryBank of America Merrill Lynch$32504-07-2016
David WeigandLPL FinancialM&T Securities$11803-28-2016
Scott Fitzgerald, Tim Allen, Frank MaranoRoyal AllianceVanderbilt Securities$17003-22-2016
Eric BeileySteward Partners Global AdvisoryMorgan Stanley Wealth Management$57003-04-2016
Scott Edwards, George Kursar, Michael OcchiutoRBC Wealth ManagementJefferies$002-02-2016
Lorayne Fiorillo, Frank Pranio, Anna PaczesRaymond JamesWells Fargo Advisors$23501-08-2016
Larry DeNoia, Daniel Giaimo, Joseph Kelly, Patrick LennonLPL FinancialNFP Advisor Services Group$20012-11-2015
Richard Zinman, Anthony Dertouzos, John MorenoMorgan Stanley Wealth ManagementCredit Suisse Wealth Services$5,00011-23-2015
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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.