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
Joseph DiVestea, Mark Mezzone, Maureen Macomber, Michael RodriguezRaymond JamesBank of America Merrill Lynch$30011-08-2016
Michael MahoneySnowden Lane PartnersMorgan Stanley Wealth Management$6411-07-2016
Randy PowersStifel Nicolaus & Co.Morgan Stanley Wealth Management$20810-21-2016
Vincent MartinoLPL Financial HSBC Private Bank$7009-19-2016
Larry Natale, Mark Johnson & Dino JohnsonSteward Partners Global AdvisoryWells Fargo Advisors$16009-16-2016
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
Arnold FeldmanLPL Financial Bank of America Merrill Lynch$5008-31-2016
Michael AndriaccioAmeriprise FinancialCetera$7808-26-2016
Todd Slingerland, Adam NearyLPL FinancialVoya Financial Advisors$65008-19-2016
Matthew GilmoreLPL Financial MML Investors Services$8008-15-2016
Brancaccio William, Byrke SestokLPL Financial MetLife Securities$6008-08-2016
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
Next Page »

Showing 1 to 25 of 234 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10

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.