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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
Kyle GearhartRaymond JamesBank of America Merrill Lynch$30003-06-2014
Gregory E. Kibler, Robert K. HassmannSummit Brokerage ServicesMML Investors Services$5902-19-2014
David Rodrigo, Jason GoldbergRaymond JamesWells Fargo Advisors$10102-18-2014
Joseph W. MoyerNational PlanningLPL Financial$6001-24-2014
Jennifer Daniels, Karen LevyMorgan Stanley Wealth ManagementBank of America Merrill Lynch$15112-11-2013
Joshua WeilandStifel Nicolaus & Co.Robert W. Baird & Co.$13808-21-2013
Savage and AssociatesRoyal AllianceWalnut Street Securities$1,40007-10-2013
Thomas J. Addessi, Michael A. RossoBenjamin F. Edwards & Co.Wells Fargo Advisors$006-28-2013
The Bishoff Financial GroupProspera Financial ServicesLPL Financial$13006-07-2013
Stephen J. FishUBS Financial ServicesHilliard Lyons$47506-05-2013
Dan Lamacchia CFP, Benjamin F. Edwards & Co.Wells Fargo Advisors$004-16-2013
Mark Pentella, Jessica Palmer Morgan Stanley Wealth ManagementBank of America Merrill Lynch$12504-02-2013
Sherri Stansbury, Carey StansburyRoyal AllianceNext Financial$23512-14-2012
Vince Costanzo, Rex MackMorgan Stanley Wealth ManagementBank of America Merrill Lynch$11512-03-2012
Brant Giere, Lisa SzucsMorgan Stanley Wealth ManagementBank of America Merrill Lynch$21012-03-2012
Myron T. BarkerUBS Financial ServicesBank of America Merrill Lynch$20008-30-2012
Mike Fink, Will Bach, Brad Drager, Emilie TheriotRaymond JamesMorgan Stanley Wealth Management$60005-01-2012
David LoweAmeriprise FinancialBank of America Merrill Lynch$8803-22-2012
Christopher Zich, Kenneth Fruehauf, Thomas Buhl, Keeland HoweWells Fargo AdvisorsUBS Financial Services$42401-24-2012
Steven Jung, Timothy Lysaght, Patrick Lysaght,LPL FinancialMorgan Keegan$18511-28-2011
Philip NobleMorgan Stanley Wealth ManagementLPL Financial$11611-22-2011
Bryan Jones, James WoodsMorgan Stanley Wealth ManagementBank of America Merrill Lynch$21011-15-2011
T. Gregory Naples, Chris NapleMorgan Stanley Wealth ManagementUBS Financial Services$10011-15-2011
Peter FerranteBenjamin F. Edwards & Co.Wells Fargo Advisors$010-28-2011
Michael ShortRaymond JamesWells Fargo Advisors$21610-25-2011
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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.