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.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Steve Myatt Stifel Nicolaus & Co.Wells Fargo Advisors$28910-12-2016
Martin Enriquez, Miguel CortinaMorgan Stanley Wealth ManagementBank of America Merrill Lynch$60010-05-2016
Rick Brown, Grant Brown360 Wealth ManagementLPL Financial$6009-29-2016
Sam Rodriguez360 Wealth ManagementJ.P. Morgan Securities LLC$6609-26-2016
Phillip Friesen, Chuck Crowson, John Friesen, Greg Bowman, Josh Zeleskey, Karen Ronaghan, Bonnie McKinneyRBC Wealth ManagementMorgan Stanley Wealth Management$1,00008-30-2016
John McIntyreRBC Wealth ManagementWells Fargo Advisors$10008-23-2016
Ronald ButlerRaymond JamesCetera$40608-02-2016
Mark Southwell, Bill Martin, Sam DicksonRaymond JamesMorgan Stanley Wealth Management$18007-26-2016
MF Long IICalton & AssociatesVSR Financial Services$6007-01-2016
James Earl Webb 360 Wealth ManagementEdward Jones$9506-17-2016
Zachariah Zuhdi, Erich CansecoMorgan Stanley Wealth ManagementJPMorgan Chase & Co.$20006-01-2016
Jill SlaytonWoodburySlayton Wealth Management $6305-24-2016
Paul Hutton WoodburyHutton Financial Advisors$7305-24-2016
Pradeep GokhaleAmeriprise FinancialBank of America Merrill Lynch$7505-20-2016
Luisa EhrigLPL FinancialEdward Jones$10005-09-2016
John Bailey360 Wealth ManagementLPL Financial$6105-04-2016
Michael GarofaloAmeriprise FinancialVoya Financial Advisors$7504-29-2016
Robert Gorman Wells Fargo AdvisorsBank of America Merrill Lynch$10004-29-2016
Andrew SharpLPL FinancialCharles Schwab$34104-27-2016
Kristy McGee, Jennifer DayoubRaymond JamesMorgan Stanley Wealth Management$11004-18-2016
John B. Campanello, Peggy CappellettiBank of America Merrill LynchUBS Financial Services$004-04-2016
Jeremy Newton, Stephen LambBank of America Merrill LynchMorgan Stanley Wealth Management$33003-28-2016
John McCauleyWells Fargo AdvisorsDeutsche Bank$002-25-2016
Ron Medaris, Chris GerrishWells Fargo AdvisorsUBS Financial Services$002-25-2016
John Dix, Karee SampsonU.S. Capital AdvisorsWells Fargo Advisors$002-23-2016
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Showing 1 to 25 of 171 entries

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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.