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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
Cynthia M. Boyle, D. Jordan Josey, John N. BoyleWells Fargo AdvisorsRaymond James$12503-15-2013
Sid Martin, Steve Clark, Wes KaufmanWells Fargo AdvisorsBank of America Merrill Lynch$68903-15-2013
Evan Meltzer. Edward Hill, Philip MeltzerWells Fargo AdvisorsMorgan Stanley Smith Barney$40003-15-2013
Eric Whipple, Stephen CooperWells Fargo AdvisorsMorgan Stanley Smith Barney$19503-15-2013
Richard PowellWells Fargo AdvisorsMorgan Stanley Smith Barney$17603-15-2013
Geoffrey Silver, Sybil Fields, Adena SmithWells Fargo AdvisorsMorgan Stanley Smith Barney$95003-15-2013
Lisa KernWells Fargo AdvisorsDavenport$10503-15-2013
John DeLuca, John FabrisWells Fargo AdvisorsMorgan Stanley Smith Barney$24503-15-2013
Lisa Turner, Micheal MurrowWells Fargo AdvisorsMorgan Stanley Smith Barney$10803-15-2013
Lawrence SchwartzWells Fargo AdvisorsMorgan Stanley Smith Barney$10603-15-2013
Paul Martin, Alfred Pasaoa, Michael RowlandWells Fargo AdvisorsBank of America Merrill Lynch$26703-15-2013
Tom Wozniak, Doug FreemanWells Fargo AdvisorsBank of America Merrill Lynch$21103-15-2013
Melody FotiWells Fargo AdvisorsMorgan Stanley Smith Barney$12403-15-2013
Robert McMannWells Fargo AdvisorsMorgan Stanley Smith Barney$16303-15-2013

Showing 1 to 14 of 14 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.