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.

«Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Ronald H. Holmes, Whitney E. RileyJanney Montgomery ScottBank of America Merrill Lynch$20011-30-2018
Joseph Gronwald, Ryan Katahara, David NakamotoAmeriprise FinancialBank of America Merrill Lynch$18811-29-2018
Rick McDonaldViridian AdvisorsBank of America Merrill Lynch$011-13-2018
Lawrence McDonnell, Frank McDonnellRaymond JamesBank of America Merrill Lynch$011-09-2018
Neil Abney, Trisha AbneyAmeriprise FinancialBank of America Merrill Lynch$10011-05-2018
Dan DwyerFirst Republic SecuritiesBank of America Merrill Lynch$16011-02-2018
Chris Buccheri, Dave HarrisStifel Nicolaus & Co.Bank of America Merrill Lynch$33011-01-2018
Gary Pace, Joshua PaceFirst Republic SecuritiesBank of America Merrill Lynch$18010-26-2018
Lee CrockerRFG AdvisoryBank of America Merrill Lynch$3010-26-2018
Gordon Nearing, Pamela DallasRBC Wealth ManagementBank of America Merrill Lynch$23010-18-2018
Nick Ciriello, Elizabeth ZimmerRBC Wealth ManagementBank of America Merrill Lynch$55010-12-2018
Jamie Schade, Mark HenestofelUBS Financial ServicesBank of America Merrill Lynch$50010-05-2018
Christian ConroyMorgan Stanley Wealth ManagementBank of America Merrill Lynch$010-05-2018
Gregory Chevrier, Walter GrubbsMorgan Stanley Wealth ManagementBank of America Merrill Lynch$010-05-2018
Martin Rice Beau BarrettDavid A. NoyesBank of America Merrill Lynch$24009-28-2018
Patrick StrehlStifel Nicolaus & Co.Bank of America Merrill Lynch$16909-04-2018
Jason Hostetler, Tina MiggeStratos Wealth AllianceBank of America Merrill Lynch$15008-30-2018
Michael FellerStratos Wealth AllianceBank of America Merrill Lynch$17008-30-2018
David Patton, Miles ORaymond JamesBank of America Merrill Lynch$23508-20-2018
Michael Kernicky, Michael J. Kernicky, John KernickyJanney Montgomery ScottBank of America Merrill Lynch$23508-20-2018
Michael Henley, Steve Macano, Tracy B. McGuirePurshe Kaplan Sterling InvestmentsBank of America Merrill Lynch$007-27-2018
Sam HodgsonFirst Republic SecuritiesBank of America Merrill Lynch$65007-27-2018
Barbara HughesStifel Nicolaus & Co.Bank of America Merrill Lynch$6007-16-2018
Howard Ashlock, Ashlee AshlockStifel Nicolaus & Co.Bank of America Merrill Lynch$16006-25-2018
Don BescherBB&TBank of America Merrill Lynch$38606-21-2018
Next Page »

Showing 1 to 25 of 446 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.

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