Advisers on the Move

Never miss a move. The industry's only comprehensive database of financial advisers and brokers changing firms. View over a decade of recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Sandra J. HudginsAmeriprise FinancialBank of America Merrill Lynch$10008-22-2014
Travis Barr, Marco CisnerosWells Fargo AdvisorsBank of America Merrill Lynch$22708-14-2014
Pamela Lynn Abraham, Jack E. Thomas, Trevor R. SwartzHightower AdvisorsBank of America Merrill Lynch$80008-08-2014
Robert J. BowmanSnowden Lane PartnersBank of America Merrill Lynch08-04-2014
Kerina GrahamStratos Wealth PartnersBank of America Merrill Lynch07-18-2014
Dante NeyraMorgan Stanley Wealth ManagementBank of America Merrill Lynch06-27-2014
Brian PurcellMorgan Stanley Wealth ManagementBank of America Merrill Lynch$11506-26-2014
Herman L. Rij, Jason B. Cort, Kori Lannon, and Brian C. CortFocus Financial PartnersBank of America Merrill Lynch$75005-22-2014
Milton SchwartzWells Fargo AdvisorsBank of America Merrill Lynch$13505-09-2014
Stephanie M. Bass, Darin E. MockWells Fargo AdvisorsBank of America Merrill Lynch$17004-25-2014
Matthew T. GriffithWashington Wealth ManagementBank of America Merrill Lynch$7503-28-2014
Jeffrey M. FratarcangeliWells Fargo AdvisorsBank of America Merrill Lynch$42403-28-2014
Albert Fox, Edward Penberthy, Joseph DehnMorgan Stanley Wealth ManagementBank of America Merrill Lynch$60003-20-2014
Callen Schramm, Heather SchrammStratos Wealth PartnersBank of America Merrill Lynch$15503-20-2014
Martin LutschaunigJanney Montgomery ScottBank of America Merrill Lynch$25003-19-2014
David Christian, Jeffrey Krum, Brian HefeleDynasty Financial PartnersBank of America Merrill Lynch$70003-04-2014
Jeffery Tomaszewski, Gary A. RigbyRaymond JamesBank of America Merrill Lynch$28002-28-2014
Nick Salvetti, A.J. Salvetti IIIRaymond JamesBank of America Merrill Lynch$21002-28-2014
Jeffrey S. Vogel, Ruth BergerHightower AdvisorsBank of America Merrill Lynch$30002-21-2014
Joanne Astle, Nick Astle, Mike Astle Raymond JamesBank of America Merrill Lynch$20002-21-2014
Thomas Dedrick, Pam FranklinRaymond JamesBank of America Merrill Lynch$16202-21-2014
Mark J. Grueninger, Benjamin C. SauerUBS Financial ServicesBank of America Merrill Lynch02-14-2014
Katie ClarkRBC Wealth ManagementBank of America Merrill Lynch$15001-08-2014
Melanie FolstadRBC Wealth ManagementBank of America Merrill Lynch$11001-08-2014
Michael L. Cope, William G. MarcouxUBS Financial ServicesBank of America Merrill Lynch$22501-02-2014
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Showing 251 to 275 of 438 entries

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Disclaimer & Methodology: The InvestmentNews Advisers on the Move database is designed to capture all recruiting activity of retail financial advisers/teams of advisers as they move from one firm to another. The activity recorded within the database comes from a number of sources, including InvestmentNews and other media reports; press releases; direct submissions that have been reviewed by InvestmentNews; and regulatory filings. To qualify as a move, no more than 60 days can have elapsed between the date an adviser/team leaves one firm and the date they join another. Any adviser registration changes that came as a result of merger & acquisition activity are not recorded as moves in the database. Finally, please note that all AUM data is user-submitted and is not audited by InvestmentNews or any regulatory agency. When AUM data is unavailable, a “ — “ is listed in the record’s AUM field entry.

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