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.

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

Latest moves

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Nicole Primack Andres Bank of America Merrill LynchCredit Suisse Wealth Services$60011-02-2015
Christopher Baldwin, Thomas Tyndorf, Andrew Skoglund Bank of America Merrill LynchCredit Suisse Wealth Services$310-08-2015
David Sterling Bank of America Merrill LynchCredit Suisse Wealth Services09-17-2015
Jeffrey KlingerBank of America Merrill LynchCredit Suisse Wealth Services11-15-2013
Vishal Bakshi, Jayne Finst, David A. GreeneBank of America Merrill LynchCredit Suisse Wealth Services$105-24-2013
Craig WeinsteinBank of America Merrill LynchCredit Suisse Wealth Services$17412-06-2012
Bruce Lee, Jim HoesleyBank of America Merrill LynchCredit Suisse Wealth Services$110-31-2011
Stewart OldfieldDeutsche BankCredit Suisse Wealth Services11-10-2014
Hal A. Lambert, Jeffrey D. WildinDynasty Financial PartnersCredit Suisse Wealth Services$111-04-2013
Wendi Lohmar, Cathy ChaseFirst Republic SecuritiesCredit Suisse Wealth Services$51007-31-2015
Robert Black III, Stephen KellyHarbor Investment AdvisoryCredit Suisse Wealth Services$105-13-2010
Matt Dillig, Ted BowenHightower AdvisorsCredit Suisse Wealth Services$1,00008-17-2012
David StarkerJPMorgan Chase & Co.Credit Suisse Wealth Services05-16-2014
Matthew Kutcher, Bryan DeFrancesJPMorgan Chase & Co.Credit Suisse Wealth Services03-25-2014
John DelehantyJPMorgan Chase & Co.Credit Suisse Wealth Services03-21-2014
Jose FincheltubMorgan Stanley Wealth ManagementCredit Suisse Wealth Services$10703-24-2016
Mary DiChristofano, Michael Sakach, James WhitneyMorgan Stanley Wealth ManagementCredit Suisse Wealth Services$2,00003-18-2016
David Atallah, Mike CassaMorgan Stanley Wealth ManagementCredit Suisse Wealth Services02-15-2016
Beth Scanlan, Carol Abraham, Calvin FongMorgan Stanley Wealth ManagementCredit Suisse Wealth Services$37501-27-2016
Richard Zinman, Anthony Dertouzos, John MorenoMorgan Stanley Wealth ManagementCredit Suisse Wealth Services$511-23-2015
Patricia Glass, Walter VarianMorgan Stanley Wealth ManagementCredit Suisse Wealth Services05-21-2012
Bryce KennyMorgan Stanley Wealth ManagementCredit Suisse Wealth Services$47503-23-2012
Ilan SegevMorgan Stanley Wealth ManagementCredit Suisse Wealth Services$19103-15-2012
Alexander S. CushnerRobert W. Baird & Co.Credit Suisse Wealth Services$30010-05-2011
Russell P. HuebschleRobert W. Baird & Co.Credit Suisse Wealth Services$14010-05-2011
Next Page »

Showing 1 to 25 of 26 entries

Page 1 | 2

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.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.