Advisers on the Move TEST

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
Aaron Benjamin BowlingMorgan StanleyEdward Jones10-18-2013
Aaron Christopher WartesMorgan StanleyEdward Jones$5003-28-2013
Adam William PaffenrothMorgan StanleyEdward Jones$2509-13-2019
Aishwarya Rajeev AdyanthayaMorgan StanleyEdward Jones06-10-2016
Alan John SandlerMorgan StanleyEdward Jones08-20-2013
Alexondra Nicole BrouwerMorgan StanleyEdward Jones09-23-2015
Almon P DuffyMorgan StanleyEdward Jones04-11-2011
Andres Fernandez-SalvadorMorgan StanleyEdward Jones04-18-2011
Andrew D. DilsaverMorgan StanleyEdward Jones05-06-2016
Andrew Paul LarnedMorgan StanleyEdward Jones$1010-08-2010
Andrew Scott CorpuelMorgan StanleyEdward Jones05-01-2013
Andrew Thomas KatsanisMorgan StanleyEdward Jones11-08-2019
Anthony Ryan DutterMorgan StanleyEdward Jones02-25-2011
Ashley Elizabeth StephensMorgan StanleyEdward Jones03-19-2013
Ayad Beshara SaadMorgan StanleyEdward Jones$10003-19-2013
Barbara Williams BanonMorgan StanleyEdward Jones$2505-16-2014
Bradley Alan HareMorgan StanleyEdward Jones04-16-2010
Brian Allen EliMorgan StanleyEdward Jones08-04-2011
Brian Scott StoutMorgan StanleyEdward Jones06-18-2010
Bryan Thomas BarnesMorgan StanleyEdward Jones04-16-2010
Candius J BannisterMorgan StanleyEdward Jones$5005-04-2012
Carrie RileyMorgan StanleyEdward Jones11-05-2010
Carrie Sue WestMorgan StanleyEdward Jones07-01-2016
Charles Anthony Romano IIIMorgan StanleyEdward Jones05-03-2010
Charles Lang Bailey Jr.Morgan StanleyEdward Jones07-11-2014
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Showing 1 to 25 of 186 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. All data and information is the property of InvestmentNews LLC and is protected by copyright and other intellectual property laws. All rights are reserved by InvestmentNews LLC. Data may only be viewed on and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.