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.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Cory Brett BaerAlpha Cubed Investments, LLCMorgan Stanley01-15-2019
Jared Raymond OrenAlpha Cubed Investments, LLCMorgan Stanley06-23-2017
Ross Bentley HansenAlpha Cubed Investments, LLCMorgan Stanley02-10-2017
Blair Ellen QuinnAlpine Wealth Advisors, LLCMorgan Stanley02-07-2013
Kathleen T OwensAlta Pacific Wealth Management LLCMorgan Stanley06-03-2014
Geoffrey Mchale GarfieldAltium Wealth Management LLCMorgan Stanley03-08-2011
Scott Robert AndersonAltus Wealth Group, LLCMorgan Stanley11-12-2019
Francisco Anguita VelizAmauta FinancialMorgan Stanley10-29-2015
Santiago BedoyaAmauta FinancialMorgan Stanley10-28-2015
Thomas Scott TatomAmerican Fidelity Securities, Inc.Morgan Stanley06-11-2013
Tracee Alane AdamsAmerican Independent Securities Group, LLCMorgan Stanley01-17-2018
Christopher J LococoAmerican Investors CompanyMorgan Stanley07-25-2016
Evan Joshua LevyAmerican Portfolios Financial Services, Inc.Morgan Stanley06-05-2019
Daniel Joseph AbelAmerican Portfolios Financial Services, Inc.Morgan Stanley$25001-16-2018
Joseph Paul BockletAmerican Portfolios Financial Services, Inc.Morgan Stanley04-07-2017
Armando FernandezAmerican Portfolios Financial Services, Inc.Morgan Stanley09-12-2016
Matthew B. StewartAmerican Portfolios Financial Services, Inc.Morgan Stanley09-26-2014
Matthew L. Woods WeberAmerican Portfolios Financial Services, Inc.Morgan Stanley$10001-04-2013
James Michael KennyAmerican Portfolios Financial Services, Inc.Morgan Stanley12-09-2011
Jimmy William KuhnAmerican Portfolios Financial Services, Inc.Morgan Stanley$10012-03-2009
Gabriel Slade CassellAmericana Partners, LLCMorgan Stanley07-12-2019
Jason FertittaAmericana Partners, LLCMorgan Stanley04-26-2019
William Sheldon BuschAmericana Partners, LLCMorgan Stanley04-26-2019
Robert Hall Wellington IVAmericana Partners, LLCMorgan Stanley04-26-2019
Joshua J CaltriderAmericana Partners, LLCMorgan Stanley04-26-2019
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Showing 51 to 75 of 10,757 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.