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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jason P KoenigEdward JonesMorgan Stanley12-19-2019
Marva Laverne YorkEdward JonesMorgan Stanley11-29-2019
Rachel Lynn MormanEdward JonesMorgan Stanley11-22-2019
David Vincent HalvorsonEdward JonesMorgan Stanley11-22-2019
Kelly Suzanne DandurandEdward JonesMorgan Stanley11-22-2019
Elizabeth Paige FowlerEdward JonesMorgan Stanley$50009-13-2019
Arturo Joaquin HinojosaEdward JonesMorgan Stanley08-30-2019
Derek Wesley HowardEdward JonesMorgan Stanley08-01-2019
Matthew Stephen AsayEdward JonesMorgan Stanley05-31-2019
Chris B BentlerEdward JonesMorgan Stanley$25005-30-2019
Manucci-Michael Michael KamaliEdward JonesMorgan Stanley05-06-2019
Gregory Wayne AllenEdward JonesMorgan Stanley03-15-2019
Ryan Steven GorskiEdward JonesMorgan Stanley03-11-2019
Tai Elli Al TaeEdward JonesMorgan Stanley10-12-2018
Daniel James KochsmeierEdward JonesMorgan Stanley10-08-2018
Jacqueline M OpreanEdward JonesMorgan Stanley10-05-2018
Willie A Smith JrEdward JonesMorgan Stanley10-05-2018
Gina Marie HoggattEdward JonesMorgan Stanley$50009-17-2018
Steven Clark BarlowEdward JonesMorgan Stanley08-31-2018
Elizabeth Labach HuttonEdward JonesMorgan Stanley07-27-2018
Vincent C NockowskiEdward JonesMorgan Stanley07-02-2018
David Vincent NolanEdward JonesMorgan Stanley04-27-2018
Joyce Musson ZavresaEdward JonesMorgan Stanley$50003-02-2018
Daniel Alvin AbbottEdward JonesMorgan Stanley$50011-24-2017
Mattson Mathew KokuraEdward JonesMorgan Stanley09-08-2017
Next Page »

Showing 1 to 25 of 129 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.

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