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
Danielle Renee MajorJanney Montgomery Scott LLCMorgan Stanley06-24-2019
Cody R. DemmelJanney Montgomery Scott LLCMorgan Stanley06-07-2019
Julie KnightJanney Montgomery Scott LLCMorgan Stanley$1,00004-26-2019
Christos Stergios DikosJanney Montgomery Scott LLCMorgan Stanley04-25-2019
Thomas James LearyJanney Montgomery Scott LLCMorgan Stanley$5006-01-2018
Kenneth Warren GlickJanney Montgomery Scott LLCMorgan Stanley$12102-27-2018
Kimberly Ann HarrisJanney Montgomery Scott LLCMorgan Stanley01-02-2018
Colleen Claire Mackenzie-DoinoJanney Montgomery Scott LLCMorgan Stanley$15011-02-2017
Victoria Miller RickerJanney Montgomery Scott LLCMorgan Stanley$5011-02-2017
Edward John Duffy Jr.Janney Montgomery Scott LLCMorgan Stanley$2511-02-2017
Jeffrey David TidwellJanney Montgomery Scott LLCMorgan Stanley11-02-2017
Nicholas Edward ShevlandJanney Montgomery Scott LLCMorgan Stanley11-02-2017
Michael Patrick GeisenJanney Montgomery Scott LLCMorgan Stanley$10010-11-2017
Gary Timothy LukachinskiJanney Montgomery Scott LLCMorgan Stanley$5010-11-2017
Michael H. OliverJanney Montgomery Scott LLCMorgan Stanley10-11-2017
Christopher Charles WalkleyJanney Montgomery Scott LLCMorgan Stanley$5008-22-2017
June Diane StrunkJanney Montgomery Scott LLCMorgan Stanley$5005-16-2017
Carol Ann BoweJanney Montgomery Scott LLCMorgan Stanley01-09-2017
Charles Andrew MayJanney Montgomery Scott LLCMorgan Stanley$10012-09-2016
Robert S. ZaidmanJanney Montgomery Scott LLCMorgan Stanley06-02-2016
Jeremy Adam LambertJanney Montgomery Scott LLCMorgan Stanley$1003-31-2016
Michael Dwight PorterJanney Montgomery Scott LLCMorgan Stanley03-31-2016
Ann Ashley W. WilandJanney Montgomery Scott LLCMorgan Stanley11-02-2015
John Edward CarlJanney Montgomery Scott LLCMorgan Stanley$15009-03-2015
Thomas Francis NilesJanney Montgomery Scott LLCMorgan Stanley$10009-03-2015
Next Page »

Showing 1 to 25 of 73 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.


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