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
Brendon R BiegelWells Fargo Clearing Services, LLCMorgan Stanley07-16-2019
Ivan Gabriel BurrolaRaymond James & Associates, Inc.Morgan Stanley06-06-2019
Alejandro Burrola HernandezRaymond James & Associates, Inc.Morgan Stanley06-06-2019
Jonathan Wesley EdwardsLPL Financial LLCMorgan Stanley03-05-2019
Eric WittRaymond James Financial Services, Inc.Morgan Stanley02-15-2019
Lori Lynn RadtkeFranklin Bright Wealth Advisors LLCMorgan Stanley09-07-2018
Brandon L. CorvinRaymond James & Associates, Inc.Morgan Stanley09-04-2018
Samuel Thomas CarlsonBancWest Investment Services, Inc.Morgan Stanley06-20-2018
Ryan Alan LurieAmeriprise Financial Services, Inc.Morgan Stanley11-02-2017
Adam Benjamin CarlatPlanMember Securities CorporationMorgan Stanley10-10-2016
John Sigmund SimonsonFirst Financial Equity CorporationMorgan Stanley09-28-2016
David Alan KahnNorth Scottsdale Wealth Advisors, LLCMorgan Stanley09-28-2016
William GoodmanCambridge Investment Research, Inc.Morgan Stanley07-18-2016
Matthew David CalhounFirst Financial Equity CorporationMorgan Stanley02-05-2016
Daniel Jonathan SlagerJ.P. Morgan Securities LLCMorgan Stanley01-29-2016
Michael Young ChoyUBS Financial Services Inc.Morgan Stanley07-16-2015
Blake Edward RorbachUBS Financial Services Inc.Morgan Stanley03-17-2015
Juan Manuel LeyWells Fargo Clearing Services, LLCMorgan Stanley02-13-2015
Tiffany S. CallahanWells Fargo Clearing Services, LLCMorgan Stanley02-13-2015
Christopher Alan HisleRobert W. Baird & Co. IncorporatedMorgan Stanley09-25-2014
Geoffrey Thomas OlohanEdward JonesMorgan Stanley09-23-2014
Edward Alan KovenAmeriprise Financial Services, Inc.Morgan Stanley04-11-2014
Ronald Rikio BanRaymond James & Associates, Inc.Morgan Stanley05-03-2013
Jeffrey Wilton HaysRaymond James & Associates, Inc.Morgan Stanley05-03-2013
David Joseph BrownRaymond James & Associates, Inc.Morgan Stanley04-26-2013
Next Page »

Showing 1 to 25 of 112 entries

Page 1 | 2 | 3 | 4 | 5

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.


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 It'll help us continue to serve you.

Yes, show me how to whitelist

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