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
Valoria Lynn BaileyJ.J.B. Hilliard, W.L. Lyons, LLCMorgan Stanley12-04-2009
Mary Diane S BellWells Fargo Clearing Services, LLCMorgan Stanley$10009-17-2010
Gary Ralph WimsattJ.J.B. Hilliard, W.L. Lyons, LLCMorgan Stanley$10002-04-2011
Raymond Michael StacyMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley$15011-04-2011
Christopher G PieperMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley$5011-04-2011
Peter Robert BouleyMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley$1003-02-2012
Richard Jeffrey CorbettMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley$2510-25-2013
William A Nevius IIL.M. Kohn & CompanyMorgan Stanley$5003-02-2015
Zachary Clayton KamberRaymond James & Associates, Inc.Morgan Stanley12-10-2015
Tyler Scott BaileyMeridian Wealth Management, LLCMorgan Stanley01-14-2016
Matthew Douglas WilsonJ.P. Morgan Securities LLCMorgan Stanley09-01-2016
Stephen Alan WrightMCF Advisors, LLCMorgan Stanley02-10-2017
Daniel Lee ShuckAllstate Financial Advisors, LLCMorgan Stanley05-24-2017
Michael Alan BinzWells Fargo Clearing Services, LLCMorgan Stanley09-29-2017
Deonna Stargel ColvinRaymond James & Associates, Inc.Morgan Stanley$5012-04-2017
Stokes Andrew BairdWells Fargo Clearing Services, LLCMorgan Stanley12-07-2018

Showing 1 to 16 of 16 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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