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
Ryan Wayne StullWells Fargo Clearing Services, LLCMorgan Stanley$1,00001-07-2019
William Thomas Bishop Jr.Wells Fargo Clearing Services, LLCMorgan Stanley$15008-10-2018
Heather Lee FuhrJ.P. Morgan Securities LLCMorgan Stanley$1,00007-10-2018
Frank Reid ShipleyRaymond James & Associates, Inc.Morgan Stanley06-07-2018
Robert Eugene FrandenRaymond James & Associates, Inc.Morgan Stanley$2506-07-2018
Mark Anthony JohnsonRaymond James Financial Services, Inc.Morgan Stanley$10001-16-2018
William David FayRaymond James Financial Services, Inc.Morgan Stanley$10012-01-2017
Donald Kirk DarnellAllstate Financial Services, LLCMorgan Stanley$109-27-2017
Anthony David AllenRaymond James & Associates, Inc.Morgan Stanley09-06-2017
Brent Michael SuchyRaymond James & Associates, Inc.Morgan Stanley$109-06-2017
Glenda Rae SuchyRaymond James & Associates, Inc.Morgan Stanley$10009-06-2017
Stuart Lee MccuanLIG Capital Management, LLCMorgan Stanley03-03-2017
Ciera LillyMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley08-15-2016
Tyler Townsdin GrubbsCadent Capital Advisors, LLCMorgan Stanley08-04-2016
Habib H YousefzadehMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley$107-22-2016
Monica Sora Hadji YousefzadehMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley07-22-2016
Braden James TylerJ.P. Morgan Securities LLCMorgan Stanley01-22-2016
Dennis Keeley Jr.Merrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley09-01-2015
John Oliver BuckleyArvest Wealth ManagementMorgan Stanley07-22-2015
Paul Michael WalkerRaymond James & Associates, Inc.Morgan Stanley$5005-22-2015
Abby Renee HubbleAmeriprise Financial Services, Inc.Morgan Stanley04-30-2015
Eddie Stephen SeinBOK Financial Services, Inc.Morgan Stanley$104-13-2015
David Michael FoleyCadent Capital Advisors, LLCMorgan Stanley03-13-2015
Kyle M BrownleeMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley02-04-2015
Cassie Anna HolmesWells Fargo Clearing Services, LLCMorgan Stanley11-14-2014
Next Page »

Showing 1 to 25 of 66 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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