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.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
June Strunk, Shane OÕBrien, Lisa CayerJanney Montgomery ScottMorgan Stanley Wealth Management$30005-18-2017
June Strunk, Shane O'BrienJanney Montgomery ScottMorgan Stanley Wealth Management$17705-16-2017
Sam MaxwellExecutive Wealth GroupMorgan Stanley Wealth Management$27505-03-2017
David RumrillJPMorgan Chase & Co.Morgan Stanley Wealth Management$31004-20-2017
Jay Canell, Neil Canell, Justin DemboJPMorgan Chase & Co.Morgan Stanley Wealth Management$1,00004-11-2017
Harmon ÔChipÓ WrightRaymond JamesMorgan Stanley Wealth Management$10604-05-2017
Michael Greenstone, John Araneo, Margie Manning, Anita Srivastava Bank of America Merrill LynchMorgan Stanley Wealth Management$34303-23-2017
Craig ParkerAmeriprise FinancialMorgan Stanley Wealth Management$13803-17-2017
Michelle BeginaSnowden Lane PartnersMorgan Stanley Wealth Management$40003-03-2017
Janis Cross, Matthew West, A.J. SchultzRaymond JamesMorgan Stanley Wealth Management$14403-02-2017
John SpiesRBC Wealth ManagementMorgan Stanley Wealth Management$13602-23-2017
Angela Helmus-O'Brien, Travis Hadwin, Todd SeymourRaymond JamesMorgan Stanley Wealth Management$27002-21-2017
Frank Hibbard, Amy RosaRaymond JamesMorgan Stanley Wealth Management$14002-21-2017
Todd HoffmanRaymond JamesMorgan Stanley Wealth Management$28002-21-2017
Brian BuckleyDynasty Financial PartnersMorgan Stanley Wealth Management$60002-17-2017
Mark StandringWells Fargo AdvisorsMorgan Stanley Wealth Management$6702-16-2017
Todd Sherman, Michael Francisco, Brian Baskin, Denise Donahue, Donna Vickers, Katherine WrightRaymond JamesMorgan Stanley Wealth Management$46002-13-2017
Brad Bersh, Terrence McCreanor, Dana MessinaAmeriprise FinancialMorgan Stanley Wealth Management$38502-03-2017
Kevin ClouseRBC Wealth ManagementMorgan Stanley Wealth Management$11001-30-2017
Alexandra KochRaymond JamesMorgan Stanley Wealth Management$9801-20-2017
Adam SchurBank of America Merrill LynchMorgan Stanley Wealth Management$85001-13-2017
Robert MillsLPL FinancialMorgan Stanley Wealth Management$7401-13-2017
Rocky MillsGolden State Wealth ManagementMorgan Stanley Wealth Management$8001-13-2017
Mark J. Rhoades, George Livanos, Kelly Ward.Raymond JamesMorgan Stanley Wealth Management$25012-06-2016
Thomas Fautrel, Paul CarlsonWells Fargo AdvisorsMorgan Stanley Wealth Management$22512-01-2016
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Showing 76 to 100 of 578 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.

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