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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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Calvin R. KongAmeriprise FinancialMorgan Stanley Wealth Management$14110-26-2018
Marcy Rose, Joseph SorannoAmeriprise FinancialMorgan Stanley Wealth Management$18507-07-2018
David R. ReiserJPMorgan Chase & Co.Morgan Stanley Wealth Management$50006-20-2018
Emir Culov, Amela Culov, Matthew Richards Wells Fargo AdvisorsMorgan Stanley Wealth Management$23005-10-2018
Charles Seller, Michael SalvatoreRaymond JamesMorgan Stanley Wealth Management$33012-08-2017
Christopher NolanRaymond JamesMorgan Stanley Wealth Management$13012-08-2017
Colleen MacKenzie-DoinoJanney Montgomery ScottMorgan Stanley Wealth Management$9711-02-2017
Colleen O'CallaghanJPMorgan Chase & Co.Morgan Stanley Wealth Management$2,50011-02-2017
Ken Ramos, Gary RudowStifel Nicolaus & Co.Morgan Stanley Wealth Management$32511-02-2017
Robert S. Gilman, Robert Kushel, Jed A Morton and David StanfordJPMorgan Chase & Co.Morgan Stanley Wealth Management$1,60010-25-2017
Frederic ShibelStifel Nicolaus & Co.Morgan Stanley Wealth Management$12510-23-2017
Ian DietzLPL FinancialMorgan Stanley Wealth Management$7009-08-2017
Ruben Lerner, Manuel UrangaBolton Global CapitalMorgan Stanley Wealth Management$55008-29-2017
Christopher WalkleyJanney Montgomery ScottMorgan Stanley Wealth Management$10708-22-2017
Todd Kissel, Joshua Pasahow, Ida Ng, John RiveraRaymond JamesMorgan Stanley Wealth Management$50008-02-2017
Jay Canell, Neil Canell, Justin DemboJPMorgan Chase & Co.Morgan Stanley Wealth Management$1,00004-11-2017
Michelle BeginaSnowden Lane PartnersMorgan Stanley Wealth Management$40003-03-2017
Alexandra KochRaymond JamesMorgan Stanley Wealth Management$9801-20-2017
Adam SchurBank of America Merrill LynchMorgan Stanley Wealth Management$85001-13-2017
Michael MahoneySnowden Lane PartnersMorgan Stanley Wealth Management$6411-07-2016
Randy PowersStifel Nicolaus & Co.Morgan Stanley Wealth Management$20810-21-2016
Akira KidoBank of America Merrill LynchMorgan Stanley Wealth Management$16009-16-2016
Rick DavidsonJefferiesMorgan Stanley Wealth Management$25805-24-2016
Salvatore Pitti, Matthew PittiWells Fargo AdvisorsMorgan Stanley Wealth Management$20005-03-2016
William Browne, Marc Zupicich Wells Fargo AdvisorsMorgan Stanley Wealth Management$35005-02-2016
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Showing 1 to 25 of 82 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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