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
Bowman Michael ThrasherMorgan StanleyPNC Investments06-22-2017
Nils Omar VidalMorgan StanleyPNC Investments05-17-2016
Ryan T. Chamberlin, Joseph A. GoetzingerMorgan StanleyPNC Investments04-29-2016
Amy Rose BurgraffMorgan StanleyPNC Investments04-29-2016
Jerri Kay WentzMorgan StanleyPNC Investments$2501-15-2016
John Barris GouldMorgan StanleyPNC Investments10-09-2015
Maritza HernandezMorgan StanleyPNC Investments09-30-2015
Russell William O'BrienMorgan StanleyPNC Investments01-31-2014
Jonathan Herman DieckmannMorgan StanleyPNC Investments08-23-2013
Edward Charlton NoletteMorgan StanleyPNC Investments07-13-2012
Richard Andrew KellyMorgan StanleyPNC Investments06-23-2011
Albert Anthony CalvarioMorgan StanleyPNC Investments04-20-2011
Ricky Martin CrabtreeMorgan StanleyPNC Investments$5010-15-2010
Robert Lee Godown Jr., Christopher Michael WilsonMorgan StanleyPNC Investments$5012-03-2009
James A. GalitsisMorgan StanleyPNC Investments08-31-2009

Showing 1 to 15 of 15 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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