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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Recruiting Scoreboard (Q4 2020)

Recruiting Gains

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Recruiting Losses

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Net Gains

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Net Losses

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
James L JacobJ.P. Morgan Securities LLCMorgan Stanley$5002-12-2010
Renee Filler BrisboisJ.P. Morgan Securities LLCMorgan Stanley$5003-03-2010
John Millard FriedmanJ.P. Morgan Securities LLCMorgan Stanley$10005-07-2010
Ryan Nicolai WingerJ.P. Morgan Securities LLCMorgan Stanley$8707-09-2010
Kenneth John MastrocolaJ.P. Morgan Securities LLCMorgan Stanley01-14-2011
Anthony Paul BardaroJ.P. Morgan Securities LLCMorgan Stanley$15001-14-2011
Robert Jeffrey ShoupJ.P. Morgan Securities LLCMorgan Stanley$5003-18-2011
Charles Allen Ratliff JrJ.P. Morgan Securities LLCMorgan Stanley03-18-2011
Anthony Goodwin SchiffJ.P. Morgan Securities LLCMorgan Stanley02-24-2012
Steven TannJ.P. Morgan Securities LLCMorgan Stanley04-05-2012
Jason David HollanderJ.P. Morgan Securities LLCMorgan Stanley10-30-2012
Kim FonsecaJ.P. Morgan Securities LLCMorgan Stanley$15001-11-2013
Thomas W LarsenJ.P. Morgan Securities LLCMorgan Stanley$15001-14-2013
Todd Steele HeilbrunnJ.P. Morgan Securities LLCMorgan Stanley$15001-14-2013
Antoinette Fiona Kenmuir-EvansJ.P. Morgan Securities LLCMorgan Stanley$2502-15-2013
Charles KimJ.P. Morgan Securities LLCMorgan Stanley03-11-2013
James W BoyleJ.P. Morgan Securities LLCMorgan Stanley$5003-22-2013
Charles BowmanJ.P. Morgan Securities LLCMorgan Stanley$15004-02-2013
David L DavidsonJ.P. Morgan Securities LLCMorgan Stanley$15004-08-2013
Tracy C BakerJ.P. Morgan Securities LLCMorgan Stanley$10005-02-2013
Doris Boehmlaender EvansJ.P. Morgan Securities LLCMorgan Stanley$10007-16-2013
Eric R BensonJ.P. Morgan Securities LLCMorgan Stanley$15007-22-2013
Kathy J ShannonJ.P. Morgan Securities LLCMorgan Stanley$15008-05-2013
Ronald Lynn WallJ.P. Morgan Securities LLCMorgan Stanley$15010-01-2013
Jason StancoJ.P. Morgan Securities LLCMorgan Stanley01-06-2014
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Showing 1 to 25 of 233 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.