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
Anthony Joseph EnsalacoJ.P. Morgan Securities LLCMorgan Stanley02-22-2019
Zachary Scott PickrenJ.P. Morgan Securities LLCMorgan Stanley04-23-2018
Adam Michael RunyanJ.P. Morgan Securities LLCMorgan Stanley$5010-13-2017
Jeffrey D. VaughnJ.P. Morgan Securities LLCMorgan Stanley07-10-2017
Philip Jay TelpnerJ.P. Morgan Securities LLCMorgan Stanley07-06-2017
William Christopher CollinsJ.P. Morgan Securities LLCMorgan Stanley11-02-2016
Kelly Nicole FergusonJ.P. Morgan Securities LLCMorgan Stanley$5009-16-2016
Bryan Spencer CostelloJ.P. Morgan Securities LLCMorgan Stanley09-09-2016
James Kevin ZauraJ.P. Morgan Securities LLCMorgan Stanley06-30-2016
Shai SalomonJ.P. Morgan Securities LLCMorgan Stanley04-25-2016
Benjamin Samuel PogofskyJ.P. Morgan Securities LLCMorgan Stanley04-25-2016
Todd Allen MikellJ.P. Morgan Securities LLCMorgan Stanley04-25-2016
Joon K. ChoJ.P. Morgan Securities LLCMorgan Stanley02-22-2016
William Vincent Milano Jr.J.P. Morgan Securities LLCMorgan Stanley12-08-2015
David Elmhurst DoJ.P. Morgan Securities LLCMorgan Stanley11-02-2015
Caryn Elizabeth FieldsJ.P. Morgan Securities LLCMorgan Stanley10-06-2014
Raniel IniguezJ.P. Morgan Securities LLCMorgan Stanley07-14-2014
Christopher Alan KolososkiJ.P. Morgan Securities LLCMorgan Stanley$5010-15-2013
Glenn Alan AldridgeJ.P. Morgan Securities LLCMorgan Stanley08-12-2013
Todd Steele HeilbrunnJ.P. Morgan Securities LLCMorgan Stanley01-14-2013
Deborah Allan KraakJ.P. Morgan Securities LLCMorgan Stanley11-02-2012
Christopher D. NieldJ.P. Morgan Securities LLCMorgan Stanley$15008-05-2010

Showing 1 to 22 of 22 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.