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
Antoine Souma, Aleksandra KulmatickiJPMorgan Chase & Co.Deutsche Bank$30007-14-2010
Antonio ÒTonyÓ Fontana, Patrick ÒBuzzÓ Burke, Clarence ÒHerbÓ SeeseJPMorgan Chase & Co.Wells Fargo Advisors06-02-2014
Brad Hamlin, Brad Fine, Carl PestelosJPMorgan Chase & Co.UBS Financial Services$40005-03-2017
Bruce LedouxJPMorgan Chase & Co.Morgan Stanley Wealth Management06-25-2014
Chris Sheets, Forrest GreenJPMorgan Chase & Co.Sanford C. Bernstein & Co. $90009-06-2018
Colleen O'CallaghanJPMorgan Chase & Co.Morgan Stanley Wealth Management$2,50011-02-2017
Darren Graff, Natalya MuravchikJPMorgan Chase & Co.Bank of America Merrill Lynch10-25-2013
David Kritzer, Christopher CastellawJPMorgan Chase & Co.UBS Financial Services02-01-2019
David R. ReiserJPMorgan Chase & Co.Morgan Stanley Wealth Management$50006-20-2018
David RumrillJPMorgan Chase & Co.Morgan Stanley Wealth Management$31004-20-2017
David StarkerJPMorgan Chase & Co.Credit Suisse Wealth Services05-16-2014
Evan Schottenstein JPMorgan Chase & Co.Morgan Stanley Wealth Management03-10-2014
Frank Botta, Daniel McCarron, Mike CoyneJPMorgan Chase & Co.Morgan Stanley Wealth Management$1,10011-02-2017
Jason HollandJPMorgan Chase & Co.Wells Fargo Advisors$24010-09-2018
Jay Canell, Neil Canell, Justin DemboJPMorgan Chase & Co.Morgan Stanley Wealth Management$1,00004-11-2017
John DelehantyJPMorgan Chase & Co.Credit Suisse Wealth Services03-21-2014
Jonathan MadriganoJPMorgan Chase & Co.Morgan Stanley Wealth Management$2,00009-28-2012
Jonathan McPharlin, Daniel Halperin, and Charles A. Cooper Jr.JPMorgan Chase & Co.Bank of America Merrill Lynch$44306-01-2018
Kevin L. Baker, Dan SullivanJPMorgan Chase & Co.Bernstein Global Wealth Management01-13-2014
Kurt SylviaJPMorgan Chase & Co.UBS Financial Services$1,20011-30-2017
L.O. Patrick Corbett, Robert F. Mason, Daniel WarrenJPMorgan Chase & Co.Morgan Stanley Wealth Management$1,20011-02-2017
Matthew Kutcher, Bryan DeFrancesJPMorgan Chase & Co.Credit Suisse Wealth Services03-25-2014
Michael J. Lent, William T. Lent, Tammi Brown Lauder, William E. ChristianJPMorgan Chase & Co.Morgan Stanley Wealth Management09-07-2010
Michael TaggartJPMorgan Chase & Co.Bank of America Merrill Lynch$80005-11-2018
Patrick Amato, Robert Waldbauer Jr.JPMorgan Chase & Co.UBS Financial Services$75308-10-2018
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Showing 1 to 25 of 31 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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