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
Mark Crosby WardJanney Montgomery Scott LLCMorgan Stanley04-26-2012
Mark James DuffyJanney Montgomery Scott LLCCitigroup Global Markets Inc.01-16-2009
Mark John MurphyJanney Montgomery Scott LLCMorgan Stanley$1004-27-2015
Mark WilloughbyJanney Montgomery Scott LLCHilliard Lyons$5006-18-2019
Martin Gerard LutschaunigJanney Montgomery Scott LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$10003-13-2014
Marvin Vernon Snyder Jr.Janney Montgomery Scott LLCWells Fargo Clearing Services, LLC$10002-17-2017
Mary Ruth WilsonJanney Montgomery Scott LLCInfinex Investments, Inc.$2505-23-2016
Maryanne Delores MorrisseyJanney Montgomery Scott LLCCitigroup Global Markets Inc.05-11-2009
Matthew E. LagoyJanney Montgomery Scott LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$2502-10-2017
Matthew Joseph CramerJanney Montgomery Scott LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$2511-02-2017
Matthew Neal LoitzJanney Montgomery Scott LLCWells Fargo Clearing Services, LLC$10005-01-2018
Meagan Jackson BourgeoisJanney Montgomery Scott LLCRaymond James Financial Services, Inc.08-01-2017
Melanie Edith KreglingJanney Montgomery Scott LLCStephens12-09-2010
Melissa Gregory GarrettJanney Montgomery Scott LLCNYLIFE Distributors LLC08-12-2015
Melvin FinkelsteinJanney Montgomery Scott LLCCitigroup Global Markets Inc.01-07-2009
Mert Guy GilbertJanney Montgomery Scott LLCCitigroup Global Markets Inc.04-06-2009
Michael Adam EwanouskiJanney Montgomery Scott LLCWells Fargo Clearing Services, LLC$2501-12-2012
Michael Aloysius OflahertyJanney Montgomery Scott LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated04-07-2017
Michael Andrew LynfieldJanney Montgomery Scott LLCWells Fargo Clearing Services, LLC$2506-26-2014
Michael Charles GochenourJanney Montgomery Scott LLCWells Fargo Clearing Services, LLC$15004-21-2016
Michael D DadkoJanney Montgomery Scott LLCUBS Financial Services Inc.$10709-22-2016
Michael David OurslerJanney Montgomery Scott LLCRaymond James & Associates, Inc.$5003-02-2018
Michael Dwight PorterJanney Montgomery Scott LLCMorgan Stanley03-31-2016
Michael Erik Mc MurrayJanney Montgomery Scott LLCUBS Financial Services Inc.$23011-08-2016
Michael Eugene TonerJanney Montgomery Scott LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$5003-16-2017
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Showing 226 to 250 of 394 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.

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