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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Nicholas PriceMorgan StanleyAmeriprise Financial Services, Inc.11-11-2019
Eric R. MartzahlMorgan StanleyAmeriprise Financial Services, Inc.09-16-2019
Karen Vibe Morgan StanleyAmeriprise Financial Services, Inc.$8908-30-2019
Desiree Nicole WodickerMorgan StanleyAmeriprise Financial Services, Inc.06-12-2019
Kyle Andrew BeesonMorgan StanleyAmeriprise Financial Services, Inc.04-22-2019
Calvin R. KongMorgan StanleyAmeriprise Financial Services, Inc.$14110-26-2018
Maria T ReidMorgan StanleyAmeriprise Financial Services, Inc.12-18-2018
Rick MundraneMorgan StanleyAmeriprise Financial Services, Inc.$10611-09-2018
Marcy Rose, Joseph SorannoMorgan StanleyAmeriprise Financial Services, Inc.$18507-07-2018
Kyle Anthony MedeirosMorgan StanleyAmeriprise Financial Services, Inc.08-29-2018
Lori Lynne RowanMorgan StanleyAmeriprise Financial Services, Inc.07-12-2018
Robert Scott PiersonMorgan StanleyAmeriprise Financial Services, Inc.05-21-2018
Timothy CariolanoMorgan StanleyAmeriprise Financial Services, Inc.03-28-2018
Roger Daniel, Bryan DanielMorgan StanleyAmeriprise Financial Services, Inc.$32801-12-2018
Paul NotermannMorgan StanleyAmeriprise Financial Services, Inc.$9211-20-2017
Jay GordonMorgan StanleyAmeriprise Financial Services, Inc.$7311-20-2017
Ryan LurieMorgan StanleyAmeriprise Financial Services, Inc.$6911-20-2017
William Wiseman, Parker WisemanMorgan StanleyAmeriprise Financial Services, Inc.$13309-14-2017
Jacqueline KwongMorgan StanleyAmeriprise Financial Services, Inc.$20009-01-2017
Jonathan YoungMorgan StanleyAmeriprise Financial Services, Inc.09-01-2017
Alan BlenderMorgan StanleyAmeriprise Financial Services, Inc.$19808-11-2017
Bruce Mathew GallowayMorgan StanleyAmeriprise Financial Services, Inc.$36008-04-2017
Walter Josef TuerMorgan StanleyAmeriprise Financial Services, Inc.$60008-04-2017
Bob Emerson, Sean Stevenson, Tom Eisenhuth, Bill McKeeMorgan StanleyAmeriprise Financial Services, Inc.$34107-07-2017
Kenneth Demps, Robert Dennis, Jay MacKenzieMorgan StanleyAmeriprise Financial Services, Inc.$27006-02-2017
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Showing 1 to 25 of 138 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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