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
Francis MoranMorgan StanleyPNC Investments07-01-2016
Edward Taylor McdannoldMorgan StanleyPNC Investments05-23-2016
Henry Spencer HarrisMorgan StanleyPNC Investments05-17-2016
Nils Omar VidalMorgan StanleyPNC Investments05-17-2016
Amy Rose BurgraffMorgan StanleyPNC Investments$104-29-2016
Ryan Timothy Chamberlin, Joseph Arthur GoetzingerMorgan StanleyPNC Investments04-29-2016
Jerri Kay WentzMorgan StanleyPNC Investments$2501-15-2016
Sandra Margaretha, Johanna BarkalowMorgan StanleyPNC Investments12-17-2015
John Barris GouldMorgan StanleyPNC Investments10-09-2015
Maritza HernandezMorgan StanleyPNC Investments09-30-2015
Rohan Sunil WadhwaniMorgan StanleyPNC Investments08-13-2015
Chad Andrew ClarkMorgan StanleyPNC Investments08-07-2015
Joseph Jeremane PunioMorgan StanleyPNC Investments07-24-2015
Russell William O'BrienMorgan StanleyPNC Investments01-31-2014
Jonathan Herman DieckmannMorgan StanleyPNC Investments08-23-2013
Robert Lawrence NixonMorgan StanleyPNC Investments08-05-2013
Samuel Michael ReedMorgan StanleyPNC Investments11-12-2012
Robert Harold BarnhartMorgan StanleyPNC Investments10-17-2012
Edward Charlton Nolette Sr.Morgan StanleyPNC Investments$5007-13-2012
James Walter Daehler Jr.Morgan StanleyPNC Investments04-16-2012
Keith Thomas BrothersMorgan StanleyPNC Investments08-25-2011
Richard Andrew KellyMorgan StanleyPNC Investments$5006-23-2011
Dean Brandon HasenMorgan StanleyPNC Investments06-13-2011
Albert Anthony CalvarioMorgan StanleyPNC Investments$5004-20-2011
Timothy J RistowMorgan StanleyPNC Investments04-11-2011
Next Page »

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. 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


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