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
William Barnwell Heyward Jr.Morgan StanleyRaymond James & Associates, Inc.06-09-2017
Theodore William ByrerMorgan StanleyRaymond James & Associates, Inc.11-11-2013
Stephen M AshworthMorgan StanleyRaymond James & Associates, Inc.$10009-23-2013
Shannon Marie CarlsonMorgan StanleyRaymond James & Associates, Inc.10-27-2015
Ryan Scott KriftMorgan StanleyRaymond James & Associates, Inc.$10011-13-2009
Robert W NiehausMorgan StanleyRaymond James & Associates, Inc.10-11-2013
Peter Joseph BattagliaMorgan StanleyRaymond James & Associates, Inc.$5005-26-2016
Paul E. DanielsMorgan StanleyRaymond James & Associates, Inc.11-11-2013
Patrick Garrett HartleyMorgan StanleyRaymond James & Associates, Inc.08-15-2011
Michelle Booker BennettMorgan StanleyRaymond James & Associates, Inc.$5008-02-2013
Michael Vincent ValleeMorgan StanleyRaymond James & Associates, Inc.$2501-02-2015
Mark Edward GibsonMorgan StanleyRaymond James & Associates, Inc.01-17-2017
Marc Edward PrdaMorgan StanleyRaymond James & Associates, Inc.$5003-31-2011
Kyle Mitchell McLaughlin, Terrence P ReganMorgan StanleyRaymond James & Associates, Inc.$10009-23-2013
John Christopher FleishmanMorgan StanleyRaymond James & Associates, Inc.$15011-12-2018
Jason David BernsteinMorgan StanleyRaymond James & Associates, Inc.$10008-15-2013
James David RushtonMorgan StanleyRaymond James & Associates, Inc.$2505-31-2013
Igor FeldmanMorgan StanleyRaymond James & Associates, Inc.$15009-29-2010
Herbert Warren MeansMorgan StanleyRaymond James & Associates, Inc.$10001-17-2017
Gabriel Yanez Jr.Morgan StanleyRaymond James & Associates, Inc.$15003-02-2011
Eric Arthur KleinbergMorgan StanleyRaymond James & Associates, Inc.$2508-06-2012
Duane Eric PeoplesMorgan StanleyRaymond James & Associates, Inc.$5009-04-2015
Davis Love PetersenMorgan StanleyRaymond James & Associates, Inc.03-31-2017
David John FrizzellMorgan StanleyRaymond James & Associates, Inc.12-15-2011
Colleen Carroccio GormleyMorgan StanleyRaymond James & Associates, Inc.05-04-2017
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Showing 1 to 25 of 29 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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