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
Edward Nickolas JohnsonMorgan StanleyCitigroup Global Markets Inc.$15006-01-2009
Paul Victor OlsonMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
John Michael GeelanMorgan StanleyCitigroup Global Markets Inc.$15006-01-2009
Clifford Augustine TaneyMorgan StanleyCitigroup Global Markets Inc.$15006-01-2009
Charles Henry RielandMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Jack Lee ElvestromMorgan StanleyMorgan Stanley & Co. Incorporated$15006-01-2009
David Allen OlsonMorgan StanleyCitigroup Global Markets Inc.$15006-01-2009
Larry Neil LittMorgan StanleyCitigroup Global Markets Inc.$15006-01-2009
Jeffrey Robert AmentMorgan StanleyCitigroup Global Markets Inc.$15006-01-2009
John Francis CoyleMorgan StanleyCitigroup Global Markets Inc.$15006-01-2009
James Anthony GrymalaMorgan StanleyCitigroup Global Markets Inc.$15006-01-2009
James William BrennanMorgan StanleyMorgan Stanley & Co. Incorporated$15006-01-2009
Peter Jon HoffmanMorgan StanleyCitigroup Global Markets Inc.$15006-01-2009
Louis Jason RippleMorgan StanleyCitigroup Global Markets Inc.$15006-01-2009
John David NaslundMorgan StanleyCitigroup Global Markets Inc.$10006-01-2009
Stephen Earl KruegerMorgan StanleyMorgan Stanley & Co. Incorporated$10006-01-2009
John Eric FalldinMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Michael Robert MartinoMorgan StanleyMorgan Stanley & Co. Incorporated$10006-01-2009
Fay Marie DebellisMorgan StanleyMorgan Stanley & Co. Incorporated$10006-01-2009
Amy Elean AadalenMorgan StanleyCitigroup Global Markets Inc.$10006-01-2009
Charles John McNamara Jr.Morgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Jon Paul HoffmanMorgan StanleyCitigroup Global Markets Inc.$10006-01-2009
Marcus Raymond WaterburyMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Kevin Dean RiskevichMorgan StanleyCitigroup Global Markets Inc.$10006-01-2009
Richard Jay FromsteinMorgan StanleyMorgan Stanley & Co. Incorporated$10006-01-2009
Next Page »

Showing 1 to 25 of 142 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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