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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Brynn Hallie AndrewsMorgan StanleyAXA Advisors, LLC08-01-2011
J. Darren HillisMorgan StanleyCetera Advisor Networks LLC05-28-2010
Elizabeth Irene WalzMorgan StanleyCharles Schwab & Co., Inc.09-03-2014
Todd Thomas ThrasherMorgan StanleyCharles Schwab & Co., Inc.10-14-2011
Teresa MurphyMorgan StanleyCommerce Brokerage Services, Inc.09-29-2017
Michael Ryan BoardMorgan StanleyCredit Suisse Securities (USA) LLC03-18-2016
Deon Nicole PohlmannMorgan StanleyEdward Jones07-17-2019
Gregory Grover DelongMorgan StanleyEdward Jones$10003-07-2014
Christopher Gregory DelongMorgan StanleyEdward Jones03-07-2014
Timothy Dale SalzmanMorgan StanleyEdward Jones04-05-2012
Samuel Clark MorrisMorgan StanleyEdward Jones02-16-2012
Michael Scot WilliamsMorgan StanleyEdward Jones$1011-25-2011
Almon P DuffyMorgan StanleyEdward Jones04-11-2011
Sarah Kay Hanafin-JusticeMorgan StanleyINVEST Financial Corporation08-27-2013
Andrea Rosa CoomerMorgan StanleyJ.P. Morgan Institutional Investments Inc.10-11-2010
Janice Ann NewberryMorgan StanleyLPL Financial LLC$2506-19-2017
Kenneth Warren RobertsMorgan StanleyLPL Financial LLC$5001-19-2012
Andrew Lawrence ThomassonMorgan StanleyLPL Financial LLC06-14-2010
Matthew Thomas HanrahanMorgan StanleyMariner Wealth Advisors04-19-2012
Natalie Ann NormanMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated05-28-2019
Adam Michael BichselMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated09-01-2017
Jason William LarchMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated09-01-2017
Michael Patrick KeeganMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated09-01-2017
Bradley Louis BoessenMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated08-05-2016
Jerri Lynn LovelandMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated12-06-2012
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Showing 1 to 25 of 56 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.