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
Andres Velasquez Jr.Morgan StanleyAllstate Financial Services, LLC03-15-2012
Jeffrey David StanleyMorgan StanleyAllstate Financial Services, LLC08-24-2009
Lynsey Lee ShepardMorgan StanleyALPS Distributors, Inc.06-26-2013
Natalie Alyce DinunzioMorgan StanleyAmeriprise Financial Services, LLC12-17-2012
Kathryn Ann FeldkampMorgan StanleyAXA Advisors, LLC05-07-2014
Pei-Chin AndrewMorgan StanleyAXA Advisors, LLC09-19-2011
Justin James ScheeffMorgan StanleyAXA Advisors, LLC10-12-2009
Jacqueline Marie VaidyaMorgan StanleyBarclays Capital Inc.02-12-2015
Angelo Manzo Jr.Morgan StanleyBOA, LLC06-28-2010
John William Bach Jr.Morgan StanleyCFD Investments, Inc.10-12-2009
John Anderson Lumpkin Jr.Morgan StanleyChase Investment Services Corp.05-10-2012
Michael T AljancicMorgan StanleyChase Investment Services Corp.12-02-2011
Peter William Swenty IIMorgan StanleyChase Investment Services Corp.12-02-2011
Casey N. GregoryMorgan StanleyCommonwealth Financial Network10-01-2018
Andrew Paul LarnedMorgan StanleyEdward Jones$1010-08-2010
Bradley Alan HareMorgan StanleyEdward Jones04-16-2010
Bryan Thomas BarnesMorgan StanleyEdward Jones04-16-2010
Jeryne Ann PetersonMorgan StanleyEdward Jones03-16-2010
Neil M. TerryMorgan StanleyFidelity Brokerage Services LLC01-27-2017
Robert M. KinsellaMorgan StanleyFidelity Personal and Workplace Advisors10-11-2018
Robert D. HillMorgan StanleyFifth Third Securities, Inc.04-29-2014
Willie B. Wheat Jr.Morgan StanleyFifth Third Securities, Inc.03-27-2014
John Joseph KushmanMorgan StanleyFifth Third Securities, Inc.09-10-2012
Michael Scott McCulloughMorgan StanleyFifth Third Securities, Inc.04-27-2012
Devan Nicole FeeneyMorgan StanleyFinancial Engines Advisors L.L.C.06-20-2019
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Showing 1 to 25 of 243 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.