Advisers on the Move TEST

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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Alan Abraham LinkerStifel, Nicolaus & Company, IncorporatedMorgan Stanley$50003-12-2015
Alexander Stephen MonroeStifel, Nicolaus & Company, IncorporatedMorgan Stanley$10007-31-2015
Alexandra Elizabeth NolanStifel, Nicolaus & Company, IncorporatedMorgan Stanley09-29-2016
Alfred David Scoones Jr.Stifel, Nicolaus & Company, IncorporatedMorgan Stanley$50004-20-2012
Alfredo SerranoStifel, Nicolaus & Company, IncorporatedMorgan Stanley$10011-08-2019
Alissa N. CarlossStifel, Nicolaus & Company, IncorporatedMorgan Stanley$13505-03-2013
Amy Keiko DosierStifel, Nicolaus & Company, IncorporatedMorgan Stanley$15006-04-2010
Andrew B. WoolworthStifel, Nicolaus & Company, IncorporatedMorgan Stanley$10011-30-2012
Andrew James FooteStifel, Nicolaus & Company, IncorporatedMorgan Stanley05-13-2016
Andrew LendaStifel, Nicolaus & Company, IncorporatedMorgan Stanley$50011-09-2018
Andrew PagoulatosStifel, Nicolaus & Company, IncorporatedMorgan Stanley$15002-08-2013
Anthony John ReStifel, Nicolaus & Company, IncorporatedMorgan Stanley07-09-2012
Barry Allen BarrStifel, Nicolaus & Company, IncorporatedMorgan Stanley$10005-11-2011
Barry Michael StockerStifel, Nicolaus & Company, IncorporatedMorgan Stanley$25010-12-2012
Benjamin Dean DoughtyStifel, Nicolaus & Company, IncorporatedMorgan Stanley$10007-09-2012
Benjamin Watson Walker IIIStifel, Nicolaus & Company, IncorporatedMorgan Stanley$15005-25-2010
Bernard Allen Spielman IIStifel, Nicolaus & Company, IncorporatedMorgan Stanley$25002-01-2010
Beverly V Bishop IIStifel, Nicolaus & Company, IncorporatedMorgan Stanley$25007-30-2010
Bradley Aaron ClasenStifel, Nicolaus & Company, IncorporatedMorgan Stanley$10001-11-2019
Brady S. BurtonStifel, Nicolaus & Company, IncorporatedMorgan Stanley$25012-17-2009
Brent WoolstenhulmeStifel, Nicolaus & Company, IncorporatedMorgan Stanley$50012-17-2009
Brian Patrick ThomasStifel, Nicolaus & Company, IncorporatedMorgan Stanley$10009-13-2018
Brian Payne WilkinsonStifel, Nicolaus & Company, IncorporatedMorgan Stanley$50005-12-2016
Bruce Allen EdelsohnStifel, Nicolaus & Company, IncorporatedMorgan Stanley$50006-12-2009
Bruce Ian GouldStifel, Nicolaus & Company, IncorporatedMorgan Stanley$50006-24-2013
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Showing 1 to 25 of 294 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.