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
Adam Shain AldrichVALIC Financial Advisors, Inc.Morgan Stanley$10006-20-2012
Andrea Elizabeth ColadarciVALIC Financial Advisors, Inc.Morgan Stanley10-27-2011
Andres Velasquez Jr.VALIC Financial Advisors, Inc.Morgan Stanley08-21-2013
Anthony Michael MccoyVALIC Financial Advisors, Inc.Morgan Stanley10-25-2011
Bobbi J LanganVALIC Financial Advisors, Inc.Morgan Stanley12-02-2019
Charles C Kuahine IIIVALIC Financial Advisors, Inc.Morgan Stanley09-10-2014
Christopher Jay CowartVALIC Financial Advisors, Inc.Morgan Stanley$10008-14-2012
Elisa Deborah RamosVALIC Financial Advisors, Inc.Morgan Stanley05-22-2018
Eric Michael JohnsonVALIC Financial Advisors, Inc.Morgan Stanley09-14-2011
Gary Adam HerschVALIC Financial Advisors, Inc.Morgan Stanley$25006-01-2012
Gary Alan EvansVALIC Financial Advisors, Inc.Morgan Stanley10-13-2011
Hugh W Gates IVVALIC Financial Advisors, Inc.Morgan Stanley09-11-2009
James M KahnVALIC Financial Advisors, Inc.Morgan Stanley10-17-2013
Jason Patrick McmahonVALIC Financial Advisors, Inc.Morgan Stanley12-21-2015
Joellen M PastorsVALIC Financial Advisors, Inc.Morgan Stanley06-25-2009
Kim S. SeymourVALIC Financial Advisors, Inc.Morgan Stanley09-20-2016
Kristy Marie PhilippeVALIC Financial Advisors, Inc.Morgan Stanley$10001-18-2018
Philip John ZaczekVALIC Financial Advisors, Inc.Morgan Stanley$10007-23-2018
Stefan Gene DangeloVALIC Financial Advisors, Inc.Morgan Stanley06-19-2013
Timothy John TuckerVALIC Financial Advisors, Inc.Morgan Stanley09-26-2011
Travis Clemente RichVALIC Financial Advisors, Inc.Morgan Stanley11-01-2018
Wesley Leroy AdkinsVALIC Financial Advisors, Inc.Morgan Stanley11-11-2013

Showing 1 to 22 of 22 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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