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
Scott Robert AndersonAltus Wealth Group, LLCMorgan Stanley11-12-2019
Brian David SchmidtMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley11-07-2019
Rachel Marie BuffaloPersonal Capital Advisors CorporationMorgan Stanley09-18-2019
John Alberto PistilliForecast Capital ManagementMorgan Stanley06-21-2019
Marc Timothy Pasquariello-WilliamsRBC Capital Markets, LLCMorgan Stanley03-06-2019
Robyn Ann OwensJ.P. Morgan Securities LLCMorgan Stanley02-21-2019
Logan Meisel PessesUBS Financial Services Inc.Morgan Stanley02-01-2019
Raymond Douglas WongDunston Financial Group, LLCMorgan Stanley01-18-2019
Robert John Krug Jr.Elevate Business Solutions, LLCMorgan Stanley11-30-2018
John Andersen-KirtlandWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Morgan Stanley04-06-2018
Wendy Sue MurrRaymond James & Associates, Inc.Morgan Stanley02-02-2018
Nina Yvonne DunganMorganRosel Wealth Management, LLCMorgan Stanley12-15-2017
Donavan CoxAberle Investment Management LLCMorgan Stanley11-27-2017
Jessica J TaiWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Morgan Stanley10-16-2017
Kwesi Tuere ColemanWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Morgan Stanley10-13-2017
Mark Joseph Celusniak Jr.Schwab Private Client Investment Advisory, Inc.Morgan Stanley06-23-2017
Justin R. BankPersonal Capital Advisors CorporationMorgan Stanley05-12-2017
Kerry E ChambersHighTower Securities, LLCMorgan Stanley04-21-2017
Brooke Marie SugameleRaymond James Financial Services, Inc.Morgan Stanley02-15-2017
Donald A. SawyerMountain Capital Investment Advisors IncMorgan Stanley01-16-2017
Katherine Sarah KralMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley09-06-2016
Todd Kenneth GreimannCherry Hills Investment Advisors, Inc.Morgan Stanley08-08-2016
Paul B. RohrWells Fargo Advisors Financial Network, LLCMorgan Stanley04-29-2016
Kim Louise RitchieRBC Capital Markets, LLCMorgan Stanley04-28-2016
Edwin S Blanchard IIWestern Wealth Management LLCMorgan Stanley02-19-2016
Next Page »

Showing 1 to 25 of 157 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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