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
Matthew L. Woods WeberAmerican Portfolios Financial Services, Inc.Morgan Stanley$1001-04-2013
Kimball John BechtoldAmeriprise Financial Services, Inc.Morgan Stanley$10011-11-2016
Linda Eldridge TarboxAmeriprise Financial Services, Inc.Morgan Stanley04-22-2015
Robert Neil CeccarelliAmeriprise Financial Services, Inc.Morgan Stanley$5008-31-2012
John Devers HurshAmeriprise Financial Services, Inc.Morgan Stanley$2508-31-2012
Doug Viellette, Dan DanotoAmeriprise Financial Services, Inc.Morgan Stanley$21103-16-2012
Douglas Moss VeilletteAmeriprise Financial Services, Inc.Morgan Stanley$10003-16-2012
Daniel Francis DonatoAmeriprise Financial Services, Inc.Morgan Stanley$5003-16-2012
Christopher DillonAmeriprise Financial Services, Inc.Morgan Stanley09-30-2011
Theodore Charles DavisAmeriprise Financial Services, Inc.Morgan Stanley08-11-2011
Arnel Collantes GonzalesAmeriprise Financial Services, Inc.Morgan Stanley06-19-2009
Ryan Christophe KennedyCantella & Co., Inc.Morgan Stanley04-20-2012
Braeden Keith ZieglerCitigroup Global Markets Inc.Morgan Stanley05-26-2017
Harold Dean McMillan Jr.Citigroup Global Markets Inc.Morgan Stanley$1009-30-2014
David Ross NealCoburn & Meredith, Inc.Morgan Stanley09-17-2015
James Matthew FlynnCommonwealth Financial NetworkMorgan Stanley07-19-2019
Rance Joseph HillierCommonwealth Financial NetworkMorgan Stanley07-19-2019
Quentin Douglas ElliottCommonwealth Financial NetworkMorgan Stanley$5005-18-2018
Tiffany Marie KnoopCommonwealth Financial NetworkMorgan Stanley$5012-02-2016
Charles B CrillyCommonwealth Financial NetworkMorgan Stanley$5006-05-2014
Andrew Boris SalakFiduciary Investment Advisors, LLCMorgan Stanley12-24-2014
Harrison Frazier CanerFieldpoint Private Securities, LLCMorgan Stanley$10003-07-2011
David Peter ReissInternational Assets Advisory, LLCMorgan Stanley01-31-2019
June Strunk, Shane OJanney Montgomery ScottMorgan Stanley$30005-18-2017
June Strunk, Shane O'BrienJanney Montgomery ScottMorgan Stanley$17705-16-2017
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Showing 1 to 25 of 123 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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