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
Elizabeth Ann Graney-ReedFolger Nolan Fleming Douglas IncorporatedJohnston, Lemon & Co. Incorporated$10004-01-2015
John Franklin Clardy IIIFolger Nolan Fleming Douglas IncorporatedJohnston, Lemon & Co. Incorporated$10011-28-2014
Brian Edward CollFolger Nolan Fleming Douglas IncorporatedJohnston Lemon Asset Management Inc$25011-07-2014
W. Walter Booth Sr.Folger Nolan Fleming Douglas IncorporatedMorgan Stanley$10007-12-2013
Donald Jude ChudzikFolger Nolan Fleming Douglas IncorporatedMerrill Lynch, Pierce, Fenner & Smith Incorporated01-06-2012
Florence Klinger BirdFolger Nolan Fleming Douglas IncorporatedMorgan Keegan & Company, Inc.01-06-2012
Florence Klinger BirdFolger Nolan Fleming Douglas IncorporatedMorgan Stanley03-22-2010
Marc Romeyn LippmanFolger Nolan Fleming Douglas IncorporatedPNC Investments$10012-11-2009
Stanley F. TureskyFolger Nolan Fleming Douglas IncorporatedCitigroup Global Markets Inc.$50005-08-2009
Robert KwiatkowskiFolger Nolan Fleming Douglas IncorporatedMerrill Lynch, Pierce, Fenner & Smith Incorporated$25002-06-2009

Showing 1 to 10 of 10 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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