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 L. McCormack1st Global Capital Corp.Morgan Stanley05-01-2013
John David AndersonAmeriprise Financial Services, Inc.Morgan Stanley$10007-03-2014
Gregory John ZienowiczAmeriprise Financial Services, Inc.Morgan Stanley$5003-21-2014
Karen Kathleen MaffeoAmeriprise Financial Services, Inc.Morgan Stanley$10003-15-2013
Mark David KantorAmeriprise Financial Services, Inc.Morgan Stanley$5009-21-2012
Don Milich, Clifford WangBarclays WealthMorgan Stanley$75006-16-2010
Steven Archie NapierBB&T Securities, LLCMorgan Stanley$5011-02-2017
Robert Micheal ChildsBB&T Securities, LLCMorgan Stanley07-06-2016
Kevin Ross MyersCetera Advisors LLCMorgan Stanley$5005-12-2011
Pierre Steven GeorgeCetera Investment Services LLCMorgan Stanley03-25-2015
Robert William RobinsonConfidant Financial Solutions, LLCMorgan Stanley09-09-2015
Richard Anthony CritelliFifth Third Securities, Inc.Morgan Stanley$1,00004-25-2019
Zachary Landon CloudGoldman Sachs & Co.Morgan Stanley09-10-2015
Bradley Mason TowsonIFG Advisory, LLCMorgan Stanley04-21-2016
Jeffrey KimJ.P. Morgan Securities LLCMorgan Stanley07-19-2019
Robert Jeff ShoupJ.P. Morgan Securities LLCMorgan Stanley03-18-2011
Charles Allen Ratliff Jr.J.P. Morgan Securities LLCMorgan Stanley03-18-2011
Tsun C LuoJ.P. Morgan Securities LLCMorgan Stanley08-09-2010
Kyle William CrawfordLakeview Capital Partners, LLCMorgan Stanley01-02-2014
John Cannon HydrickLincoln Financial Advisors CorporationMorgan Stanley06-02-2016
Charles Ferrell JenkinsLincoln Financial Advisors CorporationMorgan Stanley03-31-2014
Michael James StruckmanLPL Financial LLCMorgan Stanley$10005-07-2019
Bradley TowsonLPL Financial LLCMorgan Stanley$8004-14-2016
Robert Adam WiswellLPL Financial LLCMorgan Stanley07-17-2013
Kristin Marie SarafinisMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley02-22-2018
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Showing 1 to 25 of 129 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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