Advisers on the Move TEST

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.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Adam D ComptonRockefeller Financial LLCMorgan Stanley01-10-2020
Adam M. LeeTD Ameritrade Investment Management, LLCMorgan Stanley02-11-2014
Adam Scott AbramsonRockefeller Financial LLCMorgan Stanley$5001-10-2020
Adamo Stephen CalistriFifth Third Securities, Inc.Morgan Stanley02-06-2012
Alexander Bennett GreeneWells Fargo Clearing Services, LLCMorgan Stanley07-26-2013
Alexander Love Hinson Jr.Morgan StanleyMorgan Stanley02-11-2013
Alexander Turner Thomas IVFSC Securities CorporationMorgan Stanley04-14-2014
Ameet Anilkumar TijoriwalaSunTrust Investment Services, Inc.Morgan Stanley04-01-2019
Amos Theodore BeasonSA Stone Wealth Management Inc.Morgan Stanley$2502-04-2014
Amy Lynn CorbittMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley$1005-16-2014
Andrea E. CesareMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley10-31-2017
Andrew Eric KellerMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley05-23-2012
Angelina Marie FuntanillaJ.P. Morgan Securities LLCMorgan Stanley$15003-18-2011
Angie Fran DumlerInlight WealthMorgan Stanley12-01-2017
Anthony Edward KalinowskiTriad Advisors LLCMorgan Stanley$10002-17-2010
Anthony Wayne Martin Jr.UBS Financial Services Inc.Morgan Stanley10-19-2012
April Leigh GayRockefeller Financial LLCMorgan Stanley01-10-2020
Araya MesfinUBS Financial Services Inc.Morgan Stanley01-13-2014
Avery Sellmann RodtsGratus Capital Management, LLCMorgan Stanley09-06-2012
Barbara D. BartMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley$1011-17-2009
Barry Allen BarrStifel, Nicolaus & Company, IncorporatedMorgan Stanley05-11-2011
Benjamin David EsserInlight WealthMorgan Stanley11-21-2017
Benjamin DukesUBS Financial Services Inc.Morgan Stanley04-13-2012
Benjamin Frank JoelRBC Capital Markets, LLCMorgan Stanley$5005-24-2019
Benji Sheppard McLeod Jr.Merrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley$15010-11-2013
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Showing 1 to 25 of 292 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.