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.

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Recruiting Scoreboard (Q4 2020)

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Angelique Garrett DelevaMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated04-01-2013
Barry M CohenMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated05-05-2017
Bradley Alan CullMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated07-24-2015
Bryan Christopher JohnsonMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$15006-03-2016
Carla D EriksonMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$10003-03-2017
Carlos A GuarderasMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated11-01-2011
Charles Warren WillisMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$4705-05-2017
Crawford Williamson Long IvMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated08-04-2017
Daniel Howard BradleyMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$5008-27-2010
Daniel P DixMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated09-12-2019
David Lawrence McdanielMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$10006-23-2011
David Rodney ThielenMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$15008-29-2014
Daymeon A FishbackMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated02-01-2013
Dylan Robert LantryMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated01-07-2020
Elizabeth Muse LayneMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated01-15-2016
Garry W BridgemanMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$66309-26-2013
Gary Crowe CaseyMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$10007-24-2020
Glenn T FerrellMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated03-29-2017
Hanna E LahoodMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$8306-22-2012
Harsh B JayaswalMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$5009-12-2019
Hyunwoo Preston ChoMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated01-18-2019
James Douglas KrantzMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated08-04-2017
James Greer BrownMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated03-29-2017
James Norman Pember SrMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated09-09-2011
Jason Andrew JenkinsMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$15010-05-2012
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Showing 1 to 25 of 82 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.