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
Matt C. MelineSanctuary WealthMorgan Stanley$10008-23-2019
Seth Adam TalbotCambridge Investment Research, Inc.Morgan Stanley07-22-2019
Francis Kakra SamCUNA Brokerage Services, Inc.Morgan Stanley07-19-2019
Zachary Alexander MarshCalibrate Wealth, LLCMorgan Stanley11-03-2017
David Eric RasmussenCalibrate Wealth, LLCMorgan Stanley11-02-2017
Christine Kay FerringRaymond James Financial Services, Inc.Morgan Stanley$5309-15-2017
Gal Eliezer PerlmutterBFC Planning, Inc.Morgan Stanley07-24-2017
Stephen Lowell SchaefferHilltop Securities Independent Network Inc.Morgan Stanley$1001-20-2017
Matthew Dennis BaumannEdward JonesMorgan Stanley12-02-2016
Vickie Laverne ClarkWaddell & ReedMorgan Stanley12-05-2014
Malcolm Doak SelineRBC Capital Markets, LLCMorgan Stanley$1010-21-2014
Amber Marie TerryEdward JonesMorgan Stanley03-14-2014
Kevin R. EidellCUNA Brokerage Services, Inc.Morgan Stanley01-17-2014
Tim J. RhoadesLPL Financial LLCMorgan Stanley12-16-2013
Byron C. WilliamsonLPL Financial LLCMorgan Stanley12-16-2013
Val J. Smith IIAmeriprise Financial Services, Inc.Morgan Stanley$10008-02-2013
Robert Donald ChleboradUBS Financial Services Inc.Morgan Stanley$10011-01-2011
Thomas Lee BoulundUBS Financial Services Inc.Morgan Stanley$5009-30-2011
Kelly Brion BramerUBS Financial Services Inc.Morgan Stanley09-30-2011
Richard Allen StachonUBS Financial Services Inc.Morgan Stanley$10007-27-2011
Jon Jeffrey PedersenRobert W. Baird & Co. IncorporatedMorgan Stanley$10007-13-2011
Stephenson GraggMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley$10004-29-2011
Carol Skelton AdermanCUNA Brokerage Services, Inc.Morgan Stanley$2502-07-2011
Wendy J B BelleriveCambridge Investment Research, Inc.Morgan Stanley$5010-01-2010
John Butler CooneyCambridge Investment Research, Inc.Morgan Stanley10-01-2010
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Showing 1 to 25 of 30 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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