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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Edward D. CampbellAmeriprise Financial Services, Inc.Morgan Stanley$10006-07-2019
Timothy Allen HeuiserAmeriprise Financial Services, Inc.Morgan Stanley$15012-07-2018
Steven Warren CookeBenjamin F. Edwards & Company, Inc.Morgan Stanley$25010-09-2019
Nicole A. Avery-YoungBenjamin F. Edwards & Company, Inc.Morgan Stanley03-13-2017
Christopher Gregory DelongBridgerock Capital, LLCMorgan Stanley01-20-2017
Sara Beth CookeBuckingham Strategic WealthMorgan Stanley02-14-2018
Karl C. WalzCentury Securities Associates, Inc.Morgan Stanley$10006-27-2017
Karen ZimmermanCommerce Brokerage Services, Inc.Morgan Stanley01-23-2017
Kent Christopher HiemenzCommerce Brokerage Services, Inc.Morgan Stanley$10005-10-2012
Michael William NelsonCUNA Brokerage Services, Inc.Morgan Stanley08-31-2017
Laura SilverbergCutter & Company, Inc.Morgan Stanley$10007-12-2019
Chris B BentlerEdward JonesMorgan Stanley$25005-30-2019
Manucci-Michael Michael KamaliEdward JonesMorgan Stanley05-06-2019
Ryan Steven GorskiEdward JonesMorgan Stanley03-11-2019
Daniel James KochsmeierEdward JonesMorgan Stanley10-08-2018
Gina Marie HoggattEdward JonesMorgan Stanley$50009-17-2018
Vincent C NockowskiEdward JonesMorgan Stanley07-02-2018
Brian John LambertEdward JonesMorgan Stanley$50004-24-2017
Carrie Gail CoatsEdward JonesMorgan Stanley$25009-26-2016
Rodney William BowermanEdward JonesMorgan Stanley$10003-22-2016
Jon Dale WebbEdward JonesMorgan Stanley02-18-2016
Michelle M. FruitEdward JonesMorgan Stanley$15011-23-2015
Christopher Lashon HowardEdward JonesMorgan Stanley10-17-2014
Richard Adam EbaughEdward JonesMorgan Stanley$10004-25-2014
Greg DeLong, Chris DeLongEdward JonesMorgan Stanley$20003-07-2014
Next Page »

Showing 1 to 25 of 156 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.

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