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
Alexander Louis DotyEdward JonesMorgan Stanley01-07-2013
Andrew Lawrence ThomassonWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Morgan Stanley02-07-2014
Andrew Todd SharonMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley05-26-2016
Ann Margaret Aliac MacagbaWells Fargo Advisors Financial Network, LLCMorgan Stanley11-02-2017
Benjamin Dean DoughtyStifel, Nicolaus & Company, IncorporatedMorgan Stanley$10007-09-2012
Benjamin Messiah MobleyFirst Allied Advisory Services, Inc.Morgan Stanley05-03-2012
Benjamin Watson Walker IIIStifel, Nicolaus & Company, IncorporatedMorgan Stanley$15005-25-2010
Bradley Louis BoessenMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley07-21-2018
Brian Charles McCrackenPurshe Kaplan Sterling InvestmentsMorgan Stanley$20001-04-2010
Brian John LambertEdward JonesMorgan Stanley$50004-24-2017
Brittany Marie SmithWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Morgan Stanley04-24-2014
Carrie Gail CoatsEdward JonesMorgan Stanley$25009-26-2016
Chad Herschel SamuelWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Morgan Stanley$50010-25-2010
Chris B BentlerEdward JonesMorgan Stanley$25005-30-2019
Christopher Barnes HibbardU.S. Bancorp Investments, Inc.Morgan Stanley$25011-19-2010
Christopher Gregory DelongBridgerock Capital, LLCMorgan Stanley01-20-2017
Christopher Lashon HowardEdward JonesMorgan Stanley10-17-2014
Cindy L BerginStifel, Nicolaus & Company, IncorporatedMorgan Stanley$10001-13-2012
Courtney Colleen GarzaWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Morgan Stanley09-07-2016
Craig K. BillingsleyMoloney Securities Co., Inc.Morgan Stanley$50006-11-2019
Craig Stephen Bonelli Jr.Stifel, Nicolaus & Company, IncorporatedMorgan Stanley$15001-13-2012
Crystal Jean HarrisWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Morgan Stanley$10011-15-2011
Curt Michael KruseU.S. Bancorp Investments, Inc.Morgan Stanley$10011-29-2010
Dale William Von HoffmannMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley$23712-04-2009
Daniel James KochsmeierEdward JonesMorgan Stanley10-08-2018
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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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


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