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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Ryan Steven GorskiEdward JonesMorgan Stanley03-11-2019
Daniel James KochsmeierEdward JonesMorgan Stanley10-08-2018
Carrie Gail CoatsEdward JonesMorgan Stanley09-26-2016
Rodney William BowermanEdward JonesMorgan Stanley$1003-22-2016
Michelle M. FruitEdward JonesMorgan Stanley11-23-2015
Richard Adam EbaughEdward JonesMorgan Stanley$1004-25-2014
Paul G. McCutchen IIIEdward JonesMorgan Stanley$5007-26-2013
Jerry Stuart CarterEdward JonesMorgan Stanley04-13-2012
Phillip Joseph MontgomeryEdward JonesMorgan Stanley03-12-2012
Madalina Loredana AndreiEdward JonesMorgan Stanley01-23-2012
Mark F. MunstermanEdward JonesMorgan Stanley$5001-13-2012
Dawn Marie FultzEdward JonesMorgan Stanley$5001-03-2012
Max Everett Hutsell IIEdward JonesMorgan Stanley10-17-2011
Sarah Ann ClemansEdward JonesMorgan Stanley$15008-15-2011
Warren Paul BarmoreEdward JonesMorgan Stanley01-24-2011
Daniel James ShoreEdward JonesMorgan Stanley11-15-2010
Michael John WatersEdward JonesMorgan Stanley$1001-19-2010
William Edward ScottEdward JonesMorgan Stanley$5006-19-2009

Showing 1 to 18 of 18 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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