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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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Gregory Steven TurnerStifel, Nicolaus & Company, IncorporatedMorgan Stanley$15007-18-2013
Guy Edwin GerberStifel, Nicolaus & Company, IncorporatedMorgan Stanley$10005-09-2013
Benjamin Dean DoughtyStifel, Nicolaus & Company, IncorporatedMorgan Stanley07-09-2012
John Ruello Jr.Stifel, Nicolaus & Company, IncorporatedMorgan Stanley05-31-2012
Patricia Bayer WalshStifel, Nicolaus & Company, IncorporatedMorgan Stanley$10004-27-2012
Robert Schumann RichardStifel, Nicolaus & Company, IncorporatedMorgan Stanley$10004-27-2012
Thomas Mccrae LaneStifel, Nicolaus & Company, IncorporatedMorgan Stanley03-08-2012
Craig Stephen Bonelli Jr.Stifel, Nicolaus & Company, IncorporatedMorgan Stanley$15001-13-2012
Sheri Nicole LeveilleStifel, Nicolaus & Company, IncorporatedMorgan Stanley$5001-13-2012
Cindy L BerginStifel, Nicolaus & Company, IncorporatedMorgan Stanley$1001-13-2012
Russell Richard ReinschStifel, Nicolaus & Company, IncorporatedMorgan Stanley$5004-20-2011
Douglas Charles HoutzStifel, Nicolaus & Company, IncorporatedMorgan Stanley$2511-10-2010
Zadoc White Brown IIIStifel, Nicolaus & Company, IncorporatedMorgan Stanley11-04-2010
William Sidney ShragoStifel, Nicolaus & Company, IncorporatedMorgan Stanley10-26-2010
Paula Perdue HutchinsonStifel, Nicolaus & Company, IncorporatedMorgan Stanley$15010-14-2010
Richard Stewart CampbellStifel, Nicolaus & Company, IncorporatedMorgan Stanley$5010-14-2010
James Edward KlinglerStifel, Nicolaus & Company, IncorporatedMorgan Stanley$15005-25-2010
Richard Leon KohnStifel, Nicolaus & Company, IncorporatedMorgan Stanley$5005-25-2010
Katye S. DelashawStifel, Nicolaus & Company, IncorporatedMorgan Stanley$2505-25-2010
Robert Emmet Seibels IIIStifel, Nicolaus & Company, IncorporatedMorgan Stanley05-25-2010
Michael Harlow LuckettStifel, Nicolaus & Company, IncorporatedMorgan Stanley05-25-2010
Benjamin Watson Walker IIIStifel, Nicolaus & Company, IncorporatedMorgan Stanley05-25-2010
Gary Lee TibbsStifel, Nicolaus & Company, IncorporatedMorgan Stanley$5005-20-2010
Eric Andrew RobbStifel, Nicolaus & Company, IncorporatedMorgan Stanley$1004-29-2010

Showing 1 to 24 of 24 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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