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
Janice Ann Newberry CFPMorgan StanleyLPL Financial LLC$2506-19-2017
Bradley Louis BoessenMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated08-05-2016
Ryan David LuethyMorgan StanleyThrivent Investment Management Inc.07-19-2016
Ethan Marc SilvermanMorgan StanleyWaddell & Reed$1,00005-19-2016
Krystin Michele ShermanMorgan StanleyUSAA Financial Advisors, Inc.01-13-2016
John Andrew StewartMorgan StanleyWaddell & Reed$5004-27-2015
Gary Norman ShawMorgan StanleyWells Fargo Clearing Services, LLC09-08-2014
Travis James MuddMorgan StanleyWells Fargo Clearing Services, LLC09-05-2014
Elizabeth Irene WalzMorgan StanleyCharles Schwab & Co., Inc.09-03-2014
Christopher Gregory DelongMorgan StanleyEdward Jones03-07-2014
Gregory Grover DelongMorgan StanleyEdward Jones$5003-07-2014
Sarah Kay Hanafin-JusticeMorgan StanleyINVEST Financial Corporation08-27-2013
Robert Ryan SelfMorgan StanleyPark Avenue Securities LLC04-17-2013
James Clinton UsherMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated04-11-2013
Jerri Lynn LovelandMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated12-06-2012
Jeffery Joseph AngoldMorgan StanleySecurian Financial Services, Inc.11-05-2012
Scott Henry SchoenfeldMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated08-03-2012
Kimberly D DanielleMorgan StanleyMetLife Securities Inc.05-14-2012
Craig Kurth BillingsleyMorgan StanleyWells Fargo Clearing Services, LLC$5004-27-2012
Jeffrey Bryan HollingsworthMorgan StanleyWells Fargo Clearing Services, LLC$15004-27-2012
Matthew Thomas HanrahanMorgan StanleyMariner Wealth Advisors04-19-2012
Timothy Dale SalzmanMorgan StanleyEdward Jones$8304-05-2012
Sheri Carol MccannMorgan StanleyStifel, Nicolaus & Company, Incorporated$1,00002-17-2012
Samuel Clark MorrisMorgan StanleyEdward Jones$102-16-2012
Kenneth Warren RobertsMorgan StanleyLPL Financial LLC$5001-19-2012
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Showing 1 to 25 of 39 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.


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