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Advisers on the Move - InvestmentNews

Advisers on the Move TEST

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.

Recruiting Scoreboard (Q2 2020)

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Recruiting Losses

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Net Gains

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Adria Lee SchmidtkeMorgan StanleyWintrust Investments LLC11-15-2019
Deon Nicole PohlmannMorgan StanleyEdward Jones07-17-2019
Natalie Ann NormanMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated05-28-2019
Derrick Thomas Rashaun WilliamsMorgan StanleySecurian Financial Services, Inc.10-29-2018
Teresa MurphyMorgan StanleyCommerce Brokerage Services, Inc.09-29-2017
Christopher Peters TobinMorgan StanleyUMB Financial Services, Inc.09-20-2017
Adam Michael BichselMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated09-01-2017
Jason William LarchMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated09-01-2017
Michael Patrick KeeganMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated09-01-2017
Janice Ann NewberryMorgan 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 & Reed05-19-2016
Michael Ryan BoardMorgan StanleyCredit Suisse Securities (USA) LLC03-18-2016
Krystin M. 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
Dennis Scott SappingtonMorgan StanleyWells Fargo Clearing Services, LLC$5009-05-2014
Brian Paul WatkinsMorgan StanleyWells Fargo Clearing Services, LLC$10009-05-2014
Travis James MuddMorgan StanleyWells Fargo Clearing Services, LLC09-05-2014
Elizabeth Irene WalzMorgan StanleyCharles Schwab & Co., Inc.09-03-2014
Gregory Grover DelongMorgan StanleyEdward Jones$10003-07-2014
Christopher Gregory DelongMorgan StanleyEdward Jones03-07-2014
Sarah Kay Hanafin-JusticeMorgan StanleyINVEST Financial Corporation08-27-2013
Robert Ryan SelfMorgan StanleyPark Avenue Securities LLC04-17-2013
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Showing 1 to 25 of 56 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.