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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Recruiting Scoreboard (Q4 2020)

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron E MechlingKMG Fiduciary Partners, LLCMorgan Stanley$1,00009-21-2018
Aaron Joseph TillWells Fargo Clearing Services, LLCMorgan Stanley05-10-2016
Adam KwiecinskiEdward JonesMorgan Stanley09-23-2016
Allen Clement CrockWells Fargo Clearing Services, LLCMorgan Stanley$5009-28-2018
Amanda L RodmanRockefeller Financial LLCMorgan Stanley11-22-2019
Amanda Louise PenitzRaymond James & Associates, Inc.Morgan Stanley$10008-25-2017
Andres VelasquezVALIC Financial Advisors, Inc.Morgan Stanley08-21-2013
Andrew James StoverMcDonald Partners LLCMorgan Stanley$50003-23-2010
Andrew Michael CuprisinWells Fargo Clearing Services, LLCMorgan Stanley04-07-2017
Anne Elisabeth SpaineWells Fargo Advisors Financial Network, LLCMorgan Stanley$15007-15-2011
April Lynne WhiteheadAmeriprise Financial Services, LLCMorgan Stanley$9511-11-2011
Benjamin Aaron KusnerKMG Fiduciary Partners, LLCMorgan Stanley$1,00001-22-2020
Benjamin D HayesThe Huntington Investment CompanyMorgan Stanley02-08-2017
Bradley Aaron ClasenStifel, Nicolaus & Company, IncorporatedMorgan Stanley01-11-2019
Brent WagnerMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley$1912-13-2011
Brian Adam ZeidWells Fargo Advisors Financial Network, LLCMorgan Stanley$3008-18-2016
Brian Patrick MurphyMid Atlantic Capital CorporationMorgan Stanley$5010-26-2009
Brian Scot StevensonWells Fargo Clearing Services, LLCMorgan Stanley01-22-2016
Brittany Marie SmithWells Fargo Clearing Services, LLCMorgan Stanley04-24-2014
Brooke SturdivantJ.P. Morgan Securities LLCMorgan Stanley06-24-2019
Carmen M MonacoWells Fargo Clearing Services, LLCMorgan Stanley09-13-2013
Caryl-Lyn MazulloUBS Financial Services Inc.Morgan Stanley11-12-2010
Casey MarshMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley$15004-23-2010
Chace Westin MckinneyWells Fargo Clearing Services, LLCMorgan Stanley01-02-2020
Chad LybargerJ.P. Morgan Securities LLCMorgan Stanley07-22-2016
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Showing 1 to 25 of 227 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.