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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
William Cole OsborneMorgan StanleyEdward Jones10-25-2019
Kent Taylor WoleverMorgan StanleyEdward Jones05-19-2017
Donald Kirk DarnellMorgan StanleyEdward Jones04-01-2016
Jeremy Jason JanowskiMorgan StanleyEdward Jones$2501-29-2015
Ted Lynn BowlingMorgan StanleyEdward Jones$2510-18-2013
Aaron Benjamin BowlingMorgan StanleyEdward Jones10-18-2013
Ashley Elizabeth StephensMorgan StanleyEdward Jones03-19-2013
Michael Robert PattersonMorgan StanleyEdward Jones$10012-07-2012
Thomas Henry French IIMorgan StanleyEdward Jones12-07-2012
Ryan Wayne StullMorgan StanleyEdward Jones$1011-09-2012
John Edward HarrisMorgan StanleyEdward Jones$10010-19-2012
Mark Anthony JohnsonMorgan StanleyEdward Jones$2505-18-2012

Showing 1 to 12 of 12 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.