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
Nicholas J. PavlisMorgan StanleyJ.P. Morgan Securities LLC04-01-2019
Derek Gene JohnstonMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$2111-30-2018
Kent Taylor WoleverMorgan StanleyEdward Jones05-19-2017
Craig Robert SilbergMorgan StanleyUBS Financial Services Inc.01-13-2017
Rocki Rance WalkerMorgan StanleyWells Fargo Clearing Services, LLC$13608-26-2016
Eric Matthew WalkerMorgan StanleyWells Fargo Clearing Services, LLC$10008-26-2016
Paul Charles BizjackMorgan StanleyWells Fargo Clearing Services, LLC$5008-26-2016
John Philip BizjackMorgan StanleyWells Fargo Clearing Services, LLC08-26-2016
Joshua I HartMorgan StanleyBancWest Investment Services, Inc.09-01-2015
John R. TaylorMorgan StanleyJ.P. Morgan Securities LLC09-01-2015
Michael Dennis SteinmetzMorgan StanleyBOK Financial Services, Inc.04-09-2015
Paul Michael MalloyMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$20003-13-2015
Paul H. NeumannMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated07-08-2014
Timothy T Koski, Michael David ChristianMorgan StanleyJ.P. Morgan Securities LLC04-25-2014
Ted Bowling, Aaron BowlingMorgan StanleyEdward Jones$34410-18-2013
Ted Lynn Bowling, Aaron Benjamin BowlingMorgan StanleyEdward Jones$2510-18-2013
David Wesley Niles, David Phillip NilesMorgan StanleyWells Fargo Clearing Services, LLC$1010-11-2013
Wayne Thomas ChoisnetMorgan StanleyArvest Wealth Management$2507-19-2013
Michael Robert PattersonMorgan StanleyEdward Jones12-07-2012
Thomas Henry French IIMorgan StanleyEdward Jones12-07-2012
John Edward HarrisMorgan StanleyEdward Jones$10010-19-2012
Joshua Owen HerlanMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated03-02-2012
Kelly Ryan HewittMorgan StanleyAmeriprise Financial Services, Inc.10-17-2011
Lorn John LymanMorgan StanleyWells Fargo Clearing Services, LLC$10009-16-2011
Jason Rex MansurMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$10006-30-2011
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Showing 1 to 25 of 94 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.


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