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


Top States

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Ashton Alexander LoveDavenport & Company LLCMorgan Stanley09-30-2019
Stewart Marshall SiglerDavenport & Company LLCMorgan Stanley$2511-04-2016
Anne Reece McVeighDavenport & Company LLCMorgan Stanley$10911-04-2016
Philip Edward PauletteDavenport & Company LLCMorgan Stanley$911-04-2016
Jason Michael AlfordDavenport & Company LLCMorgan Stanley11-04-2016
Edwin James PinigisDavenport & Company LLCMorgan Stanley10-06-2016
Holly Ray CrockettDavenport & Company LLCMorgan Stanley$15004-06-2015
Marion Cosby KastenbaumDavenport & Company LLCMorgan Stanley08-06-2014
Marie RamirezDavenport & Company LLCMorgan Stanley03-18-2010

Showing 1 to 9 of 9 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.