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.

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Latest moves

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Vanee Ann RansomCommonwealth Financial NetworkMorgan Stanley$1003-13-2019
Ray James KrusicCommonwealth Financial NetworkMorgan Stanley$15001-25-2019
Ann McKeeverCommonwealth Financial NetworkMorgan Stanley06-25-2015
William Francis Gould Jr.Commonwealth Financial NetworkMorgan Stanley$15004-19-2013
Christopher Michael LamalCommonwealth Financial NetworkMorgan Stanley$2504-19-2013
Russell J OlsonCommonwealth Financial NetworkMorgan Stanley$10003-16-2012
Brian D. KonzCommonwealth Financial NetworkMorgan Stanley09-25-2009

Showing 1 to 7 of 7 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.