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
Sam Peter John Irvine1st Global Capital Corp.Morgan Stanley11-25-2014
Meryl Linda Futey1st Global Capital Corp.Morgan Stanley08-05-2011
Martin Charles Johnson361 Financial Planning, Inc.Morgan Stanley05-23-2016
Andrew John Mies6 Meridian LLCMorgan Stanley09-09-2016
Bryan Scott Green6 Meridian LLCMorgan Stanley09-09-2016
Denice Renea Robinson6 Meridian LLCMorgan Stanley09-09-2016
Margaret Ann Dechant6 Meridian LLCMorgan Stanley09-09-2016
Pamela Ann Smith6 Meridian LLCMorgan Stanley09-09-2016
Sarah Jean Hampton6 Meridian LLCMorgan Stanley09-09-2016
Thomas Henry Kirk III6 Meridian LLCMorgan Stanley09-09-2016
Trevor Lawerence Phillippi6 Meridian LLCMorgan Stanley09-09-2016
Donavan CoxAberle Investment Management, LLCMorgan Stanley11-27-2017
Gregory Jay MolleAdvisorNet Wealth ManagementMorgan Stanley09-12-2014
Alyssa Jeannette RakovichAdvisory Group Equity Services Ltd.Morgan Stanley02-19-2016
David PoupardAegis Capital Corp.Morgan Stanley05-29-2013
Elizabeth Anne NewmanAegis Capital Corp.Morgan Stanley02-08-2013
Ross Christian BevevinoAlexander Capital, L.P.Morgan Stanley12-06-2013
James Raymond AljianAljian Capital ManagementMorgan Stanley09-06-2013
Jessica Marie MarkarianAljian Capital ManagementMorgan Stanley09-06-2013
Thomas Alan BixbyAllen & Company of Florida, Inc.Morgan Stanley$15002-22-2013
John Joseph LeonardAllianceBernstein L.P.Morgan Stanley10-05-2009
Donald Kirk DarnellAllstate Financial Services, LLCMorgan Stanley$109-27-2017
Charles Randall PlottAllstate Financial Services, LLCMorgan Stanley10-16-2015
Raymond D. CalderonAllstate Financial Services, LLCMorgan Stanley05-08-2013
Mogahed Mohamed IbrahimAllstate Financial Services, LLCMorgan Stanley04-01-2013
Next Page »

Showing 1 to 25 of 8,224 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.


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