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

Filters

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

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15

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.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.