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.

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
Elizabeth L. McCormack1st Global Capital Corp.Morgan Stanley05-01-2013
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 Stanley$10009-09-2016
Denice Renea Robinson6 Meridian LLCMorgan Stanley09-09-2016
Bryan Scott Green6 Meridian LLCMorgan Stanley$10009-09-2016
Margaret Ann Dechant6 Meridian LLCMorgan Stanley$29209-09-2016
Trevor Lawerence Phillippi6 Meridian LLCMorgan Stanley09-09-2016
William Knox Lang7B Advisors LLCMorgan Stanley08-12-2020
Ben D David DembinA.G.P / Alliance Global PartnersMorgan Stanley$5405-15-2019
Riccardo Maria RainieriA.G.P / Alliance Global PartnersMorgan Stanley$5004-16-2018
Joshua William HodgesAaron Wealth AdvisorsMorgan Stanley02-04-2019
Donavan CoxAberle Investment Management LLCMorgan Stanley11-27-2017
Matthew James FloodAbner Herrman & Brock, LLCMorgan Stanley09-06-2011
Zhaohui LiAcela Capital Management, LLCMorgan Stanley05-25-2010
Zhaozhu GeAcela Capital Management, LLCMorgan Stanley05-25-2010
John Richard SealeAdkins Seale Capital Management LLCMorgan Stanley04-19-2013
Philip Michael AdkinsAdkins Seale Capital Management LLCMorgan Stanley$2504-19-2013
Gregory Jay MolleAdvisorNet Wealth ManagementMorgan Stanley$10009-12-2014
Kevin Roberto NunezAdvisory Group Equity Services Ltd.Morgan Stanley09-11-2019
Alyssa Jeannette RakovichAdvisory Group Equity Services Ltd.Morgan Stanley02-19-2016
Robert C DavidAdvisory Services NetworkMorgan Stanley04-08-2019
Stephen Robert CrockerAdvisory Services NetworkMorgan Stanley04-06-2017
Christian Paul Martin ClausenAE Wealth Management, LLCMorgan Stanley07-05-2016
Next Page »

Showing 1 to 25 of 11,228 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. 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.