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
Aaron MitraniOppenheimer & Co. Inc.Morgan Stanley02-27-2012
Adel Emile SayahOppenheimer & Co. Inc.Morgan Stanley06-26-2009
Alan B WollerOppenheimer & Co. Inc.Morgan Stanley06-21-2016
Albert Joseph DelucaOppenheimer & Co. Inc.Morgan Stanley10-11-2010
Alex G PericoOppenheimer & Co. Inc.Morgan Stanley10-01-2012
Alex LeeOppenheimer & Co. Inc.Morgan Stanley11-06-2017
Alexandre Martins SantosOppenheimer & Co. Inc.Morgan Stanley07-02-2013
Allen WeissOppenheimer & Co. Inc.Morgan Stanley06-15-2010
Amy Beth DeckerOppenheimer & Co. Inc.Morgan Stanley$5010-18-2019
Andrea LoughlinOppenheimer & Co. Inc.Morgan Stanley$5009-21-2015
Andreas Constantine KoustisOppenheimer & Co. Inc.Morgan Stanley10-06-2017
Andrew Joseph KorisOppenheimer & Co. Inc.Morgan Stanley12-19-2016
Andrew Michael LernerOppenheimer & Co. Inc.Morgan Stanley03-27-2014
Anthony A CristianoOppenheimer & Co. Inc.Morgan Stanley$1009-20-2013
Anthony A PellOppenheimer & Co. Inc.Morgan Stanley01-04-2013
Anthony Joseph ManougianOppenheimer & Co. Inc.Morgan Stanley$2512-18-2012
Ariel A. RiveroOppenheimer & Co. Inc.Morgan Stanley$10010-01-2015
Benjamin OkinOppenheimer & Co. Inc.Morgan Stanley06-04-2012
Benson Lin Fong ChanOppenheimer & Co. Inc.Morgan Stanley10-18-2012
Beverly Mountain Brumbaugh Jr.Oppenheimer & Co. Inc.Morgan Stanley06-12-2009
Bradley E. PhillipsOppenheimer & Co. Inc.Morgan Stanley01-25-2019
Brent Charles IonOppenheimer & Co. Inc.Morgan Stanley$5002-18-2020
Brian Francis HayesOppenheimer & Co. Inc.Morgan Stanley$10003-19-2010
Brooke Lea BergrudOppenheimer & Co. Inc.Morgan Stanley$1011-11-2011
Carla Marie WeidmanOppenheimer & Co. Inc.Morgan Stanley01-06-2010
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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.