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.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Anthony Angelo Picozzi Jr.Morgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Rondi Lou Rees ThorntonMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
William E. Bicker Jr.Morgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Robert Arthur MeyerottMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Harold Edgar Weber Jr.Morgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Timothy Alan FriedlMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
John Brewster ChampionMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Thomas Alan McKnightMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Kyle ChudomMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Douglas Wayne SilveriaMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
George Anthony GoinMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Steven Frank EspositoMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
David Lynn ClementMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Linda Benoit ReigelMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Joseph Steven AdamoMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Kevin Michael PetersMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Joseph Francis HuhnMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Scott Allan SeigMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Randall Mark MaharMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Kevin Peter DonohueMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
John Matthew PrinciottoMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Thomas Michael PechotaMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Robert Lawrence MillnerMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Blair Louis HorneMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Jeffrey Michael HollahanMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
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Showing 101 to 125 of 2,930 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.

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