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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron Joseph PenceMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Aaron M. BlumMorgan StanleyMorgan Stanley & Co. LLC$2506-01-2009
Aaron WhiteMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Adam Alexander AndersonMorgan StanleyMorgan Stanley & Co. LLC$1006-01-2009
Adam Baker LandauMorgan StanleyMorgan Stanley & Co. LLC$1006-01-2009
Adam David LordMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Adam Francis ShapiroMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Adam Ira MarcusMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Adam Jan SlowikUBS Financial Services Inc.Morgan Stanley & Co. LLC03-06-2009
Adam Mac Donald TrueMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Adam Scott KendallMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Adam William De StefanoMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Adela LeeMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley & Co. LLC$1001-16-2009
Aimee Demariano CoganMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Aj Jolfai SafaviMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Ajay B MasandUBS Financial Services Inc.Morgan Stanley & Co. LLC$2501-07-2009
Al Frank BarronMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Alan Benton SilverbergMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Alan Browne WhitmanMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Alan Buford AdlerMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Alan Dean FadelMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Alan HimebaughMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Alan J RutchikMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Alan John CorazzaMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Alan Lowell ProctorMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Next Page »

Showing 1 to 25 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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