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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Bradley K IngersollMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Bradley Scott PooreMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Bradley Wayne HulseMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Branch Lawson HaymansMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Brandon Jeffrey WatersMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Brandon Shane SchlesingerMorgan StanleyMorgan Stanley & Co. LLC$1006-01-2009
Brannan Paul VaughanMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Brenda Lee MooreMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Brenda Marie Bodin HuebnerMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Brendan Rowan ConnollyMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Brent Allen SchweisbergerMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Brent Douglas HighbergerMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Brent Eric LarkinMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Bret Hamilton ButtersMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Brett Christian CrawfordUBS Financial Services Inc.Morgan Stanley & Co. LLC$10002-27-2009
Brett James CavalieriMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Brett James WigginsMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Brett Justin CiarelliMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Brett Michael SingerMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Brett Walter AnthonyMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Brian Alexander De SouzaMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Brian Alexander LindsayMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Brian Christopher Kenney, Heather Ilene KenneyUBS Financial Services Inc.Morgan Stanley & Co. LLC$10003-06-2009
Brian D ParcellMorgan StanleyMorgan Stanley & Co. LLC$2506-01-2009
Brian David CurrierMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
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Showing 176 to 200 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


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