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
Alistair William Harding-SmithMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Arnold Bunker Medbery Jr.Morgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Brett Christian CrawfordUBS Financial Services Inc.Morgan Stanley & Co. LLC$10002-27-2009
Bryan M Blackburn IIMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Charles Harrison JonesMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
David Edgar MaloneMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
David Michael WelshMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
David Ryan JefferyMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Donald Richard BarthelMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
George Eric OllerMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Glenda Beard GoughMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Gregory Van HarvilleMorgan StanleyMorgan Stanley & Co. LLC$2506-01-2009
Harrison Jones CampbellMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Harvey Lee MayMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Herman Brantley Sanders IIIWells Fargo Clearing Services, LLCMorgan Stanley & Co. LLC$10001-05-2009
James Edward DunlapMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Jason Lee SchrimsherUBS Financial Services Inc.Morgan Stanley & Co. LLC01-16-2009
Jennifer Bagley HartMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Joe Neil CurtisMorgan StanleyMorgan Stanley & Co. LLC$1006-01-2009
John Arthur MaloneMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
John David BarrancoUBS Financial Services Inc.Morgan Stanley & Co. LLC$5002-27-2009
Joseph Lester LomaxMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Larry Allen GroceMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Marcus Scott McClanahanMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Maury Edward LomaxMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
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Showing 1 to 25 of 46 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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