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 Yoon Joon JangMorgan StanleyWells Fargo Clearing Services, LLC02-24-2012
Abel Macedo AraujoMorgan StanleyWells Fargo Clearing Services, LLC05-03-2013
Alias MasudiMorgan StanleyWells Fargo Clearing Services, LLC04-26-2018
Anthony Faustino PerezMorgan StanleyWells Fargo Clearing Services, LLC11-13-2015
Anthony Louis San AndresMorgan StanleyWells Fargo Clearing Services, LLC$2509-03-2010
Bruce Steven StuartMorgan StanleyWells Fargo Clearing Services, LLC09-23-2011
Charles Robert WilmothMorgan StanleyWells Fargo Clearing Services, LLC$5001-25-2019
Christopher Edward CoghlanMorgan StanleyWells Fargo Clearing Services, LLC08-02-2013
Christopher James Butler, Kevin C. ButlerMorgan StanleyWells Fargo Clearing Services, LLC01-15-2010
Daron Bruce EdwardsMorgan StanleyWells Fargo Clearing Services, LLC05-06-2013
David Albert Castleberry Jr.Morgan StanleyWells Fargo Clearing Services, LLC$5001-03-2014
David Harrison RascoeMorgan StanleyWells Fargo Clearing Services, LLC$10002-15-2013
David William SchragerMorgan StanleyWells Fargo Clearing Services, LLC$10003-29-2012
Dwayne Darryl AlpersMorgan StanleyWells Fargo Clearing Services, LLC$10009-12-2014
Ebbert Ashby JonesMorgan StanleyWells Fargo Clearing Services, LLC10-07-2011
Elliot Evans IchinoseMorgan StanleyWells Fargo Clearing Services, LLC$27512-09-2016
Francine Juanita TorresMorgan StanleyWells Fargo Clearing Services, LLC07-28-2017
Frank Feipang Auyeung, Jeremy Thomas Belnas, Fulton Y ChangMorgan StanleyWells Fargo Clearing Services, LLC$10008-03-2012
Fredric S. Bayles IIIMorgan StanleyWells Fargo Clearing Services, LLC05-20-2016
Gabriel Dominic TorresMorgan StanleyWells Fargo Clearing Services, LLC$5007-31-2012
Ghalib Abdulla KanjiMorgan StanleyWells Fargo Clearing Services, LLC$2512-14-2015
Greg Earl Royse, Danielle Jessica AldamaMorgan StanleyWells Fargo Clearing Services, LLC$10010-04-2011
Henry Loren AuwingerMorgan StanleyWells Fargo Clearing Services, LLC$15009-26-2018
Hristo Lubomirov AvgarskiMorgan StanleyWells Fargo Clearing Services, LLC$1002-28-2014
James Donald GunnMorgan StanleyWells Fargo Clearing Services, LLC$10009-13-2010
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Showing 1 to 25 of 74 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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