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
Zvart PotoukianMorgan StanleyWells Fargo Clearing Services, LLC10-07-2011
Zhigang ShenMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated04-08-2016
Zachary Zerring GoldbergMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Zachary Todd HarbageMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated03-11-2013
Zachary Steven PaulMorgan StanleyJ.P. Morgan Securities LLC07-17-2018
Zachary Stephen WeaverMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Zachary Scott HanoyanMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$25002-19-2016
Zachary Rhea KneelandMorgan StanleyLPL Financial LLC10-20-2015
Zachary Paul TaylorMorgan StanleyZachary Taylor LLC$1005-25-2016
Zachary Livingston MeikleMorgan StanleyAXA Advisors, LLC05-18-2018
Zachary H. BrehneMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated08-29-2018
Zachary D. GelbartMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated02-17-2016
Zachary Cochran SobelMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated01-16-2015
Zachary Allen PolunMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$1003-01-2013
Zachary Alan SchillerMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated01-23-2014
Zachary A. KofflerMorgan StanleyUBS Financial Services Inc.06-19-2013
Zachary A. ApoianMorgan StanleySanford C. Bernstein & Co., LLC08-26-2014
Zacharry J. WilsonMorgan StanleyT. Rowe Price Investment Services, Inc.10-17-2018
Zachariah Zuhdi, Erich CansecoMorgan StanleyJPMorgan Chase & Co.$20006-01-2016
Yvonne Marie ColeMorgan StanleyJ.P. Morgan Securities LLC02-12-2016
Yvonne Lisa McGuireMorgan StanleyWells Fargo Clearing Services, LLC$10006-28-2019
Yvonne Alexandra LeggeMorgan StanleyWells Fargo Clearing Services, LLC04-10-2014
Yvette Ana TramountMorgan StanleyUBS Financial Services Inc.06-01-2009
Yusef Lucious-Jason LovetteMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated03-24-2017
Yury Eugene KonevMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Next Page »

Showing 1 to 25 of 10,784 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15

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.


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting It'll help us continue to serve you.

Yes, show me how to whitelist

Ad blocker detected. Please whitelist us or give premium a try.