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.

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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
Zelidhet OcasioMorgan StanleyUBS Financial Services Inc.07-28-2015
Zeak Raymond Davenport Jr.Morgan StanleyPruco Securities, LLC.01-30-2019
Zane TysonMorgan StanleyMorgan Stanley04-03-2012
Zachary Todd HarbageMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated03-11-2013
Zachary T. AveryMorgan StanleySecurities America, Inc.08-10-2009
Zachary Steven PaulMorgan StanleyJ.P. Morgan Securities LLC07-17-2018
Zachary SlaterMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated07-29-2019
Zachary Scott SullivanMorgan StanleyMutual of Omaha Investor Services, Inc.07-29-2015
Zachary Scott HanoyanMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$10002-19-2016
Zachary Robert BuonoMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated07-03-2017
Zachary Rhea KneelandMorgan StanleyLPL Financial LLC10-20-2015
Zachary Paul TaylorMorgan StanleyZachary Taylor LLC05-25-2016
Zachary Michael MesserinoMorgan StanleyWells Fargo Clearing Services, LLC03-01-2017
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 Incorporated$101-16-2015
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 ZuhdiMorgan StanleyJ.P. Morgan Securities LLC07-20-2016
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Showing 1 to 25 of 7,294 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.