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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
William Dodge RothrumMorgan StanleyCitigroup Global Markets Inc.06-01-2009
William David WillifordMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
William David ValentineMorgan StanleyCitigroup Global Markets Inc.06-01-2009
William David Travis Jr.Morgan StanleyUBS Financial Services Inc.06-11-2012
William David StablerMorgan StanleyCitigroup Global Markets Inc.06-01-2009
William David SherlachMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
William David BreckMorgan StanleyCitigroup Global Markets Inc.06-01-2009
William Dale Patrick, Bryan Christopher JohnsonMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$15006-03-2016
William Dale GriffinMorgan StanleyBarclays Capital Inc.$10003-20-2015
William Craig ZaslowMorgan StanleyCitigroup Global Markets Inc.06-01-2009
William Craig McLeanMorgan StanleyCitigroup Global Markets Inc.$10006-01-2009
William Craig DobbsMorgan StanleyCitigroup Global Markets Inc.06-01-2009
William Cotter White Jr.Morgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
William Christopher ValentiMorgan StanleyINVEST Financial Corporation06-22-2012
William Chris TriantafelMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
William Charles Menke IIMorgan StanleyCitigroup Global Markets Inc.06-01-2009
William Charles JarrettMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
William Charles Hahn Jr.Morgan StanleyCitigroup Global Markets Inc.06-01-2009
William Charles Black Jr.Morgan StanleyCitigroup Global Markets Inc.$5006-01-2009
William Chapman FrenchMorgan StanleyCitigroup Global Markets Inc.$5006-01-2009
William Chad SteckelMorgan StanleyCitigroup Global Markets Inc.$5006-01-2009
William Cecil HalbertMorgan StanleyCitigroup Global Markets Inc.$10006-01-2009
William Carl SternMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
William Campbell GibsonMorgan StanleyCitigroup Global Markets Inc.06-01-2009
William Campbell Brown Jr.Morgan StanleyCitigroup Global Markets Inc.$15006-01-2009
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Showing 226 to 250 of 10,786 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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