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
William Allen PerryMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
William Allen NelsonMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated07-13-2012
William Allen NashMorgan StanleyBB&T Securities, LLC07-29-2014
William Allen KorasMorgan StanleyCitigroup Global Markets Inc.$10006-01-2009
William Allen GudenrathMorgan StanleyCitigroup Global Markets Inc.06-01-2009
William Allen CreekbaumMorgan StanleyCitigroup Global Markets Inc.$10006-01-2009
William Alexander Whittaker IIMorgan StanleyCitigroup Global Markets Inc.06-01-2009
William Alan YingstMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
William Alan WhiteMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
William Alan LylesMorgan StanleyCitigroup Global Markets Inc.06-01-2009
William Alan FraserMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Willeen Frankie LinsicombeMorgan StanleyCsfbdirect, Inc.02-10-2010
Willard Prather Varnum IIMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Willard Lee Rumley IIIMorgan StanleyMorgan Stanley & Co. Incorporated$20006-01-2009
Will Byung LeeMorgan StanleyPurshe Kaplan Sterling Investments10-04-2010
Wilfred Mohr Kullman Jr.Morgan StanleyCitigroup Global Markets Inc.06-01-2009
Wilfred M. Kullman IIIMorgan StanleyCitigroup Global Markets Inc.$10006-01-2009
Whitelaw Todd Terry Jr.Morgan StanleyCitigroup Global Markets Inc.06-01-2009
Westin Ryan WeeastMorgan StanleyEdward Jones01-08-2019
Wesley L GatesMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Wesley David HollanMorgan StanleyWells Fargo Clearing Services, LLC$5006-17-2013
Wesley Adam FangsrudMorgan StanleyCommonwealth Financial Network08-31-2009
Wes Alan CoyleMorgan StanleyUBS Financial Services Inc.04-12-2012
Wenxin YuMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated05-17-2016
Wenton Gardner CamporinMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
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Showing 276 to 300 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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