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 F. Rogers IIIMorgan StanleyCredit Suisse Securities (USA) LLC11-01-2016
William Everett HuffmanMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
William Everett EdwardsMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
William Everett AdamsMorgan StanleyCitigroup Global Markets Inc.06-01-2009
William Ernest FriscoMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
William Emig HickeyMorgan StanleyWFS, LLC10-09-2015
William Elliott SeabrookMorgan StanleyWells Fargo Clearing Services, LLC04-05-2013
William Eldridge O'Brien Jr.Morgan StanleyCitigroup Global Markets Inc.06-01-2009
William Edward ZimmerMorgan StanleyCitigroup Global Markets Inc.06-01-2009
William Edward StyleMorgan StanleyAmeriprise Financial Services, Inc.$2510-02-2015
William Edward SelzerMorgan StanleyCitigroup Global Markets Inc.$15006-01-2009
William Edward RoseMorgan StanleyCitigroup Global Markets Inc.$10006-01-2009
William Edward Kelley Jr.Morgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
William Edward Gleason Jr.Morgan StanleyStifel, Nicolaus & Company, Incorporated$5004-05-2012
William Earle Coffey Jr.Morgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
William E. Pearson Jr.Morgan StanleyCitigroup Global Markets Inc.$2506-01-2009
William E. Bicker Jr.Morgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
William E WarnockMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
William Drewes SmithMorgan StanleyCitigroup Global Markets Inc.06-01-2009
William Drake Porter, Brian Joseph SmithMorgan StanleyMorgan Keegan & Company, Inc.10-14-2011
William Douglas GordonMorgan StanleyCitigroup Global Markets Inc.$2506-01-2009
William Douglas DavidsonMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
William Donovan ArdMorgan StanleyCitigroup Global Markets Inc.$15006-01-2009
William Donald GeorgenMorgan StanleyUBS Financial Services Inc.10-19-2012
William Donald BrewerMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
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Showing 201 to 225 of 10,785 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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