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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Zhigang ShenMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated04-08-2016
Zachary Todd HarbageMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated03-11-2013
Zachary Scott HanoyanMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$25002-19-2016
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
Yusef Lucious-Jason LovetteMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated03-24-2017
Yehuda Zalman GrossMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated09-07-2016
Xiaolin YangMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated06-10-2015
Wolfgang Johannes HawlischMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$10009-23-2015
William Troy Neat, Jason Redpath, Steven SpaethMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$60201-20-2017
William R BelloMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated12-08-2011
William John Whitfield Jr.Morgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated03-23-2012
William James Mills IVMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated06-02-2010
William James Bullock, Gayle Nelson BullockMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$15009-02-2011
William Hooper MundyMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$2502-17-2012
William Fairfax CooperMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$5011-18-2011
William Dale Patrick, Bryan Christopher JohnsonMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$15006-03-2016
William Bullock, Gayle BullockMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$23109-08-2011
William B. AdamsMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated11-07-2012
William Anthony LarosaMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated01-06-2012
William Anthony HensienMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated08-28-2009
William Allen NelsonMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated07-13-2012
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Showing 1 to 25 of 850 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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