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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Solomon Davis IIIMorgan StanleyAllstate Financial Services, LLC12-23-2015
Brenton Kyle DaughdrillMorgan StanleyBBVA Compass Investment Solutions, Inc.11-19-2012
William Joseph CummingsMorgan StanleyBBVA Securities Inc.08-23-2019
Barbara Buzan BeckMorgan StanleyBBVA Securities Inc.$15008-23-2019
William Joseph CummingsMorgan StanleyBBVA Securities Inc.08-23-2019
Barbara Buzan BeckMorgan StanleyBBVA Securities Inc.$15008-23-2019
Richard W. MannMorgan StanleyBBVA Securities Inc.03-13-2018
Andrew Michael McCayMorgan StanleyBBVA Securities Inc.07-22-2016
Thomas Heflin Kennedy Jr.Morgan StanleyBBVA Securities Inc.$15010-27-2014
Micah Todd LowryMorgan StanleyBBVA Wealth Solutions Inc.07-20-2012
Nancy Margaret DelonyMorgan StanleyCitigroup Global Markets Inc.$15006-01-2009
William Martin Beasley Jr.Morgan StanleyCitigroup Global Markets Inc.$15006-01-2009
Jonathan Russell HandMorgan StanleyCitigroup Global Markets Inc.$15006-01-2009
Stephen Dewitt DaughdrillMorgan StanleyCitigroup Global Markets Inc.$15006-01-2009
Leigh Jacob ParksMorgan StanleyCitigroup Global Markets Inc.$10006-01-2009
Darrell Stephen HydeMorgan StanleyCitigroup Global Markets Inc.$10006-01-2009
William Arthur BridellMorgan StanleyCitigroup Global Markets Inc.$10006-01-2009
William Mudd HidenMorgan StanleyCitigroup Global Markets Inc.$10006-01-2009
Frank Alan SiegalMorgan StanleyCitigroup Global Markets Inc.$5006-01-2009
George Russell McCurdy Jr.Morgan StanleyCitigroup Global Markets Inc.$5006-01-2009
Ronnie RobbinsMorgan StanleyCitigroup Global Markets Inc.$5006-01-2009
Philip Herschel CrosbyMorgan StanleyCitigroup Global Markets Inc.$5006-01-2009
Bobby Gerald AycockMorgan StanleyCitigroup Global Markets Inc.$5006-01-2009
Roy Addison Nutt Jr.Morgan StanleyCitigroup Global Markets Inc.$2506-01-2009
William E. Pearson Jr.Morgan StanleyCitigroup Global Markets Inc.$2506-01-2009
Next Page »

Showing 1 to 25 of 123 entries

Page 1 | 2 | 3 | 4 | 5

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.


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting It'll help us continue to serve you.

Yes, show me how to whitelist

Ad blocker detected. Please whitelist us or give premium a try.