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
Troy Reese CorbridgeMorgan StanleyBMO Harris Financial Advisors, Inc.04-15-2011
Josiah Paul MartinMorgan StanleyCharles Schwab & Co., Inc.11-16-2018
Petr ChytkaMorgan StanleyCharles Schwab & Co., Inc.06-14-2010
Paul Marsillo Jr.Morgan StanleyCitigroup Global Markets Inc.$15006-01-2009
Alan David KlibanoffMorgan StanleyCitigroup Global Markets Inc.$15006-01-2009
James ClarkMorgan StanleyCitigroup Global Markets Inc.$15006-01-2009
James Edward MeyerMorgan StanleyCitigroup Global Markets Inc.$15006-01-2009
Carole Aiken HallMorgan StanleyCitigroup Global Markets Inc.$10006-01-2009
John David BurgraffMorgan StanleyCitigroup Global Markets Inc.$10006-01-2009
Kurt Evan MeyerMorgan StanleyCitigroup Global Markets Inc.$10006-01-2009
Wayne Francis GriffithMorgan StanleyCitigroup Global Markets Inc.$10006-01-2009
Mark Paul CallahanMorgan StanleyCitigroup Global Markets Inc.$10006-01-2009
Philip Lewis MortonMorgan StanleyCitigroup Global Markets Inc.$5006-01-2009
Michael W. ButtMorgan StanleyCitigroup Global Markets Inc.$5006-01-2009
Eric Brian BoosMorgan StanleyCitigroup Global Markets Inc.$5006-01-2009
Louis John Gatchell IIMorgan StanleyCitigroup Global Markets Inc.$5006-01-2009
Scott Andrew PfotenhauerMorgan StanleyCitigroup Global Markets Inc.$5006-01-2009
Marshall James CampbellMorgan StanleyCitigroup Global Markets Inc.$2506-01-2009
Daniel Eric MartingMorgan StanleyCitigroup Global Markets Inc.$2506-01-2009
Tyson Walter KelleyMorgan StanleyCitigroup Global Markets Inc.$2506-01-2009
Lewis Craig GrubbMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Thomas Shaw LevinMorgan StanleyCitigroup Global Markets Inc.06-01-2009
William Joseph CroweMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Marc H LockMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Steven Warren CookeMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Next Page »

Showing 1 to 25 of 139 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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