Advisers on the Move TEST

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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron D SanorMorgan StanleyUBS Financial Services Inc.09-30-2009
Aaron Yoon Joon JangMorgan StanleyWells Fargo Clearing Services, LLC02-24-2012
Abel Macedo AraujoMorgan StanleyWells Fargo Clearing Services, LLC05-03-2013
Abhay N. KothariMorgan StanleyWestern Growers Financial Services, Inc.12-08-2015
Adam Anthony VannMorgan StanleyWells Fargo Investments, LLC10-19-2009
Adam Christopher BoyntonMorgan StanleyWells Fargo Clearing Services, LLC03-04-2011
Adam Daniel GelcichMorgan StanleyWells Fargo Clearing Services, LLC$10002-03-2020
Adam Justin PackerMorgan StanleyUBS Financial Services Inc.01-24-2014
Adam S. AldrichMorgan StanleyWells Fargo Investments, LLC$1008-27-2009
Adam Thomas KeefeMorgan StanleySunTrust Investment Services, Inc.03-03-2017
Adrine Rose DavoodiMorgan StanleyWells Fargo Clearing Services, LLC04-02-2014
Aidan Reed RodriguezMorgan StanleyAXA Advisors, LLC10-22-2019
Alan Bruce SolurshMorgan StanleyJ.P. Morgan Securities LLC$15001-11-2017
Alan Burke DicksonMorgan StanleyLPL Financial LLC09-16-2011
Alan Huy Kim TranMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated10-10-2017
Alan John VorwaldMorgan StanleyBarclays Capital Inc.$2506-10-2015
Alan Theodore DehesaMorgan StanleyNational Planning Corporation07-08-2013
Alastair Cranston PattersonMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated06-25-2019
Albert Edward Gibbons IIIMorgan StanleyUBS Financial Services Inc.10-13-2011
Aldo LozanoMorgan StanleyRBC Capital Markets, LLC$10003-22-2016
Alejandro Alex PulidoMorgan StanleyWells Fargo Clearing Services, LLC06-20-2011
Aleksey FurMorgan StanleyUBS Financial Services Inc.$10004-01-2016
Alexander Anatol ZalevskyMorgan StanleyOppenheimer & Co. Inc.$5003-06-2015
Alexander Cruz-SalvadoresMorgan StanleyWells Fargo Clearing Services, LLC$1004-16-2010
Alexander H. KadishMorgan StanleyJ.P. Morgan Securities LLC02-17-2016
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Showing 1 to 25 of 1,076 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.