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
Alan Glick and Charles GlickMorgan StanleyWells Fargo Advisors$24205-27-2014
Alan Metheny, David Clarke, Gary LedbetterMorgan StanleyWells Fargo Advisors$24406-07-2012
Andrew Jacobson, Shawn Hare, Gregory HoelzelMorgan StanleyWells Fargo Advisors$18511-21-2013
Arlin PennerMorgan StanleyWells Fargo Advisors$5006-26-2012
Barry D. MasciMorgan StanleyWells Fargo Advisors$9003-07-2014
Bernard SuissaMorgan StanleyWells Fargo Advisors$19310-11-2017
Brian D. StewartMorgan StanleyWells Fargo Advisors$13007-26-2013
Daniel Avan, Alan ShapiroMorgan StanleyWells Fargo Advisors$19903-27-2015
Dennis Shapses, David CuellarMorgan StanleyWells Fargo Advisors$24011-13-2014
Donald Reed Mayne Jr.Morgan StanleyWells Fargo Advisors$10706-07-2012
Geoffrey Silver, Sybil Fields, Adena SmithMorgan StanleyWells Fargo Advisors$95002-15-2013
James Ritchie, Neil ThobaniMorgan StanleyWells Fargo Advisors$9904-21-2016
Jeffrey KatzMorgan StanleyWells Fargo Advisors$17402-20-2015
Jerod Wurm, Casey FryeMorgan StanleyWells Fargo Advisors$19208-25-2015
John B. Lyon, Jeannette M. DobbynMorgan StanleyWells Fargo Advisors$36005-13-2013
John P. Toman, Johanna A. TomanMorgan StanleyWells Fargo Advisors$23508-23-2013
Kenneth IbbetsonMorgan StanleyWells Fargo Advisors$10708-19-2016
Matt Petersen, Dwayne Michael, Michael Budd, Brian Gibson, Randy Gibson, Andy CarriganMorgan StanleyWells Fargo Advisors$58708-25-2016
Michael MuehlMorgan StanleyWells Fargo Advisors$18010-11-2017
Nancy Johnson, Susan EllenaMorgan StanleyWells Fargo Advisors$21010-15-2012
Perry Bacon, Dan RacicotMorgan StanleyWells Fargo Advisors$10510-11-2013
Shahab MoradianMorgan StanleyWells Fargo Advisors$5002-18-2016
Steven T. Lundgren, Phillip HurnerMorgan StanleyWells Fargo Advisors$21407-18-2014
Terrance FeeneyMorgan StanleyWells Fargo Advisors$11102-17-2012

Showing 1 to 24 of 24 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.