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
Adam Scott AbramsonMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Adrian J PowellMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Ahmad Ghome LajevardiMorgan StanleyMorgan Stanley & Co. Incorporated$15006-01-2009
Alan Lee SitkoffMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Alan Lowell ProctorMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Alex Lawrence Cann Jr.Morgan StanleyCitigroup Global Markets Inc.$10006-01-2009
Amanda Gail VoieMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Andrew David WiseMorgan StanleyCitigroup Global Markets Inc.$2506-01-2009
Andrew Dennis PerlmanMorgan StanleyMorgan Stanley & Co. Incorporated06-01-2009
Andrew Greg KronitzMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Angelina Marie FuntanillaMorgan StanleyJ.P. Morgan Securities LLC$15002-27-2012
Angelique Garrett DelevaMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$5004-01-2013
Ann Elizabeth PaskyMorgan StanleyCitigroup Global Markets Inc.$10006-01-2009
Antan R. WilsonMorgan StanleyAXA Advisors, LLC07-18-2019
Anthony C. McGrawMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Ari Richard DardikMorgan StanleyWells Fargo Clearing Services, LLC08-27-2010
Barbara-Ann RushMorgan StanleyWells Fargo Clearing Services, LLC$10004-29-2011
Barry C GorowitzMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Bert Conger Madden Jr.Morgan StanleyMorgan Stanley & Co. Incorporated06-01-2009
Bradley Alan CullMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$5007-24-2015
Brett Anderson PeavyMorgan StanleyUBS Financial Services Inc.12-01-2014
Brian A NickersonMorgan StanleyCitigroup Global Markets Inc.$15006-01-2009
Brian Howard FrankMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Brian Mark LusinkMorgan StanleyMorgan Stanley & Co. Incorporated$5006-01-2009
Brian Patrick OrrMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Next Page »

Showing 1 to 25 of 360 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.


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