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
William John Murphy IIIMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
William Joel Brewster Jr.Morgan StanleyWells Fargo Clearing Services, LLC$1008-08-2011
William Jack ElliotMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
William Francis Shine Jr.Morgan StanleyMorgan Stanley & Co. LLC06-01-2009
William Everett HuffmanMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
William David ValentineMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Whitelaw Todd Terry Jr.Morgan StanleyCitigroup Global Markets Inc.06-01-2009
Troy Michael LarsenMorgan StanleyCitigroup Global Markets Inc.$10006-01-2009
Tommie Rudolph HughesMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Todd Thomas ThrasherMorgan StanleyCharles Schwab & Co., Inc.10-14-2011
Timothy Richard YoungMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Timothy Dale SalzmanMorgan StanleyEdward Jones04-05-2012
Thomas C. RiordanMorgan StanleyCitigroup Global Markets Inc.$10006-01-2009
Thomas Arthur Saunders Jr.Morgan StanleyCitigroup Global Markets Inc.$5006-01-2009
Steven John HargraveMorgan StanleyCitigroup Global Markets Inc.$10006-01-2009
Steven Charles OstranderMorgan StanleyCitigroup Global Markets Inc.$10006-01-2009
Stephen Frederic ArnsteinMorgan StanleyCitigroup Global Markets Inc.$5006-01-2009
Sheri Carol McCannMorgan StanleyStifel, Nicolaus & Company, Incorporated02-17-2012
Sheila Kay DavisMorgan StanleyOxford Creek Capital Management, LLC08-25-2011
Shaun Michael FlaniganMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Sean PlattMorgan StanleyCitigroup Global Markets Inc.$15006-01-2009
Samuel Clark MorrisMorgan StanleyEdward Jones02-16-2012
Ryan W. McQuearyMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Ryan David LuethyMorgan StanleyThrivent Investment Management Inc.07-19-2016
Ryan Carl GrooseMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Next Page »

Showing 1 to 25 of 123 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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