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
Aaron EdelmanMorgan StanleyCitigroup Global Markets Inc.$21606-01-2009
Aaron Leslie Saperstein, David Evan Passman, Nicole E McMahonMorgan StanleyWells Fargo Clearing Services, LLC$10003-28-2014
Abbas BaqueriMorgan StanleyCitigroup Global Markets Inc.$5006-01-2009
Abbe Lynn SpectorMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$1904-28-2017
Adam Charles BellMorgan StanleyCitigroup Global Markets Inc.$10004-17-2015
Adam Jay DarrowMorgan StanleyCitigroup Global Markets Inc.$10006-01-2009
Adam Keith MillerMorgan StanleyMorgan Stanley & Co. Incorporated06-01-2009
Adam LeapleyMorgan StanleyChase Investment Services$20501-28-2011
Adam Louis KabackMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Adam Neal SilvermanMorgan StanleyLPL Financial LLC07-25-2012
Adam Robert RonzoniMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Adam S LangMorgan StanleyMorgan Stanley & Co. Incorporated06-01-2009
Adam William De StefanoMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Aden StreisandMorgan StanleyNorthwestern Mutual Investment Services, LLC03-21-2017
Ahmet Niyazi TerziogluMorgan StanleyCitigroup Global Markets Inc.$10006-01-2009
Akira KidoMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated09-16-2016
Alan Darrell MyersMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Alan Howard UlanMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Alan J RutchikMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Alan Jay BogatchMorgan StanleyCitigroup Global Markets Inc.$15006-01-2009
Alan Roy GreenbergMorgan StanleyMorgan Stanley & Co. Incorporated06-01-2009
Alan Scott WinstonMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Albert DishnerMorgan StanleyCredit Suisse Securities (USA) LLC$10007-28-2015
Albert Joseph Aeed IIMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated12-18-2015
Alberto Calvo MariacaMorgan StanleyCitigroup Global Markets Inc.$15006-01-2009
Next Page »

Showing 1 to 25 of 1,424 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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