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.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jenny M. MitchellMorgan StanleyAberdeen Fund Distributors, LLC03-01-2014
Jose A Lopez Jr.Morgan StanleyATEL Securities Corporation06-13-2016
John OpiatowskiMorgan StanleyAvantax Investment Services, Inc.09-19-2013
Joseph Gary CruzanMorgan StanleyAvantax Investment Services, Inc.08-24-2009
Joseph Barrett FlanneryMorgan StanleyAXA Advisors, LLC03-16-2018
Matthew A. CutlerMorgan StanleyAXA Advisors, LLC08-27-2009
Ryan Todd WayneMorgan StanleyAXA Advisors, LLC08-03-2009
Gerhard Thomas VanarkelMorgan StanleyBarclays Capital Inc.05-09-2014
Marne Alicia AltbaumMorgan StanleyBarclays Capital Inc.05-09-2014
Frank Leroy Coulson IIIMorgan StanleyBarclays Capital Inc.05-09-2014
Thomas M. FarringtonMorgan StanleyBay Crest Partners, LLC09-21-2018
Jennifer Susan AtenMorgan StanleyBB&T Investment Services, Inc.03-04-2016
Anthony J. ColungaMorgan StanleyBBVA Securities Inc.08-27-2018
Andrew William GansMorgan StanleyBill Few Securities, Inc.07-25-2011
Adam Matthews SaundersMorgan StanleyBLV Securities09-10-2012
Adam Joseph MurrayMorgan StanleyBryant Park Capital Securities, Inc.04-11-2011
John D Oakes Jr.Morgan StanleyCambridge Investment Research, Inc.08-31-2009
Melissa Ann CunninghamMorgan StanleyCitizens Securities, Inc.$103-05-2019
Jeffrey Mark LevinsohnMorgan StanleyCMS Investment Resources, LLC11-09-2009
Christopher Michael RadkeMorgan StanleyCohen & Steers Securities, LLC09-19-2018
James Francis MartinMorgan StanleyCredit Suisse Securities (USA) LLC04-04-2016
John Joseph GriffinMorgan StanleyCredit Suisse Securities (USA) LLC04-04-2016
Mary Agnes TryonMorgan StanleyCredit Suisse Securities (USA) LLC04-04-2016
Natalie Blanca GreenMorgan StanleyCredit Suisse Securities (USA) LLC02-25-2016
Christopher W. GrandieriMorgan StanleyCredit Suisse Securities (USA) LLC02-25-2016
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Showing 1 to 25 of 209 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.