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
Jeff RussellMorgan Stanley Wealth ManagementBank of America Merrill Lynch$21805-25-2010
Matthew Segal, Joseph Pizzo, Irwin Werbowsky, Mohamed YassinMorgan Stanley Wealth ManagementUBS Financial Services$15105-21-2010
James Flynn, Rance Hillier, Merritt ZahnerMorgan Stanley Wealth ManagementBank of America Merrill Lynch$15005-19-2010
Bradley HareMorgan Stanley Wealth ManagementEdward Jones05-04-2010
Leif OlsonMorgan Stanley Wealth ManagementBank of America Merrill Lynch$13703-29-2010
Robert Tholl, Jerry PearsonMorgan Stanley Wealth ManagementJPMorgan Chase & Co.03-29-2010
Brandon OliverMorgan Stanley Wealth ManagementBank of America Merrill Lynch$9003-23-2010
James Dolan, Pamela BayardMorgan Stanley Wealth ManagementUBS Financial Services$54003-23-2010
Mark S. BaileyMorgan Stanley Wealth ManagementUBS Financial Services$16003-11-2010
David S. LynnMorgan Stanley Wealth ManagementBank of America Merrill Lynch$11503-10-2010
Carlos Van Maanen, Carlos StolkMorgan Stanley Wealth ManagementUBS Financial Services$27001-26-2010
Randall Ridenour & TeamMorgan Stanley Wealth ManagementUBS Financial Services$12001-26-2010
Robert Nelson MurrayMorgan Stanley Wealth ManagementUBS Financial Services$40001-26-2010
William Schick, Paul DerrickMorgan Stanley Wealth ManagementWells Fargo Advisors06-04-2009
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Showing 201 to 214 of 214 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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