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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Victor CamaraMorgan Stanley Wealth ManagementBank of America Merrill Lynch$10001-18-2013
Richard Prybyl, Richard Farr, Steve HeadrickMorgan Stanley Wealth ManagementBank of America Merrill Lynch$24812-07-2012
Nancy Buttweiler, Kristopher Schultz, David PetersonMorgan Stanley Wealth ManagementBank of America Merrill Lynch$14112-03-2012
Luis Fuentes, Christopher Fuentes, Rosario HondermannMorgan Stanley Wealth ManagementBank of America Merrill Lynch$37311-30-2012
Howard ShallcrossMorgan Stanley Wealth ManagementBarclays$8011-23-2012
Vince Costanzo, Rex MackMorgan Stanley Wealth ManagementBank of America Merrill Lynch$11511-23-2012
Brant Giere, Lisa SzucsMorgan Stanley Wealth ManagementBank of America Merrill Lynch$21011-20-2012
Bryan SchonMorgan Stanley Wealth ManagementChase Investment Services$20511-01-2012
Leon Ciobataru, Luiz BoruchowskiMorgan Stanley Wealth ManagementWells Fargo Advisors$21010-29-2012
Cheryl YoungMorgan Stanley Wealth ManagementRaymond James$22110-26-2012
Angel ColinaMorgan Stanley Wealth ManagementWells Fargo Advisors$24008-02-2012
Christopher Agnew, Gary Hewitt, Darrell HenricksenMorgan Stanley Wealth ManagementBank of America Merrill Lynch$30007-27-2012
Mark RalstonMorgan Stanley Wealth ManagementLPL Financial$14307-27-2012
Keith Munera, John WildemoreMorgan Stanley Wealth ManagementUBS Financial Services$31507-18-2012
Blane HammerMorgan Stanley Wealth ManagementUBS Financial Services$12007-03-2012
Jonathan SpaffordMorgan Stanley Wealth ManagementBank of America Merrill Lynch$14006-29-2012
Eliot RossMorgan Stanley Wealth ManagementBarclays$9806-29-2012
Sheldon Hechtman, Ellen KlersfeldMorgan Stanley Wealth ManagementUBS Financial Services$21106-28-2012
Thomas McDavidMorgan Stanley Wealth ManagementBank of America Merrill Lynch$30006-22-2012
Brent Henry, Dustin Colebank, Mike HudsonMorgan Stanley Wealth ManagementBank of America Merrill Lynch$23006-22-2012
Robert GilsonMorgan Stanley Wealth ManagementBank of America Merrill Lynch$7506-15-2012
Steven BriggsMorgan Stanley Wealth ManagementBank of America Merrill Lynch$20006-04-2012
James Harris, Pam AshleyMorgan Stanley Wealth ManagementBank of America Merrill Lynch$3,00005-25-2012
Javier Vargas, Ramon PerezMorgan Stanley Wealth ManagementUBS Financial Services$30005-25-2012
Jim HarrisMorgan Stanley Wealth ManagementBank of America Merrill Lynch$40005-25-2012
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Showing 101 to 125 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.

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