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
Christine CaronaMorgan Stanley Wealth ManagementUBS Financial Services$38807-28-2017
David Atallah, Mike CassaMorgan Stanley Wealth ManagementCredit Suisse Wealth Services02-15-2016
Keith Long, Joseph Reilly, Jason DevitoMorgan Stanley Wealth ManagementBank of America Merrill Lynch$38503-16-2012
Ilan SegevMorgan Stanley Wealth ManagementCredit Suisse Wealth Services$19103-15-2012
Devin CondronMorgan Stanley Wealth ManagementBank of America Merrill Lynch$83003-06-2012
Jonathan PriceMorgan Stanley Wealth ManagementCommonwealth Financial Network$15310-28-2010

Showing 1 to 6 of 6 entries

Page 1

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.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.