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
Matthew George FitzpatrickMorgan StanleyMorgan Stanley & Co. LLC03-28-2017
Ronadev Timothy MitraWilliam BlairMorgan Stanley & Co. LLC08-21-2014
Kathleen Robinson RoeserMorgan StanleyMorgan Stanley & Co. LLC$20006-01-2009
James Francis Weaver Jr.Morgan StanleyMorgan Stanley & Co. LLC$20006-01-2009
Scott Kirby MagnesenMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Kyle ChudomMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Steven Frank EspositoMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Samuel Andrew SestoMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Richard John MohrMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Robert Elroy Jensen Jr.Morgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Robert Vincent GattusoMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Lance Alan WalkerMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Maria Catherine BrahamMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Brian Alexander LindsayMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Ryan DeprosperisMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Gerald Arne WeinerMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Ronald Dudley StengerMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
David Clifford RutterMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Deborah Vivian JonesMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Les Earl MurschellMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
James Joseph SheehanMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Michael Bruce LindsayMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Gary R. AchepohlMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Craig Glen LindemannMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Lee Brian CohnMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Next Page »

Showing 1 to 25 of 170 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.

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