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
Steven John MaxwellEdward JonesMorgan Stanley & Co. LLC11-20-2018
Harold Edgar Weber Jr.Morgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Robert Lawrence MillnerMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Kathleen Marie KunklerMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
William Everett HuffmanMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Emmett Franklin Owenby IIIMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
William John Murphy IIIMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
Douglas Edward AdamsMorgan StanleyMorgan Stanley & Co. LLC$15006-01-2009
John Tempel LudwigMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
George Dix PetersMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
Enrique LernerMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
John Jay BeachyMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
David Anthony ScavuzzoMorgan StanleyMorgan Stanley & Co. LLC$10006-01-2009
William Jack ElliotMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
David Christopher GayMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
Roger Allan ProvowMorgan StanleyMorgan Stanley & Co. LLC$5006-01-2009
John William WeberMorgan StanleyMorgan Stanley & Co. LLC$2506-01-2009
Christopher M SchummMorgan StanleyMorgan Stanley & Co. LLC$1006-01-2009
Robert J Gauer Jr.Morgan StanleyMorgan Stanley & Co. LLC$1006-01-2009
Daniel Anthony NaertMorgan StanleyMorgan Stanley & Co. LLC$1006-01-2009
Daniel WhymanMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Charles David MedelbergMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Robert Ramsey ChaplineMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Andrew Scott ObermanMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Lindsey Scott StewartMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Next Page »

Showing 1 to 25 of 33 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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