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.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Alvin R. WeltonLPL Financial LLCMorgan Stanley10-28-2010
Blake Jason GreiterLPL Financial LLCMorgan Stanley10-28-2013
Bradley Thomas StippLPL Financial LLCMorgan Stanley$5003-22-2010
Bruce Melvin Honeycutt Jr.LPL Financial LLCMorgan Stanley$10001-11-2010
David Andrew WardLPL Financial LLCMorgan Stanley08-19-2013
Elisabeth Grace SandersLPL Financial LLCMorgan Stanley03-02-2017
Gary Thomas CollinsLPL Financial LLCMorgan Stanley$15006-12-2009
Henry Spencer HarrisLPL Financial LLCMorgan Stanley05-31-2017
Herbert Allen AndrewLPL Financial LLCMorgan Stanley04-01-2011
Hovsep Sarkiss GregorianiLPL Financial LLCMorgan Stanley$10012-02-2015
John David StubbsLPL Financial LLCMorgan Stanley$2511-19-2012
Kornelia SzaboLPL Financial LLCMorgan Stanley01-24-2011
Matthew Dean WaldronLPL Financial LLCMorgan Stanley02-27-2015
Paul PrattoLPL Financial LLCMorgan Stanley03-25-2011
Richard S. ReberLPL Financial LLCMorgan Stanley11-02-2017

Showing 1 to 15 of 15 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.