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
Amy Lee JohnstonMorgan StanleyLord Abbett Distributor LLC04-02-2013
Amy Lynn WoodardMorgan StanleyWells Fargo Clearing Services, LLC05-17-2013
Andrew James McKayMorgan StanleyUBS Financial Services Inc.09-30-2010
Benjamin Samuel BaumbergerMorgan StanleyMorgan Stanley10-17-2011
Bert Lester Bennett IVMorgan StanleyTIAA-CREF Individual & Institutional Services, LLC01-26-2016
Blake Jason GreiterMorgan StanleyUBS Financial Services Inc.09-30-2010
Bonnie Lynn O'QuinnMorgan StanleyAXA Advisors, LLC01-01-2014
Bradford Thomas RamseyMorgan StanleyCarolina Capital Markets, Inc.07-21-2011
Brandon Robert WhelanMorgan StanleyLPL Financial LLC01-18-2018
Brian Allen EliMorgan StanleyEdward Jones08-04-2011
Cameron John RosenowMorgan StanleyMorgan Keegan & Company, Inc.12-09-2011
Charles Edward Crossingham Jr.Morgan StanleyWells Fargo Clearing Services, LLC12-14-2009
Charles H. Moehrke Jr.Morgan StanleyUBS Financial Services Inc.$10010-21-2009
Charles Lester MooreMorgan StanleyAvantax Investment Services, Inc.$2501-24-2012
Charles Louis CoxMorgan StanleyFidelity Brokerage Services LLC07-10-2015
Christian Jorge FrancoMorgan StanleyFirst Command Financial Planning, Inc.04-11-2011
Christopher Blake StanleyMorgan StanleyMorgan Stanley05-17-2011
Christopher Byron GraperMorgan StanleyMorgan Keegan & Company, Inc.11-21-2011
Christopher John TaylorMorgan StanleyWoodbury Financial Services, Inc.$15004-01-2020
Christopher Michael LaneMorgan StanleyWells Fargo Clearing Services, LLC07-24-2015
Christopher Michael WagnerMorgan StanleyWells Fargo Clearing Services, LLC$5012-05-2011
Clayton Russell KochMorgan StanleyNorthwestern Mutual Investment Services, LLC10-18-2017
Clinton Jonathan AllenMorgan StanleyEdward Jones09-16-2011
Dale Susan MeltzerMorgan StanleyWells Fargo Clearing Services, LLC$5008-30-2016
Dana Nichole TimchenkoMorgan StanleyUBS Financial Services Inc.$25005-15-2017
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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.