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Advisers on the Move - InvestmentNews

Advisers on the Move TEST

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.

Recruiting Scoreboard (Q2 2020)

Recruiting Gains

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Recruiting Losses

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Net Gains

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Net Losses

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Richard Emmanuel LimMorgan StanleyMorgan Stanley & Co. Incorporated05-05-2020
Chloe Reann SmithMorgan StanleyAXA Advisors, LLC04-09-2020
Andrew N KingMorgan StanleyDeutsche Bank Securities Inc.$5003-24-2020
Paola A. GallegoMorgan StanleyUBS Financial Services Inc.03-19-2020
Hyrije MahmutiMorgan StanleyMorgan Stanley03-19-2020
Brian Patrick HarpurMorgan StanleyTIAA-CREF Individual & Institutional Services, LLC03-16-2020
Jonathan MadriganoMorgan StanleyJ.P. Morgan Securities LLC$2,15503-06-2020
Jared Michael SamosMorgan StanleyJ.P. Morgan Securities LLC$15003-06-2020
Benjamin Adam AprilMorgan StanleyJ.P. Morgan Securities LLC$15003-06-2020
Lawrence Michael BeckMorgan StanleyUBS Financial Services Inc.02-28-2020
Paul Rene VigueMorgan StanleyUBS Financial Services Inc.$25002-28-2020
Renato John RealiMorgan StanleyUBS Financial Services Inc.$21702-28-2020
Lisa Mc CaddenMorgan StanleyUBS Financial Services Inc.02-28-2020
William Scranton PlattMorgan StanleyUBS Financial Services Inc.$36702-28-2020
Grant William TemplinMorgan StanleyUBS Financial Services Inc.02-28-2020
Michael Anthony D'OnofrioMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated02-28-2020
Nicole Kimberly VillavicencioMorgan StanleyJ.P. Morgan Securities LLC02-28-2020
Matthew Evans McKeeMorgan StanleyUBS Financial Services Inc.01-29-2020
Joseph Bishar NakashianMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated01-23-2020
Thomas Quinlan HodgsonMorgan StanleyAXA Advisors, LLC01-22-2020
Henry Morgan Lawrence IIIMorgan StanleyJ.P. Morgan Securities LLC01-14-2020
John PalazzettiMorgan StanleyPark Avenue Securities LLC$15012-11-2019
Neil Seth OkunMorgan StanleyWells Fargo Advisors Financial Network, LLC$5012-05-2019
Michael Z. KusnirMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated11-20-2019
Andrew J. MarbackMorgan StanleyJ.P. Morgan Securities LLC11-19-2019
Next Page »

Showing 1 to 25 of 1,127 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.