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
Gregory Wade FosterMorgan StanleyDuncan-Williams, Inc.09-14-2018
Vicki Gillespie MarkhamMorgan StanleyWiley Bros.-Aintree Capital, LLC06-19-2017
Danny Fyke Fisher Jr.Morgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated04-03-2017
Davis Love PetersenMorgan StanleyRaymond James & Associates, Inc.03-31-2017
Charles Mathison Tyndal IIIMorgan StanleyLPL Financial LLC02-14-2017
Molly M CloudMorgan StanleySunTrust Investment Services, Inc.08-26-2016
David Wise DarstMorgan StanleyGuggenheim Securities, LLC08-22-2016
Jon David ReedMorgan StanleySignator Investors, Inc.07-12-2016
Samuel Vincent HarrisMorgan StanleyEdward Jones07-08-2016
Georganna Price CooperMorgan StanleySagePoint Financial, Inc.07-02-2016
Joshua David KlingerMorgan StanleyNorthwestern Mutual Investment Services, LLC06-23-2016
Phillip Joseph LeachMorgan StanleyCarty & Company, Inc.04-22-2016
John W Tucker IIIMorgan StanleyEdward Jones$5004-01-2016
Tia Lowry ScullyMorgan StanleyUBS Financial Services Inc.02-01-2016
Bryce Patrick JenneyMorgan StanleyPlante Moran Financial Advisors12-08-2015
Stephanie Jones DepriestMorgan StanleyUBS Financial Services Inc.10-30-2015
William Shane KonvesMorgan StanleyWells Fargo Clearing Services, LLC$2510-16-2015
Robert Russell BrewerMorgan StanleyWiley Bros.-Aintree Capital, LLC10-01-2015
Jeffrey Allen BlakeMorgan StanleyWells Fargo Clearing Services, LLC$5008-07-2015
Michael D TankersleyMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$10005-26-2015
Aaron Lynn SuriffMorgan StanleyWaddell & Reed04-10-2015
Jeremy P BiscegliaMorgan StanleyEdward Jones$5010-16-2014
Melanie Massey AndersonMorgan StanleySunTrust Robinson Humphrey, Inc.02-25-2014
Kevin L. DavisMorgan StanleyUBS Financial Services Inc.06-28-2013
Alissa NanceMorgan StanleyStifel, Nicolaus & Company, Incorporated$11805-03-2013
Next Page »

Showing 1 to 25 of 47 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.


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