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
Danny F. 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 Murrin KellyMorgan StanleySunTrust Investment Services, Inc.08-26-2016
David Wise DarstMorgan StanleyGuggenheim Securities, LLC08-22-2016
Georganna P. CooperMorgan StanleySagePoint Financial, Inc.07-02-2016
Robert Russell BrewerMorgan StanleyWiley Bros.-Aintree Capital, LLC10-01-2015
Jeremy P. BiscegliaMorgan StanleyEdward Jones10-16-2014
Rebecca Jane GordonMorgan StanleyStifel, Nicolaus & Company, Incorporated05-03-2013
Alissa NanceMorgan StanleyStifel, Nicolaus & Company, Incorporated05-03-2013
Paul Thomas FlournoyMorgan StanleyMorgan Keegan & Company, Inc.10-01-2012
James Ralph ParkerMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated03-02-2012
William Drake Porter, Brian Joseph SmithMorgan StanleyMorgan Keegan & Company, Inc.10-14-2011
Vyvonne L. PhoutharansyMorgan StanleyMorgan Keegan & Company, Inc.10-14-2011
Laura Elizabeth Faucette KnightMorgan StanleyUBS Financial Services Inc.07-05-2011
Edward Brett LewisMorgan StanleyMorgan Keegan & Company, Inc.03-29-2011
Terry Leann KeltnerMorgan StanleyFTB Advisors, Inc.10-18-2010
Jack Jack Stanley ZagerMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Richard Douglas WhitmanMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Morgan Sabb CanteyMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Charles Stacey MontgomeryMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Michael Kent TomshackMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
John Walter ParkerMorgan StanleyMorgan Stanley & Co. LLC06-01-2009
Craig Alan MayfieldMorgan StanleyCitigroup Global Markets Inc.06-01-2009
Next Page »

Showing 1 to 25 of 115 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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