Morgan Stanley advisor moves

Advisor teams moving to or from Morgan Stanley, as reported by WirehouseHUB.

• Merrill Adds About $770M in Teams From Morgan Stanley and Wells Fargo

  Merrill has pulled in two advisory groups that together report roughly $770 million in client assets, according to InvestmentNews, splitting the haul between a New York Park Avenue market hire out of Morgan Stanley and a Boca Raton addition from Wells Fargo Advisors. left Morgan Stanley, joined Merrill, $770M

• Merrill Lands $1.2B Aliaskari Group From Morgan Stanley in McLean

  Merrill pulled a named PWM team back from Morgan Stanley — Aliaskari left Merrill in 2012 and just returned with $1.2B and two partners, a concrete wire-to-wire win under Moynihan’s more-advisors mandate. Aliaskari Group, left Morgan Stanley, joined Merrill, McLean, $1.2B

• BofA CEO Moynihan Tells Merrill It Needs More Advisors to Unlock Growth — Here's What That Means for Recruiting

  Merrill Lynch is actively competing for experienced lateral hires again — advisors at rival wirehouses are now a primary recruitment target, and deal structures are likely to improve as the firm races to fill geographic gaps. It Needs More Advisors, left Morgan Stanley

• Richard Horn, Jeffrey Deckelbaum & Gerald Horn Bring $750M Morgan Stanley Team to UBS Bethesda

  UBS is systematically dismantling Morgan Stanley's mid-Atlantic advisor base one high-production team at a time — if you're a Morgan Stanley advisor in the Southeast corridor, expect a UBS call soon. Horn / Deckelbaum team, left Morgan Stanley, joined UBS, Bethesda, $750M

• Why Wells Fargo’s Highest-Producing Teams Are Choosing to Leave

  Wells Fargo is recruiting aggressively, but this selected departure sample shows persistent pressure from independent, hybrid and non-bank platforms. Why Wells Fargo team, left Morgan Stanley, $8.83B

• UBS’s Quiet Recruiting Rebound: $7B+ in Teams Since June

  UBS has not erased its recent outflows, but it has become a credible destination again. The $7 billion-plus recruiting run is a measured redemption for a franchise that spent much of the last year on defense. left Morgan Stanley, $7.35B

• UBS Recruits $750M Morgan Stanley Team in Bethesda

  UBS gains a multigenerational Bethesda practice with deep Morgan Stanley tenure and local relationships. left Morgan Stanley, joined UBS, Bethesda, $750M

• UBS Recruits $1.4B Morgan Stanley Team in Colorado

  The Pueblo team is the largest of UBS's three September 4 recruiting wins by client assets. left Morgan Stanley, joined UBS, Colorado, $1.4B

• Morgan Stanley Pulls 15,000 Advisors From Forbes Rankings After $6 Million Secret Payment Scandal

  If you've been using Forbes-Shook rankings in your marketing deck, that approval is gone at Morgan Stanley—and compliance departments across the wirehouse channel are watching to see who moves next. This is a reputation-risk response, not a performance issue, but it lands the same way for top producers who built their brand around those lists.

• R. Mitch Edwards & Jeff Stanley Bring $300M Morgan Stanley Practice to UBS in Cincinnati Push

  UBS is deploying enhanced transition packages to systematically strip seven-figure producers from Morgan Stanley and other wirehouses across regional markets—if you're fielding calls, the economics are clearly moving in UBS's favor right now. Edwards / Stanley team, left Morgan Stanley, joined UBS, Cincinnati, $300M

• UBS Poaches $2.5M-Production Morgan Stanley Team Managing $300M in Ohio

  If you're a $2M+ producer at a wirehouse, your phone is about to ring. UBS is writing checks for exactly your profile, and Ohio proves no market is too quiet for their recruiting desk. left Morgan Stanley, joined UBS, Ohio, $300M

• LPL Reels In $350M Florida Duo as UBS Counters with Morgan Stanley Defectors in Indiana

  Recruiting deal sizes are swelling and the geography is expanding—if you're a veteran team with $300M+ in AUM, you're a target right now, and the platforms competing for you are offering increasingly differentiated value propositions beyond just the check. left UBS, joined LPL, Florida, $350M

• Al Hammond's $13B Graystone Team Defects to Merrill in One of 2026's Largest Wirehouse Moves

  This move signals Merrill's willingness to deploy serious transition capital to capture institutional consulting AUM at scale — and confirms that even entrenched Graystone teams are in play. Al Hammond team, left Morgan Stanley (Graystone), joined Merrill, $13B

• Merrill Pulls Morgan Stanley Advisors Into Chicago North & Nashville While LPL Raids Cetera Across Two States

  If you're at Morgan Stanley in Chicago or Nashville, expect a Merrill recruiter call soon—and if you're at a mid-size IBD like Cetera, LPL's checkbook is clearly open. The battleground is every major metro market, and transition packages are only getting richer. left Morgan Stanley, joined Merrill

• K. Shaun Cosby & Edward Powell Pull $460M Book From Merrill, Hand Morgan Stanley a $5M Birmingham Win

  Morgan Stanley has now poached multiple high-producing Merrill teams out of Birmingham in quick succession. If you're a Merrill advisor in the Southeast watching your comp structure, this is your peers voting with their feet—and Morgan Stanley is clearly dangling the right incentives to close the deal. left Merrill, $460M

• Morgan Stanley Moves First: $2B Recruiting Sweep and 'Founders Specialist' Rollout Put the Firm Ahead of the SEC's Private Market Push

  Morgan Stanley isn't waiting for regulatory permission to dominate private market wealth. The firm is locking in advisor talent and specialist designations now, meaning advisors at competing wirehouses need to assess whether their platform can match both the product shelf and the specialist support that Morgan Stanley is building—before their founder and pre-liquidity clients start asking why it can't. left Morgan Stanley, $2B

• Wells Fargo FiNet Lands $1B Palm Beach Practice as South Florida Becomes Independent-Channel Battleground

  FiNet is proving it can pull billion-dollar practices into its independent contractor model without waiting for the firm's upcoming fee-only RIA platform to launch — advisors weighing independence should watch this channel closely before that next product changes the competitive calculus. left Morgan Stanley, joined Wells Fargo FiNet, Palm Beach, $1B

• Merrill Poaches Morgan Stanley's Hartford Branch Manager Jazz Skair to Lead Connecticut Market

  Merrill is targeting experienced wirehouse branch managers—not just producing advisors—to anchor regional recruiting pipelines. If you're a market leader at a competing firm, expect your phone to ring. left Morgan Stanley, joined Merrill

• Kevin Daniels' $500M Tribute Financial Team Leaves United Planners for LPL — Plus Morgan Stanley Loses $800M Sports & Entertainment Trio to Citizens

  LPL's hybrid BD/RIA platform keeps pulling $500M+ independent teams away from smaller IBDs, and Morgan Stanley's sports and entertainment niche is now a confirmed recruiting target — both moves signal where assets are flowing in 2025. Tribute Financial, left United Planners, joined LPL, $500M

• UBS Recruits $149M Morgan Stanley Advisor Matt Teems

  Teems adds nonprofit and institutional-consulting depth to an established UBS Washington practice. Matt Teems, left Morgan Stanley, joined UBS, $149M

• UBS Adds Three Southeast Leaders, Pulls 30-Year Morgan Stanley Veteran From Sanctuary

  UBS is stacking Southeast management depth fast—three director appointments plus two office upgrades in one announcement—and Shaw's return from the indie channel suggests UBS sees the aggregator talent pool as a legitimate recruiting source, not just a competitor. left Sanctuary Wealth, joined UBS

• Morgan Stanley Poaches $1.1 Billion Merrill Lynch Team in San Francisco

  A five-person Merrill Lynch team managing $1.1B in tech executive assets has moved to Morgan Stanley in San Francisco. left Merrill, joined Morgan Stanley, San Francisco, $1.1B

• Morgan Stanley Recruits $1.5 Billion UBS Team in West Palm Beach

  Morgan Stanley landed a $1.5B UBS team in West Palm Beach, turning the tables on a firm hemorrhaging Florida talent. left UBS, joined Morgan Stanley, West Palm Beach, $1.5B

• UBS Expands US Private Wealth Division With $3 Billion Team From Morgan Stanley

  The Swiss banking giant continues its American expansion with a major recruitment in the Los Angeles market. left Morgan Stanley, joined UBS, $3B

• Stifel Poaches $1.8 Billion Team From Morgan Stanley's New York Office

  The move underscores Stifel's aggressive positioning as a wirehouse alternative for top-tier teams. left Morgan Stanley, joined Stifel, $1.8B

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