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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Gayle Johnson Hightower AdvisorsBank of America Merrill Lynch$11501-17-2018
Kevin KeithHightower AdvisorsBank of America Merrill Lynch$23010-10-2017
Jim Ewing, Michael ConaHightower AdvisorsBank of America Merrill Lynch$20003-13-2017
William Thrush, Meghan Rump Hightower AdvisorsBank of America Merrill Lynch$25010-18-2016
Lauren Pearson Hightower AdvisorsBank of America Merrill Lynch$5006-17-2016
LaRue GibsonHightower AdvisorsBank of America Merrill Lynch$30006-06-2016
Denver GilliandHightower AdvisorsBank of America Merrill Lynch$31505-08-2016
Peter ByrneHightower AdvisorsBank of America Merrill Lynch$5001-09-2015
Douglas G. ConklinHightower AdvisorsBank of America Merrill Lynch$22512-05-2014
William B. Wolf, Ethan CollinsHightower AdvisorsBank of America Merrill Lynch$44008-29-2014
Pamela Lynn Abraham, Jack E. Thomas, Trevor R. SwartzHightower AdvisorsBank of America Merrill Lynch$80008-08-2014
Jeffrey S. Vogel, Ruth BergerHightower AdvisorsBank of America Merrill Lynch$30002-21-2014
Laurie C. KamhiHightower AdvisorsBank of America Merrill Lynch$32011-22-2013
Charles Andriole, Geoffrey G. Gregory, Matthew J. MontanaHightower AdvisorsBank of America Merrill Lynch$70011-15-2013
Gregory C. Sarian, Francis X. Masse IIHightower AdvisorsBank of America Merrill Lynch$65002-15-2013
Hugh Anderson, Sheila Delutri Hightower AdvisorsBank of America Merrill Lynch$45008-31-2012
Mike PeQueen, Ned Evans, Adam ThurgoodHightower AdvisorsBank of America Merrill Lynch$34008-31-2012
Charles S. HoltHightower AdvisorsBank of America Merrill Lynch$20003-23-2012
Kenneth Hoffman, Richard Steinberg, Jordan WaxmanHightower AdvisorsBank of America Merrill Lynch$103-05-2012
Leo J. Kelly III, Brian GrumbachHightower AdvisorsBank of America Merrill Lynch$70002-27-2012
Paul A. Pagnato, David W. KarpHightower AdvisorsBank of America Merrill Lynch$108-01-2011
Mark Masterson, David EmmaHightower AdvisorsBank of America Merrill Lynch$35007-14-2011
Brian P. Amidei, Joseph G. Romano III, Brett C. D'OrlandoHightower AdvisorsBank of America Merrill Lynch$37505-09-2011
Edward Simmons, Gibson Wilkes, Blake Wilkes, Michael SimmonsHightower AdvisorsBank of America Merrill Lynch$50002-23-2011

Showing 1 to 24 of 24 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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