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
Abraham Amha HunegnawMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones10-25-2018
Adam GhantousMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones12-13-2016
Alex Leo JohnsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones12-15-2018
Alicia Cassar RiddleMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones08-11-2016
Alicia MartinezMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones03-03-2016
Andrew David JaworskiMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones06-13-2014
Anthony Jon SegobianoMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones10-16-2009
Anton Francis LohnMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones01-22-2018
April M. ArmstrongMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones01-24-2014
Armond Lamar HerndonMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones11-05-2018
Barry Mitchell LovejoyMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$5004-01-2019
Benjamin M. SteinMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones06-15-2016
Benjamin William AlbaitisMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones03-13-2014
Brad DieckhausMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones03-16-2015
Bradford Cresson PriceMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones04-18-2011
Brandon Alexander BellMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones12-08-2015
Brandon David ArnoldMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones02-29-2016
Brent Walter BigneyMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones09-23-2011
Brett M. StagnittiMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones05-23-2016
Brian Alan WhiteMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones04-15-2019
Brian L. WilliamsMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones04-09-2018
Brianne M. LeroyMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones11-05-2014
Caleb Andrew StearMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones09-14-2016
Cameron Zachary TytulaMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones06-18-2018
Carina GerscovichMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones02-25-2016
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Showing 1 to 25 of 157 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.

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