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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
David Anthony KasichMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones07-06-2017
Ryan Christopher O'MalleyMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones07-05-2017
Wally Chi LuuMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones06-28-2017
Joseph Vincent Hosack Jr.Merrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones06-28-2017
Louis A. Haboush Jr.Merrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones06-28-2017
James Ryan MartinMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones06-09-2017
Meredith Lee GuedryMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones04-21-2017
Katherine YounceMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones03-02-2017
Zachary Andrew BrashearMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones03-02-2017
Michael Callen BanesMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones02-02-2017
Jonathan Bradley James SchubertMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$10001-13-2017
Adam GhantousMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones12-13-2016
Oraine Andrew MundaMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones11-29-2016
Richard Lee Gustafson Jr.Merrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones11-25-2016
Steven A. WhitleyMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones11-07-2016
Xuyu XiangMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones10-27-2016
Douglas SheroffMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones10-24-2016
Ryan S. PerkinsMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones10-12-2016
Shawn Marie DesmondMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones09-20-2016
Pratik P. KandoiMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones09-15-2016
Caleb Andrew StearMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones09-14-2016
Alicia Cassar RiddleMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones08-11-2016
Richard Way IIIMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones08-05-2016
Jonathan David StorchMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones07-19-2016
Jeffrey John ScholtenMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones06-16-2016
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Showing 51 to 75 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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