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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Recruiting Scoreboard (Q4 2020)

Recruiting Gains

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Recruiting Losses

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Net Gains

Firm Total Moves

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Net Losses

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Joel Bernard BoissiereMerrill Lynch, Pierce, Fenner & Smith IncorporatedEquitable Advisors, LLC10-08-2020
Allison WaltersMerrill Lynch, Pierce, Fenner & Smith IncorporatedEquitable Advisors, LLC09-04-2020
Sylvia N KombourasMerrill Lynch, Pierce, Fenner & Smith IncorporatedEquitable Advisors, LLC09-02-2020
Russell Clark BlockhusMerrill Lynch, Pierce, Fenner & Smith IncorporatedEquitable Advisors, LLC08-28-2020
Jack FausoneMerrill Lynch, Pierce, Fenner & Smith IncorporatedEquitable Advisors, LLC08-21-2020
Patrick Thomas BayMerrill Lynch, Pierce, Fenner & Smith IncorporatedEquitable Advisors, LLC07-02-2020
Robert Lee MillerMerrill Lynch, Pierce, Fenner & Smith IncorporatedEquitable Advisors, LLC06-08-2020
Jason Bradley SternMerrill Lynch, Pierce, Fenner & Smith IncorporatedEquitable Advisors, LLC05-08-2020
Tanner WilburnMerrill Lynch, Pierce, Fenner & Smith IncorporatedEquitable Advisors, LLC04-29-2020
Lynn Frances PadroMerrill Lynch, Pierce, Fenner & Smith IncorporatedEquitable Advisors, LLC04-01-2020
Robert Kirk Adikes IIIMerrill Lynch, Pierce, Fenner & Smith IncorporatedEquitable Advisors, LLC03-25-2020
Sean A HorsleyMerrill Lynch, Pierce, Fenner & Smith IncorporatedEquitable Advisors, LLC03-10-2020
Tyler Douglas WisslerMerrill Lynch, Pierce, Fenner & Smith IncorporatedEquitable Advisors, LLC02-28-2020
Vladimir Jacky TranquilleMerrill Lynch, Pierce, Fenner & Smith IncorporatedEquitable Advisors, LLC02-13-2020
Todd Mccabe ODonnellMerrill Lynch, Pierce, Fenner & Smith IncorporatedEquitable Advisors, LLC01-21-2020
Daniel Max ZombackMerrill Lynch, Pierce, Fenner & Smith IncorporatedEquitable Advisors, LLC01-15-2020
Steven GodichMerrill Lynch, Pierce, Fenner & Smith IncorporatedEquitable Advisors, LLC01-08-2020
Justin James AikensMerrill Lynch, Pierce, Fenner & Smith IncorporatedEquitable Advisors, LLC01-08-2020
Amanda Leigh BucherMerrill Lynch, Pierce, Fenner & Smith IncorporatedEquitable Advisors, LLC01-02-2020
Candace Lyn DoverspikeMerrill Lynch, Pierce, Fenner & Smith IncorporatedEquitable Advisors, LLC12-18-2019
Tourab Mawaz-KhanMerrill Lynch, Pierce, Fenner & Smith IncorporatedEquitable Advisors, LLC11-21-2019
Benjamin S SimonMerrill Lynch, Pierce, Fenner & Smith IncorporatedEquitable Advisors, LLC11-19-2019
Darrun MohanMerrill Lynch, Pierce, Fenner & Smith IncorporatedEquitable Advisors, LLC11-18-2019
Timothy James HerrickMerrill Lynch, Pierce, Fenner & Smith IncorporatedEquitable Advisors, LLC11-05-2019
Jared Steven KornMerrill Lynch, Pierce, Fenner & Smith IncorporatedEquitable Advisors, LLC11-05-2019
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Showing 1 to 25 of 158 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.