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)

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Thomas Harris JonesAllstate Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated11-06-2015
Benjamin Robert BurbedgeAmeriprise Financial Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated08-22-2017
Jacob Christopher RichCapstone Wealth Advisors, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated01-07-2020
Martin Rice Beau BarrettDavid A. Noyes & CompanyMerrill Lynch, Pierce, Fenner & Smith Incorporated$24009-28-2018
Alec Elias RosarioEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated$15008-16-2019
Seth Nigel WilsonEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated03-15-2019
Samuel OtleyEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated06-29-2018
Kristopher Earl ComarEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated08-27-2012
Glenn Frederick IsraelEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated$15006-01-2009
Andrew Christopher CurranFidelity Brokerage Services LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated02-07-2020
Jennifer Lynn MedlinFifth Third Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated02-27-2020
Andres SalamancaFifth Third Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated12-14-2019
Daniel P OSullivanFifth Third Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$2503-06-2012
Isaiah Taylor DouglassID Financial Planning & Wealth Management LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated06-15-2018
Robert Quinton MillerJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated12-04-2019
Jonathan William EmerickJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated10-01-2012
Thomas E BurchLarson Financial Securities, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated02-19-2013
Timothy J Oberley SrLaSalle St Securities, L.L.C.Merrill Lynch, Pierce, Fenner & Smith Incorporated01-08-2013
Jami Jean WolsieferLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated01-06-2020
Mark Aubrey LangdonLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated07-01-2013
Michael A Sullivan IiLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$2512-17-2010
G Thomas ButlerLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$3810-29-2010
Joshua Scott CorwinLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$15003-06-2009
Jeffery David FierceLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$5001-16-2009
Jonathan SpaffordMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$14006-29-2012
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Showing 1 to 25 of 94 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.