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
Aleksandr RoytmanLincoln Financial Advisors CorporationMerrill Lynch, Pierce, Fenner & Smith Incorporated07-24-2013
Alex Edward BryerSnowden Account Services LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$25007-29-2015
Alex Neracher FritzscheRBC Capital Markets, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$50006-03-2015
Alexander Mark SuppleeUnited Capital Financial AdvisersMerrill Lynch, Pierce, Fenner & Smith Incorporated09-11-2017
Alexandro AristaSnowden Account Services LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated02-22-2016
Alicia Joy MullenixInvested.Merrill Lynch, Pierce, Fenner & Smith Incorporated01-05-2016
Alpha KorngorMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated11-14-2018
Alvin D ArunkumarBB&T Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated12-06-2016
Andres TrujilloCetera Investment Services LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated11-26-2019
Andrew Clark KahanM&T Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated03-19-2012
Anna Marie FaganInfinex Investments, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$10011-12-2009
Anthony Joseph BonacciMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$10005-13-2016
Antwyne David DelondeSunTrust Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated03-03-2009
Ashley Rena MyersWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Merrill Lynch, Pierce, Fenner & Smith Incorporated05-12-2017
Augustus L MartzM&T Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$50002-09-2012
Ayaz HasanMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$15012-09-2015
Barrett Charles HagenWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Merrill Lynch, Pierce, Fenner & Smith Incorporated08-01-2019
Benjamin David SpikerWells Fargo Advisors Financial Network, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$15009-22-2017
Benjamin Thomas GallowayGreenspring Advisors, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated10-18-2019
BILAL JIBRIL COLBERTTD Ameritrade Investment Management, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated02-15-2017
Brandon Christopher OliverMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated$50003-01-2010
Brandon James MonahanJanney Montgomery Scott LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated08-05-2019
Brandon Michael WigginsMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated01-08-2018
Brandon MyersWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Merrill Lynch, Pierce, Fenner & Smith Incorporated10-21-2019
Brandon ParkUBS Financial Services Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$10011-17-2010
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Showing 1 to 25 of 201 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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