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

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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
Taylor Jason DodgeMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley09-24-2020
Joshua Ryan MoormanMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley09-24-2020
Kenneth Lawrence TurnerMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley09-14-2020
Christopher J CacciarelliMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley08-28-2020
Jordan Asher ShapiroMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley07-17-2020
Robert Felton BurchettaMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley07-13-2020
Isidro A MorgadoMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley06-23-2020
Edward Oyahire OkosunMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley06-19-2020
Ryan GriffinMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley06-17-2020
Denis J LeyvaMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley06-09-2020
Megan Anne RehillMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley06-03-2020
Robert Bratton CooperMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley05-27-2020
Brianna Ashley DriscollMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley05-26-2020
Jennifer Garcia MartinezMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley05-15-2020
Andre B Marvray II IIMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley05-01-2020
Steven Douglas ReuhlMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley04-30-2020
Sonya renee niewiekMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley$5004-20-2020
Emma Rose SmithMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley04-20-2020
LaVelle SpiveyMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley04-07-2020
Steven W MerrillMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley04-01-2020
Yash Pal TalrejaMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley03-06-2020
Charles Mathison Tyndal IIIMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley03-03-2020
Jose Antonio ZubillagaMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley02-28-2020
Tyler Creed MeekenMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley02-24-2020
Kimberly C JamesMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley02-03-2020
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Showing 1 to 25 of 1,071 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.