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

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Thomas Reichert, Paul Lotito, Eric Aiello, Lindsay Reichert Bank of America Merrill LynchMorgan Stanley Wealth Management$62806-09-2017
Michael Greenstone, John Araneo, Margie Manning, Anita Srivastava Bank of America Merrill LynchMorgan Stanley Wealth Management$34303-23-2017
Adam SchurBank of America Merrill LynchMorgan Stanley Wealth Management$85001-13-2017
Jason Weese, Mark Harris, Todd Kelly, Matt Bridge, Kristen Buxton, Alan Lubner, Jim Ferguson, Traci BumpusBank of America Merrill LynchMorgan Stanley Wealth Management$2,34010-07-2016
Brad Weinman Bank of America Merrill LynchMorgan Stanley Wealth Management$24009-26-2016
Akira KidoBank of America Merrill LynchMorgan Stanley Wealth Management$16009-16-2016
Habib H. Yousefzadeh Bank of America Merrill LynchMorgan Stanley Wealth Management$11007-22-2016
Larry Pohlen, Marc Terris, Michael Kasper, David Pohlen, Kathleen VaughanBank of America Merrill LynchMorgan Stanley Wealth Management$55505-23-2016
Andrew Zimmerman, Edward Nabhan, Alexander Nabhan, Megan Cooney, James McIntyre Bank of America Merrill LynchMorgan Stanley Wealth Management$1,20005-18-2016
John Gatto, Kenneth Gatto, Matthew Hughes Bank of America Merrill LynchMorgan Stanley Wealth Management$67504-18-2016
Kirsten Tuzzo, Blaine MintonBank of America Merrill LynchMorgan Stanley Wealth Management$28704-18-2016
Marc Karstaedt Bank of America Merrill LynchMorgan Stanley Wealth Management$14704-18-2016
Scott UffelmanBank of America Merrill LynchMorgan Stanley Wealth Management$18504-18-2016
Jeremy Newton, Stephen LambBank of America Merrill LynchMorgan Stanley Wealth Management$33003-28-2016
Lee Rosen, Elana Gofman, Karen Levy Bank of America Merrill LynchMorgan Stanley Wealth Management$30010-16-2015
Brad Nettune, Trey Whipple Bank of America Merrill LynchMorgan Stanley Wealth Management09-04-2015
Hyeon Kang, Larry Dime, Hung TranBank of America Merrill LynchMorgan Stanley Wealth Management$24808-07-2015
Stephen J. Renie, Michael S. Arthur, Jennifer S. Hall Bank of America Merrill LynchMorgan Stanley Wealth Management$30007-30-2015
Bruce C. MunsterBank of America Merrill LynchMorgan Stanley Wealth Management$102-06-2015
Haris HotBank of America Merrill LynchMorgan Stanley Wealth Management$22301-30-2015
Mahmoud El AwadiBank of America Merrill LynchMorgan Stanley Wealth Management$5001-16-2015
Edward J. ViolaBank of America Merrill LynchMorgan Stanley Wealth Management$8311-14-2014
Richard Zinman Bank of America Merrill LynchMorgan Stanley Wealth Management$10411-14-2014
Christopher Carbone, Charles Sergewick Bank of America Merrill LynchMorgan Stanley Wealth Management$20011-13-2014
Robert LabriolaBank of America Merrill LynchMorgan Stanley Wealth Management$20007-11-2014
Next Page »

Showing 1 to 25 of 69 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.

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