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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron Alphonse DelsignoreMerrill Lynch, Pierce, Fenner & Smith IncorporatedUBS Financial Services Inc.$5010-05-2012
Aaron Andrew UngererMerrill Lynch, Pierce, Fenner & Smith IncorporatedBanc of America Investment Services, Inc.10-23-2009
Aaron Dykas, Lisa SchafferMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Advisors$18504-06-2017
Aaron Frederick BergerMerrill Lynch, Pierce, Fenner & Smith IncorporatedBanc of America Investment Services, Inc.10-23-2009
Aaron J. BlumenthalMerrill Lynch, Pierce, Fenner & Smith IncorporatedBarclays Capital Inc.07-24-2015
Aaron Jonathan DykasMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC$22703-08-2017
Aaron Michael JablonskyMerrill Lynch, Pierce, Fenner & Smith IncorporatedLincoln Financial Securities Corporation01-27-2012
Aaron Paul LangstonMerrill Lynch, Pierce, Fenner & Smith IncorporatedAXA Advisors, LLC05-25-2018
Aaron R McCormickMerrill Lynch, Pierce, Fenner & Smith IncorporatedNew England Securities08-17-2009
Aaron Ray KellyMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC10-19-2015
Aaron Robert Hagwood, James Scott Tomoda, Andres F Castano, Christine Michelle DroneyMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley$5005-01-2015
Aaron Thomas WrightMerrill Lynch, Pierce, Fenner & Smith IncorporatedSantander Securities LLC02-04-2015
Aaron Walter MeisnerMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC$2506-10-2011
Abraham Amha HunegnawMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones10-25-2018
Abraham Anthony DairiMerrill Lynch, Pierce, Fenner & Smith IncorporatedUnionBanc Investment Services, LLC06-09-2016
Abraham B. ChoiMerrill Lynch, Pierce, Fenner & Smith IncorporatedE*TRADE Capital Management, LLC08-02-2018
Abtin ZarrabiMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley$19208-09-2013
Abtin ZarrabiMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley$5008-09-2013
Adalberto CuevasMerrill Lynch, Pierce, Fenner & Smith IncorporatedActinver Securities, Inc.03-19-2010
Adam Brenning CollinsMerrill Lynch, Pierce, Fenner & Smith IncorporatedLPL Financial LLC05-09-2018
Adam D. EpsteinMerrill Lynch, Pierce, Fenner & Smith IncorporatedBanc of America Investment Services, Inc.10-23-2009
Adam Francis BandMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC08-20-2010
Adam G LipskiMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley12-12-2011
Adam GhantousMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones12-13-2016
Adam GurienMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Advisors$28308-23-2011
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Showing 1 to 25 of 5,099 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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