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
Zuo Jia BlackMerrill Lynch, Pierce, Fenner & Smith IncorporatedScottrade, Inc.01-21-2015
Zulfiqar Ali NaqviMerrill Lynch, Pierce, Fenner & Smith IncorporatedOneAmerica Securities, Inc.08-26-2020
Zondria BondMerrill Lynch, Pierce, Fenner & Smith IncorporatedSynovus Securities, Inc.11-05-2019
Ziad NseirMerrill Lynch, Pierce, Fenner & Smith IncorporatedGoldman Sachs Personal Financial Management09-10-2018
Ziad Emil HabayebMerrill Lynch, Pierce, Fenner & Smith IncorporatedCitigroup Global Markets Inc.$15003-27-2009
Zhengbang LiuMerrill Lynch, Pierce, Fenner & Smith IncorporatedE*TRADE Securities LLC11-05-2014
Zakhele V DhlaminiMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments08-14-2017
Zafar GhafoorMerrill Lynch, Pierce, Fenner & Smith IncorporatedFifth Third Securities, Inc.03-24-2017
Zackery Hunter BussMerrill Lynch, Pierce, Fenner & Smith IncorporatedSorrento Pacific Financial, LLC03-15-2017
Zachary Youldon MustaineMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones04-13-2018
Zachary Tyson SteinmetzMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones07-22-2019
Zachary Tyler MillerMerrill Lynch, Pierce, Fenner & Smith IncorporatedPFS Investments Inc.07-06-2016
Zachary T KohanMerrill Lynch, Pierce, Fenner & Smith IncorporatedNYLIFE Securities LLC$2505-23-2011
Zachary Philip HaggasMerrill Lynch, Pierce, Fenner & Smith IncorporatedAmeritas Investment Company, LLC01-23-2012
Zachary Palmer FlobergMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC07-22-2013
Zachary LewerMerrill Lynch, Pierce, Fenner & Smith IncorporatedVanguard Marketing Corporation02-06-2020
Zachary John OsbornMerrill Lynch, Pierce, Fenner & Smith IncorporatedNYLIFE Securities LLC09-09-2019
Zachary Ian StitzerMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley$1402-27-2015
Zachary Henry ZelmanMerrill Lynch, Pierce, Fenner & Smith IncorporatedAvatar Securities, LLC11-23-2016
Zachary Allan DegaseMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones04-01-2019
Yvonne Rose BourkMerrill Lynch, Pierce, Fenner & Smith IncorporatedBB&T Investment Services, Inc.08-21-2015
Yvonne Maria KennedyMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC01-16-2020
Yvonne C FloresMerrill Lynch, Pierce, Fenner & Smith IncorporatedBancWest Investment Services, Inc.01-27-2020
Yvonne A WyerMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones09-19-2016
Yuxia MaMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley & Co. LLC$10001-16-2009
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Showing 1 to 25 of 5,284 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.