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
Paul John BoesMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Personal and Workplace Advisors06-26-2019
Jessica Laura WilliamsMerrill Lynch, Pierce, Fenner & Smith IncorporatedBofA Securities, Inc.06-24-2019
Sandra Frampton LewandowskiMerrill Lynch, Pierce, Fenner & Smith IncorporatedMerrill Lynch, Pierce, Fenner & Smith Incorporated06-21-2019
Austen Nathaniel StewartMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC06-20-2019
Chanda LegerMerrill Lynch, Pierce, Fenner & Smith IncorporatedMerrill Lynch, Pierce, Fenner & Smith Incorporated06-20-2019
Angeline Anita CaesarMerrill Lynch, Pierce, Fenner & Smith IncorporatedMerrill Lynch, Pierce, Fenner & Smith Incorporated06-17-2019
Frank Thomas LacostaMerrill Lynch, Pierce, Fenner & Smith IncorporatedMerrill Lynch, Pierce, Fenner & Smith Incorporated06-13-2019
Kelly Marie FriebeleMerrill Lynch, Pierce, Fenner & Smith IncorporatedMerrill Lynch, Pierce, Fenner & Smith Incorporated06-13-2019
Jason Paul SeibertMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments05-31-2019
Luke Anthony MillikinMerrill Lynch, Pierce, Fenner & Smith IncorporatedBofa Securities, Inc.05-28-2019
Jacob Bradley TelleriaMerrill Lynch, Pierce, Fenner & Smith IncorporatedDAVINCI FINANCIAL DESIGNS05-23-2019
Jacob Bradley TelleriaMerrill Lynch, Pierce, Fenner & Smith IncorporatedDavinci Financial Designs05-23-2019
Brian Alan WhiteMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones04-15-2019
Michael Paul RauMerrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James & Associates, Inc.03-28-2019
Lukasz G JankoMerrill Lynch, Pierce, Fenner & Smith IncorporatedKey Investment Services LLC03-25-2019
Baris KandazMerrill Lynch, Pierce, Fenner & Smith IncorporatedPruco Securities, LLC.03-19-2019
Eric Martin CoresselMerrill Lynch, Pierce, Fenner & Smith IncorporatedSecurian Financial Services, Inc.03-19-2019
Ryan Robert CarrMerrill Lynch, Pierce, Fenner & Smith IncorporatedCredit Suisse Securities (USA) LLC03-06-2019
Hector M Gonzalez Jr.Merrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC03-05-2019
David ImrithMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Personal and Workplace Advisors03-04-2019
Jason Robert McclanahanMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC03-01-2019
Rebecca Bryant DickersonMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Personal and Workplace Advisors02-21-2019
Bradley Paul SchwartzMerrill Lynch, Pierce, Fenner & Smith IncorporatedKeyes, Stange & Wooten Wealth Management, LLC02-20-2019
Wylie Lars NelsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones02-20-2019
Danielle Lynne CoryerMerrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James Financial Services, Inc.02-14-2019
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Showing 1 to 25 of 7,741 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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