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 Andrew UngererMerrill Lynch, Pierce, Fenner & Smith IncorporatedBanc of America Investment Services, Inc.10-23-2009
Aaron Frederick BergerMerrill Lynch, Pierce, Fenner & Smith IncorporatedBanc of America Investment Services, Inc.10-23-2009
Adam D. EpsteinMerrill Lynch, Pierce, Fenner & Smith IncorporatedBanc of America Investment Services, Inc.10-23-2009
Adham Samir KaibniMerrill Lynch, Pierce, Fenner & Smith IncorporatedBanc of America Investment Services, Inc.10-23-2009
Albert DobrushkinMerrill Lynch, Pierce, Fenner & Smith IncorporatedBanc of America Investment Services, Inc.10-23-2009
Albert Kale GallatinMerrill Lynch, Pierce, Fenner & Smith IncorporatedBanc of America Investment Services, Inc.10-23-2009
Albert Melvin Wright IIIMerrill Lynch, Pierce, Fenner & Smith IncorporatedBanc of America Investment Services, Inc.10-23-2009
Alex Lee ShannonMerrill Lynch, Pierce, Fenner & Smith IncorporatedBanc of America Investment Services, Inc.10-23-2009
Alfonso EstrellaMerrill Lynch, Pierce, Fenner & Smith IncorporatedBanc of America Investment Services, Inc.10-23-2009
Ali Rockman ColemanMerrill Lynch, Pierce, Fenner & Smith IncorporatedBanc of America Investment Services, Inc.10-23-2009
Alina Esther TheobaldMerrill Lynch, Pierce, Fenner & Smith IncorporatedBanc of America Investment Services, Inc.10-23-2009
Allan Neil HamerMerrill Lynch, Pierce, Fenner & Smith IncorporatedBanc of America Investment Services, Inc.10-23-2009
Allan Richard SamilowMerrill Lynch, Pierce, Fenner & Smith IncorporatedBanc of America Investment Services, Inc.10-23-2009
Allen E. BlockMerrill Lynch, Pierce, Fenner & Smith IncorporatedBanc of America Investment Services, Inc.10-23-2009
Amanda T. WooMerrill Lynch, Pierce, Fenner & Smith IncorporatedBanc of America Investment Services, Inc.10-23-2009
Amory Charles SandersMerrill Lynch, Pierce, Fenner & Smith IncorporatedBanc of America Investment Services, Inc.10-23-2009
Amy Marie BestMerrill Lynch, Pierce, Fenner & Smith IncorporatedBanc of America Investment Services, Inc.10-23-2009
Andrew Alan HardingMerrill Lynch, Pierce, Fenner & Smith IncorporatedBanc of America Investment Services, Inc.10-23-2009
Andrew Damien BurnsMerrill Lynch, Pierce, Fenner & Smith IncorporatedBanc of America Investment Services, Inc.10-23-2009
Andrew James SheridanMerrill Lynch, Pierce, Fenner & Smith IncorporatedBanc of America Investment Services, Inc.10-23-2009
Andrew James TempelisMerrill Lynch, Pierce, Fenner & Smith IncorporatedBanc of America Investment Services, Inc.10-23-2009
Andrew Michael VittoriaMerrill Lynch, Pierce, Fenner & Smith IncorporatedBanc of America Investment Services, Inc.10-23-2009
Andrew Steven IsaacMerrill Lynch, Pierce, Fenner & Smith IncorporatedBanc of America Investment Services, Inc.10-23-2009
Angelo Richard ZappalaMerrill Lynch, Pierce, Fenner & Smith IncorporatedBanc of America Investment Services, Inc.10-23-2009
Anna Vucurevich JenkinsMerrill Lynch, Pierce, Fenner & Smith IncorporatedBanc of America Investment Services, Inc.10-23-2009
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Showing 1 to 25 of 835 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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