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 Charles ClemonsMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones03-14-2017
Abraham Amha HunegnawMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones10-25-2018
Adam GhantousMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones12-13-2016
Adam Lucas WadeMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones06-03-2011
Alan J Hadad Jr.Merrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$10001-19-2010
Albert BozzoMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones08-03-2015
Alex Leo JohnsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones12-15-2018
Alicia Cassar RiddleMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones08-11-2016
Alicia MartinezMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones03-03-2016
Allen Michael HallMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$10006-10-2011
Alyssa Kae ZuckMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones08-16-2017
Amy Therese TeelMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones03-16-2015
Andrea Spring WebsterMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones01-08-2016
Andrew C LorangerMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones06-19-2015
Andrew Charles TreptowMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones10-23-2015
Andrew Colbert WilliamsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones07-16-2012
Andrew David JaworskiMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones06-13-2014
Andrew Richard HarppMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones05-23-2011
Anthony Jon SegobianoMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$25010-16-2009
Anthony Joseph AielloMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$10005-18-2012
Anthony Ronald DefilippoMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$50011-05-2010
Antje ZgrzebskiMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones09-13-2019
Anton Francis LohnMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones01-22-2018
April M. ArmstrongMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$50001-24-2014
Armond Lamar HerndonMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones11-05-2018
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Showing 1 to 25 of 428 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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