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
Afaf A ZaherMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments05-10-2017
Amelia A. BineyMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments06-12-2017
Andrea Belen-SandhorstMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments04-29-2019
Anja StinnettMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments09-14-2016
Anna G. NewtonMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments05-02-2011
Arnold Alex RosalesMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments12-09-2016
Barrett CarterMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments$1007-09-2014
Beau Christopher MoyerMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments06-16-2014
Brent Devon GriffinMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments09-26-2018
Brooke Marie LebrunMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments02-28-2017
Carol Lynn LaxnerMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments09-08-2015
Charles Edward MerzMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments03-03-2016
Charles Patrick LynchMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments05-26-2017
Christopher GregsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments11-07-2016
Cody James HartleyMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments05-26-2010
Cody James JohnsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments11-12-2015
Douglas N. BreitenbachMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments10-29-2013
Eric Scott JohnsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments12-08-2015
Evelyn P BorgesMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments03-13-2018
Frank Burgaretta Jr.Merrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments03-05-2018
Ganna KravchukMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments11-21-2018
George Cole Philhower IIIMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments$2506-23-2014
Gregory Alan MalcolmMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments05-02-2017
Gregory Edward Robert HjelmMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments06-13-2017
Hiren PatelMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments10-22-2012
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Showing 1 to 25 of 72 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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