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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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Paul Whitney StenardMerrill Lynch, Pierce, Fenner & Smith IncorporatedRBC Capital Markets, LLC$5004-09-2009
Michael Bishop Jones JrMerrill Lynch, Pierce, Fenner & Smith IncorporatedRBC Capital Markets, LLC02-25-2010
William Braden BarlowMerrill Lynch, Pierce, Fenner & Smith IncorporatedRBC Capital Markets, LLC02-25-2010
Brian DAVID ParrishMerrill Lynch, Pierce, Fenner & Smith IncorporatedRBC Capital Markets, LLC$10002-25-2010
Jessica L StcyrMerrill Lynch, Pierce, Fenner & Smith IncorporatedRBC Capital Markets, LLC04-19-2010
Jeremy Christian KoberMerrill Lynch, Pierce, Fenner & Smith IncorporatedRBC Capital Markets, LLC08-20-2010
Glen Scott ZaintzMerrill Lynch, Pierce, Fenner & Smith IncorporatedRBC Capital Markets, LLC$15002-04-2011
Michelle Elizabeth LosassoMerrill Lynch, Pierce, Fenner & Smith IncorporatedRBC Capital Markets, LLC03-10-2011
Jonathan Paul StanleyMerrill Lynch, Pierce, Fenner & Smith IncorporatedRBC Capital Markets, LLC03-17-2011
Meredith M MckownMerrill Lynch, Pierce, Fenner & Smith IncorporatedRBC Capital Markets, LLC$5008-26-2011
Anthony FerrandinoMerrill Lynch, Pierce, Fenner & Smith IncorporatedRBC Capital Markets, LLC09-19-2011
Anthony Michael Recco JrMerrill Lynch, Pierce, Fenner & Smith IncorporatedRBC Capital Markets, LLC$5505-11-2012
Christopher Flint CorsigliaMerrill Lynch, Pierce, Fenner & Smith IncorporatedRBC Capital Markets, LLC10-19-2012
Emory Ragsdale Wade Myatt Lynde JacksonMerrill Lynch, Pierce, Fenner & Smith IncorporatedRBC Capital Markets, LLC$15211-16-2012
Emory Alvin RagsdaleMerrill Lynch, Pierce, Fenner & Smith IncorporatedRBC Capital Markets, LLC11-16-2012
Dennis George FultonMerrill Lynch, Pierce, Fenner & Smith IncorporatedRBC Capital Markets, LLC$10011-16-2012
Wade Barkley MyattMerrill Lynch, Pierce, Fenner & Smith IncorporatedRBC Capital Markets, LLC11-16-2012
Lynde Marie JacksonMerrill Lynch, Pierce, Fenner & Smith IncorporatedRBC Capital Markets, LLC11-16-2012
Edward Glenn Pamela StaplesMerrill Lynch, Pierce, Fenner & Smith IncorporatedRBC Capital Markets, LLC$30002-15-2013
Edward Nathan GlennMerrill Lynch, Pierce, Fenner & Smith IncorporatedRBC Capital Markets, LLC02-15-2013
Pamela Ann StaplesMerrill Lynch, Pierce, Fenner & Smith IncorporatedRBC Capital Markets, LLC02-15-2013
Trisha L SauerMerrill Lynch, Pierce, Fenner & Smith IncorporatedRBC Capital Markets, LLC$2501-24-2014
Ligia Di NalloMerrill Lynch, Pierce, Fenner & Smith IncorporatedRBC Capital Markets, LLC02-26-2014
Teena M BourqueMerrill Lynch, Pierce, Fenner & Smith IncorporatedRBC Capital Markets, LLC04-03-2014
Michael W CarlinMerrill Lynch, Pierce, Fenner & Smith IncorporatedRBC Capital Markets, LLC05-21-2014
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Showing 1 to 25 of 44 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.