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

Firm Total Moves

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Recruiting Losses

Firm Total Moves

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Net Gains

Firm Total Moves

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Net Losses

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Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Dana M Arluna JrMerrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James & Associates, Inc.$2502-08-2010
April Elizabeth YlvisakerMerrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James & Associates, Inc.$10001-03-2012
D Clarke BrowneMerrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James & Associates, Inc.10-25-2013
William Lynn PorterMerrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James & Associates, Inc.11-11-2013
Kari R JohnsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James & Associates, Inc.$5011-11-2013
Benjamin R StacyMerrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James & Associates, Inc.$50001-17-2014
Scott Robert GradyMerrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James & Associates, Inc.$13303-14-2014
Colby Russell RobbinsMerrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James & Associates, Inc.06-05-2015
Joseph Scott ThompsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James & Associates, Inc.07-22-2016
Jonathan David BikMerrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James & Associates, Inc.08-30-2016
Amrish Navin KuraniMerrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James & Associates, Inc.06-28-2017
Steven J CrateMerrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James & Associates, Inc.12-01-2017
William Jeffrey NealMerrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James & Associates, Inc.12-14-2017
Edward Charles Maier IiiMerrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James & Associates, Inc.12-14-2017
Daniel Scott QuartararoMerrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James & Associates, Inc.02-13-2018
Ryan Carl JohnsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James & Associates, Inc.07-02-2018
Dominick Christian LealiMerrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James & Associates, Inc.09-25-2018
Justin AlexanderMerrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James & Associates, Inc.11-01-2018
James K Cluverius JrMerrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James & Associates, Inc.11-16-2018
Kristopher Nubar KasarjianMerrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James & Associates, Inc.11-16-2018
Joseph Frederick RambowMerrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James & Associates, Inc.01-02-2019
Amanda W JowersMerrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James & Associates, Inc.05-01-2019
Gary Wardein Erin BethgeMerrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James & Associates, Inc.$20609-23-2019
Cynthia GarciaMerrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James & Associates, Inc.12-11-2019

Showing 1 to 24 of 24 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.