A PHP Error was encountered

Severity: Notice

Message: Trying to get property of non-object

Filename: models/simple_app_model.php

Line Number: 1563

A PHP Error was encountered

Severity: Warning

Message: Invalid argument supplied for foreach()

Filename: models/simple_app_model.php

Line Number: 1476

Advisers on the Move - InvestmentNews

Advisers on the Move TEST

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.

Recruiting Scoreboard (Q2 2020)

Recruiting Gains

Firm Total Moves

See all firms ranked by total gains

Recruiting Losses

Firm Total Moves

See all firms ranked by total losses

Net Gains

Firm Total Moves

See all firms ranked by total gains

Net Losses

Firm Total Moves

See all firms ranked by total losses

Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Anastasiia NikolenkoMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC04-15-2020
Chad Thomas FeilkeMerrill Lynch, Pierce, Fenner & Smith IncorporatedLazard Asset Management LLC04-13-2020
Jelani Christopher MatthewsMerrill Lynch, Pierce, Fenner & Smith IncorporatedMerrill Lynch, Pierce, Fenner & Smith Incorporated04-13-2020
Eric Jose MarruffoMerrill Lynch, Pierce, Fenner & Smith IncorporatedE*TRADE Securities LLC04-09-2020
Brandie M WilsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC03-26-2020
Henry A. MenchacaMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC03-23-2020
Garen GevorgyanMerrill Lynch, Pierce, Fenner & Smith IncorporatedCitigroup Global Markets Inc.03-20-2020
Alisha Deann HoltMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC03-18-2020
Charles Spencer GouldMerrill Lynch, Pierce, Fenner & Smith IncorporatedBancWest Investment Services, Inc.03-06-2020
Yash P. TalrejaMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley03-06-2020
Khoi Dinh VuMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones03-04-2020
John Richard La GalanteMerrill Lynch, Pierce, Fenner & Smith IncorporatedNorthwestern Mutual Investment Services, LLC02-28-2020
Tyler Creed MeekenMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley02-24-2020
Evelyn MorenoMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC02-20-2020
Carolyn Bethany HurleyMerrill Lynch, Pierce, Fenner & Smith IncorporatedRBC Capital Markets, LLC02-12-2020
Yvonne C. FloresMerrill Lynch, Pierce, Fenner & Smith IncorporatedBancWest Investment Services, Inc.01-27-2020
Nhan Thanh DangMerrill Lynch, Pierce, Fenner & Smith IncorporatedCharles Schwab & Co., Inc.01-24-2020
Andrew Antonio OdishMerrill Lynch, Pierce, Fenner & Smith IncorporatedU.S. Bancorp Investments, Inc.01-13-2020
Michael Richard JudgeMerrill Lynch, Pierce, Fenner & Smith IncorporatedUnionBanc Investment Services, LLC01-10-2020
Barbara Ellen DuganMerrill Lynch, Pierce, Fenner & Smith IncorporatedAlpha Cubed Investments, LLC01-06-2020
Alejandro HernandezMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC12-23-2019
Michelle Melinda MartinMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley12-19-2019
Geoffrey Willis ShawMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC12-19-2019
Patrick Brian Bentley JrMerrill Lynch, Pierce, Fenner & Smith IncorporatedNorthwestern Mutual Investment Services, LLC12-18-2019
Raneeta SinghMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC12-11-2019
Next Page »

Showing 1 to 25 of 1,535 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15

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.