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)

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Adolfo John Montesa IIMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC11-17-2014
Alexander Reece StarnesMerrill Lynch, Pierce, Fenner & Smith IncorporatedWaddell & Reed03-29-2018
Amber Lynne WrightMerrill Lynch, Pierce, Fenner & Smith IncorporatedNYLIFE Securities LLC12-10-2019
Andrea C MurphyMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC09-21-2010
Andrew John CapecciMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley12-19-2018
Andrew Robert SessionsMerrill Lynch, Pierce, Fenner & Smith IncorporatedTIAA-CREF Individual & Institutional Services, LLC02-24-2015
Andrew Thomas ClyneMerrill Lynch, Pierce, Fenner & Smith IncorporatedSummit Equities, Inc.05-20-2016
Angela D RutledgeMerrill Lynch, Pierce, Fenner & Smith IncorporatedUBS Financial Services Inc.06-23-2014
Angela Nicole FerrellMerrill Lynch, Pierce, Fenner & Smith IncorporatedCapital Investment Group, Inc.08-25-2014
Anna Elizabeth BergerMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC06-13-2019
Aric DambrevilleMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC11-01-2019
Arnold RosalesMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments12-09-2016
Ashley Jennifer CedroneMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones07-12-2019
Barry A VenickMerrill Lynch, Pierce, Fenner & Smith IncorporatedW&S Brokerage Services, Inc.04-05-2019
Brandon Edouard CousancaMerrill Lynch, Pierce, Fenner & Smith IncorporatedKestra Investment Services, LLC10-04-2017
Brennon Lee MillsMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones08-01-2016
Brett Michael WebbMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC05-31-2019
Brian DAVID ParrishMerrill Lynch, Pierce, Fenner & Smith IncorporatedRBC Capital Markets, LLC$10002-25-2010
Brian RolandMerrill Lynch, Pierce, Fenner & Smith IncorporatedUBS Financial Services Inc.11-13-2009
Bryan James StanleyMerrill Lynch, Pierce, Fenner & Smith IncorporatedFirst Citizens Investor Services, Inc.05-20-2020
Bryan Thomas MarciniakMerrill Lynch, Pierce, Fenner & Smith IncorporatedLPL Financial LLC12-18-2019
Bryan W HaneyMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC11-11-2013
Bryant James TromblyMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley08-27-2019
Caitlin Elizabeth MorrisMerrill Lynch, Pierce, Fenner & Smith IncorporatedVanguard Marketing Corporation05-20-2016
Cameron R PaitMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC11-13-2012
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Showing 1 to 25 of 137 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.