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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Net Losses

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Quinn Sidney JonesMerrill Lynch, Pierce, Fenner & Smith IncorporatedBalasa Dinverno Foltz LLC06-16-2016
Frank Anthony Nunziata IiMerrill Lynch, Pierce, Fenner & Smith IncorporatedCambridge Investment Research, Inc.06-09-2016
Kristine M ShieldsMerrill Lynch, Pierce, Fenner & Smith IncorporatedCetera Investment Services LLC03-05-2014
Gregory Jay RustemeyerMerrill Lynch, Pierce, Fenner & Smith IncorporatedCitigroup Global Markets Inc.$5206-05-2009
Andrew T SullivanMerrill Lynch, Pierce, Fenner & Smith IncorporatedCleararc Capital, Inc.05-23-2011
Pablo TeranMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones08-17-2020
Craig Michael BurgessMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones09-18-2019
Zachary Tyson SteinmetzMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones07-22-2019
Jeffrey Curtis LewisMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$2505-03-2019
Michael Casey DonahueMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$5012-14-2011
Madeline Jo ThompsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones08-08-2011
Robert David OBrienMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones$5009-03-2010
David Christopher BurkeMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC05-26-2020
Jeremy Lee RamseyMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC01-07-2019
John Robinson PaytonMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC06-16-2017
Patrick K McNamaraMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Personal and Workplace Advisors05-12-2020
Erin Mackenzie RagsdaleMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Personal and Workplace Advisors10-14-2019
Marc GallensteinMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Personal and Workplace Advisors07-15-2019
Richard Kendrick StockdaleMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Personal and Workplace Advisors04-18-2019
ANTONELLA BarreroMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Personal and Workplace Advisors08-14-2018
David Frederick PatmannMerrill Lynch, Pierce, Fenner & Smith IncorporatedFifth Third Securities, Inc.06-01-2017
Conor Joseph FlanaganMerrill Lynch, Pierce, Fenner & Smith IncorporatedFifth Third Securities, Inc.04-27-2015
Ryan David SmithMerrill Lynch, Pierce, Fenner & Smith IncorporatedFifth Third Securities, Inc.11-26-2012
Anthoula A PoleondakisMerrill Lynch, Pierce, Fenner & Smith IncorporatedFirst Independent Financial Services, Inc.09-10-2010
Alexandra Justine LivadasMerrill Lynch, Pierce, Fenner & Smith IncorporatedForesters Financial Services, Inc.12-08-2015
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Showing 1 to 25 of 120 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.