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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Matthew R. EllisSunTrust Investment Services, Inc.Wells Fargo Clearing Services, LLC05-22-2019
Matthew R. EllisSunTrust Investment Services, Inc.Wells Fargo Clearing Services, LLC05-22-2019
Zachary T. AverySunTrust Investment Services, Inc.Wells Fargo Clearing Services, LLC05-07-2019
Brian David BradberrySunTrust Investment Services, Inc.Morgan Stanley05-01-2019
Kristen Brooke PerdisattSunTrust Investment Services, Inc.Fifth Third Securities, Inc.04-08-2019
Aida I VelazquezSunTrust Investment Services, Inc.Morgan Stanley03-29-2019
Frank Christopher SardoSunTrust Investment Services, Inc.Edward Jones$15003-28-2019
Matthew Robert MurphySunTrust Investment Services, Inc.Cetera Investment Advisers LLC03-08-2019
Yanette SullivanSunTrust Investment Services, Inc.J.P. Morgan Securities LLC03-06-2019
Julian Esteven OssaSunTrust Investment Services, Inc.T. Rowe Price Investment Services, Inc.03-05-2019
Jeffrey Matthew PattenSunTrust Investment Services, Inc.BMO Harris Financial Advisors, Inc.02-28-2019
Elizabeth Lee Rabbitt-StephenSunTrust Investment Services, Inc.Commonwealth Financial Network$102-27-2019
Darius Darrell HarrisonSunTrust Investment Services, Inc.TD Ameritrade Investment Management, LLC02-26-2019
Olivia R MarksSunTrust Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated01-18-2019
Laura Daly RyanSunTrust Investment Services, Inc.J.P. Morgan Securities LLC$101-11-2019
Linda Moody SwainSunTrust Investment Services, Inc.Edward Jones12-10-2018
Joseph Edward JarrettSunTrust Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated12-04-2018
Bradford Clayton EllisSunTrust Investment Services, Inc.Edward Jones11-07-2018
Marlin Jacobie McnairSunTrust Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$111-06-2018
Rachel Hill AshmanSunTrust Investment Services, Inc.Pruco Securities, LLC.11-02-2018
Ermelinta CapozziSunTrust Investment Services, Inc.PFS Investments Inc.10-30-2018
George Wells Boss Jr.SunTrust Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5010-05-2018
Michael David SinnottSunTrust Investment Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5010-05-2018
Patrick LongSunTrust Investment Services, Inc.Wells Fargo Clearing Services, LLC$17809-28-2018
Walter Armstrong Kennedy IVSunTrust Investment Services, Inc.Wells Fargo Clearing Services, LLC$2509-28-2018
Next Page »

Showing 1 to 25 of 908 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.

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