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.

Recruiting Scoreboard (Q4 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
Jeffrey Glen RushMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley06-14-2019
Wilbert DominguezMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC06-14-2019
JORGE DANIEL CHAVEZ JrMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC05-29-2019
Nicole BilottoMerrill Lynch, Pierce, Fenner & Smith IncorporatedMontcalm TCR LLC05-22-2019
Alexa Marie BridgeMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley05-17-2019
Anto Armani ShakelianMerrill Lynch, Pierce, Fenner & Smith IncorporatedInfinex Investments, Inc.05-13-2019
Jaqueline BernalMerrill Lynch, Pierce, Fenner & Smith IncorporatedMML Investors Services, LLC05-13-2019
Hans-Christian JohnsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC05-03-2019
Gabriella Martinez De MurgaMerrill Lynch, Pierce, Fenner & Smith IncorporatedUnionBanc Investment Services, LLC05-02-2019
Chelsea Victoria SmithMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC05-02-2019
Kathleen D ToschiMerrill Lynch, Pierce, Fenner & Smith IncorporatedMotif04-30-2019
Joshua WilsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones04-15-2019
Dave Arjun MalhotraMerrill Lynch, Pierce, Fenner & Smith IncorporatedU.S. Bancorp Investments, Inc.04-15-2019
Christian Israel WhiteheadMerrill Lynch, Pierce, Fenner & Smith IncorporatedMML Investors Services, LLC04-12-2019
James LanderosMerrill Lynch, Pierce, Fenner & Smith IncorporatedUnionBanc Investment Services, LLC04-10-2019
Joseph Arnold Vignoni JrMerrill Lynch, Pierce, Fenner & Smith IncorporatedU.S. Bancorp Investments, Inc.04-05-2019
Nathan WardlawMerrill Lynch, Pierce, Fenner & Smith IncorporatedHilltop Securities Inc.04-03-2019
Renee McLeodMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley04-01-2019
Michael John SchererMerrill Lynch, Pierce, Fenner & Smith IncorporatedCitigroup Global Markets Inc.03-25-2019
Manuel Grant ManzaneraMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC03-22-2019
Christopher Patrick Long-CallahanMerrill Lynch, Pierce, Fenner & Smith IncorporatedForesters Financial Services, Inc.03-21-2019
Trang Hong TranMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC03-21-2019
Eric Martin CoresselMerrill Lynch, Pierce, Fenner & Smith IncorporatedSecurian Financial Services, Inc.03-19-2019
Scott Alan StevensMerrill Lynch, Pierce, Fenner & Smith IncorporatedKestra Investment Services, LLC03-18-2019
Hector M Gonzalez JrMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC03-05-2019
Next Page »

Showing 1 to 25 of 83 entries

Page 1 | 2 | 3 | 4

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.