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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Latest moves

Results filtered by


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Evan Jeremy MayerRaymond James Financial Services, Inc.Suntrust Advisory Services, Inc.$15008-09-2019
Fabrizio Gerardo SanchezSynovus Securities, Inc.LPL Financial LLC$5008-08-2019
Jeffrey Gene GlynnCambridge Investment Research, Inc.First Command Advisory Services08-01-2019
Gregory Benjamin StreitmanSunTrust Investment Services, Inc.Wells Fargo Clearing Services, LLC07-31-2019
Diana Patricia BarreraMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC07-30-2019
Jeffrey Scott MerkowInvestment Philosopher, LLCJarred Bunch Consulting, LLC07-29-2019
Roger Allan Immell IICalton & Associates, Inc.Capital Financial Services, Inc.07-26-2019
Kirk Leslie DomkeCalton & Associates, Inc.Capital Financial Services, Inc.07-26-2019
Frank James WisdoMoney Concepts Capital CorpSecurian Financial Services, Inc.07-26-2019
Todd Daniel SchoberRaymond James & Associates, Inc.Morgan Stanley07-25-2019
Joshua Allen DoubekJ.P. Morgan Securities LLCVALIC Financial Advisors, Inc.07-25-2019
Ron Yosef Eisner1818 Private Client Group, LLCLeumi Investment Services Inc.07-25-2019
Joseph Michael FlorioIFP Securities, LLCLincoln Financial Advisors Corporation07-24-2019
Eugene BialczakWoodbury Financial Services, Inc.Royal Alliance Associates, Inc.07-23-2019
Paulo JardimDeutsche Bank Securities Inc.HSBC Securities (USA) Inc.07-23-2019
Eduardo Ariel GonzalezMerrill Lynch, Pierce, Fenner & Smith IncorporatedCreative Planning, Inc.07-23-2019
Neil William GrossmanCraft Capital Management LLCRichfield Orion International, Inc.07-22-2019
Christopher Howard AndrewsJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated07-19-2019
Michael Saverio LongoSagePoint Financial, Inc.Capital Financial Services, Inc.07-19-2019
Gene SteinbergMorgan StanleyT. Rowe Price Investment Services, Inc.07-19-2019
Greg William HarmonEdward JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated07-19-2019
Manuel Jeremy RoseMorgan StanleyMerrill Lynch, Pierce, Fenner & Smith Incorporated07-19-2019
David J LutherJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated07-19-2019
Gary Steven Costello IIOppenheimer & Co. Inc.Morgan Stanley07-19-2019
Adriana DemianewJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated07-18-2019
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Showing 1 to 25 of 8,305 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


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