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

Firm Total Moves

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Recruiting Losses

Firm Total Moves

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Net Gains

Firm Total Moves

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Net Losses

Firm Total Moves

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Latest moves

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Piero A VelasquezBolton Global CapitalMerrill Lynch, Pierce, Fenner & Smith Incorporated07-10-2018
Ricardo QuirosBolton Global CapitalMerrill Lynch, Pierce, Fenner & Smith Incorporated$22004-23-2018
Jose L GarciaBolton Global CapitalMerrill Lynch, Pierce, Fenner & Smith Incorporated06-08-2017
Euclides MorenoBolton Global CapitalMerrill Lynch, Pierce, Fenner & Smith Incorporated$65005-02-2017
Euclides Rafael MorenoBolton Global CapitalMerrill Lynch, Pierce, Fenner & Smith Incorporated05-02-2017
Christian FelixBolton Global CapitalMerrill Lynch, Pierce, Fenner & Smith Incorporated12-19-2016
Christian FelixBolton Global CapitalMerrill Lynch, Pierce, Fenner & Smith Incorporated$12012-09-2016
Oscar Enrique GuevaraBolton Global CapitalMerrill Lynch, Pierce, Fenner & Smith Incorporated07-22-2016
Oscar GuevaraBolton Global CapitalMerrill Lynch, Pierce, Fenner & Smith Incorporated$8007-18-2016
Tanya DuarteBolton Global CapitalMerrill Lynch, Pierce, Fenner & Smith Incorporated06-28-2016
Archibaldo VasquezBolton Global CapitalMerrill Lynch, Pierce, Fenner & Smith Incorporated06-28-2016
Tanya Duarte Archibaldo VasquezBolton Global CapitalMerrill Lynch, Pierce, Fenner & Smith Incorporated$22506-20-2016
Felipe BallestasBolton Global CapitalMerrill Lynch, Pierce, Fenner & Smith Incorporated$17506-18-2016
Felipe Antonio BallestasBolton Global CapitalMerrill Lynch, Pierce, Fenner & Smith Incorporated06-16-2016
Alex Alberto AstudilloBolton Global CapitalMerrill Lynch, Pierce, Fenner & Smith Incorporated06-06-2016
Alex AstudilloBolton Global CapitalMerrill Lynch, Pierce, Fenner & Smith Incorporated$17305-31-2016
Edilberto MorenoBolton Global CapitalMerrill Lynch, Pierce, Fenner & Smith Incorporated05-04-2016
Soraya Batista-GarciaBolton Global CapitalMerrill Lynch, Pierce, Fenner & Smith Incorporated05-03-2016
Edilberto Moreno Soraya Batista-GarciaBolton Global CapitalMerrill Lynch, Pierce, Fenner & Smith Incorporated$16005-02-2016
Edward Guy RobsonBolton Global CapitalMerrill Lynch, Pierce, Fenner & Smith Incorporated02-03-2016
Eduardo Robson Daniel AymerichBolton Global CapitalMerrill Lynch, Pierce, Fenner & Smith Incorporated$18002-01-2016
Daniel Steven AymerichBolton Global CapitalMerrill Lynch, Pierce, Fenner & Smith Incorporated$5002-01-2016
Graciela Perez Jorge PerezBolton Global CapitalMerrill Lynch, Pierce, Fenner & Smith Incorporated$27011-10-2015
Graciela Maria PerezBolton Global CapitalMerrill Lynch, Pierce, Fenner & Smith Incorporated$2511-10-2015
Jorge A PerezBolton Global CapitalMerrill Lynch, Pierce, Fenner & Smith Incorporated11-10-2015
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Showing 1 to 25 of 26 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.