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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Adam David OstermanJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated06-01-2016
Adriana DemianewJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$25007-18-2019
Alexis BelloJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated10-10-2018
Alfonso H. PlazasJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated10-06-2015
Andre Keith WilliamsJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated11-05-2013
Andrew Whitacre SmithJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated01-21-2015
Anna Marie DucheneJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated02-26-2018
Anthony Michael RinellaJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated11-16-2017
Antonio J. MackeyJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated02-26-2018
Ashlie Lyn KennedyJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated11-04-2015
Blake Faulkner CallahanJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated05-15-2013
Brandon T WhaleyJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated10-02-2019
Brian Phillip BerahaJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated07-03-2013
Caleb S. ChapmanJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated12-03-2015
Cassandra Moore RinehartJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$15004-11-2017
Catherine T. FisherJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$10012-28-2012
Christopher Howard AndrewsJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$50007-19-2019
Daniel Adam WeaverJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated08-02-2019
Daniel Castro AstralagaJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated05-08-2018
Daniel James SuttonJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$10010-14-2013
Daniel VenturaJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$10010-01-2012
David A. FreckletonJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated04-12-2016
David J LutherJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$50007-19-2019
Eddie Joseph Reid Jr.J.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated10-19-2017
Elsa Yuliana BittarJ.P. Morgan Securities LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$10006-15-2017
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Showing 1 to 25 of 69 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.

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