Advisers on the Move TEST

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
Pedro GomezMerrill Lynch, Pierce, Fenner & Smith IncorporatedA.G.P / Alliance Global Partners10-14-2013
Parag Mahesh AdhyaruMerrill Lynch, Pierce, Fenner & Smith IncorporatedAdhyaru Asset Management, LLC10-03-2016
John Everette StreetMerrill Lynch, Pierce, Fenner & Smith IncorporatedADP Broker-Dealer, Inc.$2508-10-2011
Kim S DixonMerrill Lynch, Pierce, Fenner & Smith IncorporatedAllen, Mooney & Barnes Brokerage Services, LLC$2509-04-2015
Stefan Giacomo MangoneMerrill Lynch, Pierce, Fenner & Smith IncorporatedAllianceBernstein L.P.03-10-2016
Marc R. AngleMerrill Lynch, Pierce, Fenner & Smith IncorporatedAllianceBernstein L.P.01-29-2013
Alberto Fernando CosioMerrill Lynch, Pierce, Fenner & Smith IncorporatedAllianceBernstein L.P.$1008-10-2009
Gerry Lee SmithMerrill Lynch, Pierce, Fenner & Smith IncorporatedAllstate Financial Services, LLC11-06-2015
Christopher G. WentworthMerrill Lynch, Pierce, Fenner & Smith IncorporatedAllstate Financial Services, LLC08-07-2015
Arthur Paul ColamarinoMerrill Lynch, Pierce, Fenner & Smith IncorporatedAlpern Wealth Management, LLC$1004-28-2016
Thomas P. HalloranMerrill Lynch, Pierce, Fenner & Smith IncorporatedAmerican Funds Distributors, Inc.$5004-29-2015
Sharon Rayna ShearMerrill Lynch, Pierce, Fenner & Smith IncorporatedAmeriprise Financial Services, LLC01-28-2020
Sara Mary PriceMerrill Lynch, Pierce, Fenner & Smith IncorporatedAmeriprise Financial Services, LLC11-06-2019
Rose JoyceMerrill Lynch, Pierce, Fenner & Smith IncorporatedAmeriprise Financial Services, LLC10-31-2019
Matthew Michael BarnettMerrill Lynch, Pierce, Fenner & Smith IncorporatedAmeriprise Financial Services, LLC11-21-2017
James E DankoMerrill Lynch, Pierce, Fenner & Smith IncorporatedAmeriprise Financial Services, LLC$10003-08-2017
Thomas Anthony BucholtzMerrill Lynch, Pierce, Fenner & Smith IncorporatedAmeriprise Financial Services, LLC10-14-2016
Mylene Suazo BarcelonaMerrill Lynch, Pierce, Fenner & Smith IncorporatedAmeriprise Financial Services, LLC07-31-2015
Sharon L AustinMerrill Lynch, Pierce, Fenner & Smith IncorporatedAmeriprise Financial Services, LLC04-24-2015
Joshua Israel BerdetMerrill Lynch, Pierce, Fenner & Smith IncorporatedAmeriprise Financial Services, LLC04-01-2015
Alexander A. VillacampaMerrill Lynch, Pierce, Fenner & Smith IncorporatedAmeriprise Financial Services, LLC02-26-2015
Mason Scott MishconMerrill Lynch, Pierce, Fenner & Smith IncorporatedAmeriprise Financial Services, LLC$2505-21-2010
Jordan TompkinsMerrill Lynch, Pierce, Fenner & Smith IncorporatedAmeritas Investment Company, LLC08-12-2016
Victor Andres CasadoMerrill Lynch, Pierce, Fenner & Smith IncorporatedAmeriwealth Advisors Corp.07-08-2016
Mariette Darline DaytonMerrill Lynch, Pierce, Fenner & Smith IncorporatedAPW Capital, Inc.12-07-2015
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Showing 1 to 25 of 1,062 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.