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)

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Recruiting Losses

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Net Losses

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Christopher J CacciarelliMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley08-28-2020
Virgil Hall JrMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC06-11-2020
Richard Blake BriscoeMerrill Lynch, Pierce, Fenner & Smith IncorporatedKavar Capital Partners, LLC01-07-2020
Robert Ty WebsterMerrill Lynch, Pierce, Fenner & Smith IncorporatedTD Ameritrade, Inc.01-06-2020
Brian Ray HookMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC12-04-2019
Logan Shane GrayMerrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James Financial Services, Inc.10-11-2019
Jack Joseph CantalinMerrill Lynch, Pierce, Fenner & Smith IncorporatedTD Ameritrade, Inc.06-14-2019
Edward Lawrence InchiostroMerrill Lynch, Pierce, Fenner & Smith IncorporatedCetera Investment Services LLC$15005-28-2019
Tyler A WattsMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones03-21-2019
Matthew Oren SpecterMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones03-11-2019
Brian PielMerrill Lynch, Pierce, Fenner & Smith IncorporatedCountry Capital Management Company01-18-2019
Laura Jeanne BoedgesMerrill Lynch, Pierce, Fenner & Smith IncorporatedHighTower Securities, LLC01-17-2019
Alexander Leo JohnsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones12-15-2018
Ann Elizabeth MurrayMerrill Lynch, Pierce, Fenner & Smith IncorporatedMML Investors Services, LLC09-17-2018
Lacey Anne DiekmannMerrill Lynch, Pierce, Fenner & Smith IncorporatedCrown Capital Securities, L.P.08-30-2018
Matthew EhrenreichMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones08-23-2018
Bradley Louis BoessenMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley07-21-2018
Terri Ann CopelandMerrill Lynch, Pierce, Fenner & Smith IncorporatedCetera Financial Specialists LLC$2507-13-2018
Joseph Edward EichackerMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones04-13-2018
Sean McGoogan MurphyMerrill Lynch, Pierce, Fenner & Smith IncorporatedThe O.N. Equity Sales Company04-05-2018
Angelea M HackstadtMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley02-20-2018
Kevin David ZimmermannMerrill Lynch, Pierce, Fenner & Smith IncorporatedBOK Financial Securities, Inc.11-06-2017
Robert Anthony SchaferMerrill Lynch, Pierce, Fenner & Smith IncorporatedStifel, Nicolaus & Company, Incorporated09-19-2017
Corey GoldsteinMerrill Lynch, Pierce, Fenner & Smith IncorporatedSeverin Investments LLC06-27-2017
Tara Ann PughMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley05-24-2017
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Showing 1 to 25 of 58 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.