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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Richard Tillman Fountain IVMerrill Lynch, Pierce, Fenner & Smith IncorporatedCarolinas Investment Consulting LLC02-13-2019
Andrew John CapecciMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley12-19-2018
Hunter Alexander PattersonMerrill Lynch, Pierce, Fenner & Smith IncorporatedE*TRADE Securities LLC09-28-2018
Cigi HollingsworthMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones06-21-2018
Brian A CarrilloMerrill Lynch, Pierce, Fenner & Smith IncorporatedCharles Schwab & Co., Inc.05-18-2018
Michael Uche Amadi Jr.Merrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC04-17-2018
Alexander Reece StarnesMerrill Lynch, Pierce, Fenner & Smith IncorporatedWaddell & Reed03-29-2018
Inna CollinsMerrill Lynch, Pierce, Fenner & Smith IncorporatedVanguard Marketing Corporation01-23-2018
Wendolyn Lea ForbesMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC10-27-2017
Robert Kirk NorthMerrill Lynch, Pierce, Fenner & Smith IncorporatedLincoln Financial Distributors, Inc.10-26-2017
Jason MaMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC10-19-2017
Ryan Ronald MccoyMerrill Lynch, Pierce, Fenner & Smith IncorporatedJanus Distributors LLC10-05-2017
Brandon Edouard CousancaMerrill Lynch, Pierce, Fenner & Smith IncorporatedKestra Investment Services, LLC10-04-2017
Stephen Mark FuscoMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones10-04-2017
Ilce M PalizaMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments09-22-2017
Kristen Joy SmithMerrill Lynch, Pierce, Fenner & Smith IncorporatedLPL Financial LLC09-18-2017
Sean Wade LutkeMerrill Lynch, Pierce, Fenner & Smith IncorporatedCrown Capital Securities, L.P.08-22-2017
John Paul Shea SullivanMerrill Lynch, Pierce, Fenner & Smith IncorporatedTIAA-CREF Individual & Institutional Services, LLC08-21-2017
Charles Jeffrey HillMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones08-17-2017
Metin Behzat KurkcuMerrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James Financial Services, Inc.$10008-11-2017
Lawrence Schuman MakepeaceMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC07-28-2017
Matthew Chapman RandolMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley06-15-2017
Charles Patrick LynchMerrill Lynch, Pierce, Fenner & Smith IncorporatedPNC Investments$5005-26-2017
Prince Antoinio BryantMerrill Lynch, Pierce, Fenner & Smith IncorporatedMetLife Securities Inc.04-20-2017
Ryan Thomas BezekMerrill Lynch, Pierce, Fenner & Smith IncorporatedSterling Capital Distributors, LLC03-28-2017
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Showing 1 to 25 of 175 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.


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