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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Recruiting Scoreboard (Q4 2020)

Recruiting Gains

Firm Total Moves

See all firms ranked by total gains

Recruiting Losses

Firm Total Moves

See all firms ranked by total losses

Net Gains

Firm Total Moves

See all firms ranked by total gains

Net Losses

Firm Total Moves

See all firms ranked by total losses

Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jasmine L HarrisMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones09-02-2020
Matthew B MaloneMerrill Lynch, Pierce, Fenner & Smith IncorporatedTIAA-CREF Individual & Institutional Services, LLC08-26-2020
Melissa Diane ClemensMerrill Lynch, Pierce, Fenner & Smith IncorporatedCary Street Partners$5006-12-2020
Lauren Marie BainMerrill Lynch, Pierce, Fenner & Smith IncorporatedState Farm VP Management Corp.04-22-2020
Charles Mathison Tyndal IIIMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley03-03-2020
Wesley Robert BrownMerrill Lynch, Pierce, Fenner & Smith IncorporatedU.S. Bancorp Investments, Inc.02-19-2020
Thomas K AtkinsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.01-02-2020
Dion Thomas ThomidisMerrill Lynch, Pierce, Fenner & Smith IncorporatedBB&T Securities, LLC11-25-2019
Gerald Joseph Bonner JrMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.11-08-2019
Bobby Jacob TallentMerrill Lynch, Pierce, Fenner & Smith IncorporatedCharles Schwab & Co., Inc.11-05-2019
Thomas Tucker DunbarMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC$5010-31-2019
Andrew VellaMerrill Lynch, Pierce, Fenner & Smith IncorporatedU.S. Bancorp Investments, Inc.10-16-2019
Matthew Allan PotterMerrill Lynch, Pierce, Fenner & Smith IncorporatedNorthwestern Mutual Investment Services, LLC10-01-2019
Todd A McCameyMerrill Lynch, Pierce, Fenner & Smith IncorporatedAmeriprise Financial Services, LLC08-01-2019
Eilier TeruelMerrill Lynch, Pierce, Fenner & Smith IncorporatedEquitable Advisors, LLC07-29-2019
Brian Ray DunstonMerrill Lynch, Pierce, Fenner & Smith IncorporatedFifth Third Securities, Inc.06-21-2019
Eric Scott SolowayMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Advisory Services, Inc.05-09-2019
Danielle Lynne CoryerMerrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James Financial Services, Inc.02-14-2019
Daniel B GreavesMerrill Lynch, Pierce, Fenner & Smith IncorporatedCitizens Securities, Inc.09-20-2018
Tara Dempsey CarlsonMerrill Lynch, Pierce, Fenner & Smith IncorporatedWaddell & Associates, LLC$50009-10-2018
Bryan James KagariseMerrill Lynch, Pierce, Fenner & Smith IncorporatedSunTrust Investment Services, Inc.09-10-2018
Heather BarbourMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC09-04-2018
David Evans MooreMerrill Lynch, Pierce, Fenner & Smith IncorporatedLPL Financial LLC$2508-10-2018
Shane Allen CaldwellMerrill Lynch, Pierce, Fenner & Smith IncorporatedCetera Advisor Networks LLC$15007-30-2018
Walter JuarezMerrill Lynch, Pierce, Fenner & Smith IncorporatedCountry Capital Management Company07-09-2018
Next Page »

Showing 1 to 25 of 56 entries

Page 1 | 2 | 3

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.