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)

Recruiting Gains

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Recruiting Losses

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Net Gains

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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
Jason Ross GenoveseMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC01-11-2019
Matthew SmolkoMerrill Lynch, Pierce, Fenner & Smith IncorporatedSantander Securities LLC01-11-2019
Gregory T WarrenMerrill Lynch, Pierce, Fenner & Smith IncorporatedSecurian Financial Services, Inc.01-11-2019
Divia E CorreaMerrill Lynch, Pierce, Fenner & Smith IncorporatedAllstate Financial Services, LLC01-10-2019
Ali Akbar HastaMerrill Lynch, Pierce, Fenner & Smith IncorporatedTD Ameritrade, Inc.01-10-2019
Vanessa Renee FaisonMerrill Lynch, Pierce, Fenner & Smith IncorporatedTIAA-CREF Individual & Institutional Services, LLC01-10-2019
Kyle B CarneyMerrill Lynch, Pierce, Fenner & Smith IncorporatedJohn Hancock Personal Financial Services, LLC01-08-2019
Fan FengMerrill Lynch, Pierce, Fenner & Smith IncorporatedCitizens Securities, Inc.01-08-2019
Samantha L SomersMerrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James Financial Services, Inc.01-07-2019
Eric Brady LubinMerrill Lynch, Pierce, Fenner & Smith IncorporatedEquitable Advisors, LLC01-07-2019
Thomas StrackhouseMerrill Lynch, Pierce, Fenner & Smith IncorporatedEquitable Advisors, LLC01-07-2019
Jeremy Lee RamseyMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC01-07-2019
Donavyn Allan HardyMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC01-04-2019
William M MeyerMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC$15001-02-2019
Marc Stryk KrimenMerrill Lynch, Pierce, Fenner & Smith IncorporatedLeumi Investment Services Inc.01-02-2019
Joseph Frederick RambowMerrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James & Associates, Inc.01-02-2019
Roberto Rabassa JrMerrill Lynch, Pierce, Fenner & Smith IncorporatedKey Investment Services LLC01-02-2019
Erasmo RADHAMES SosaMerrill Lynch, Pierce, Fenner & Smith IncorporatedJ.P. Morgan Securities LLC01-02-2019
Damon CouchMerrill Lynch, Pierce, Fenner & Smith IncorporatedU.S. Bancorp Investments, Inc.12-26-2018
Robert Alan PlowmanMerrill Lynch, Pierce, Fenner & Smith IncorporatedTransamerica Financial Advisors, Inc12-24-2018
David AmbartsumianMerrill Lynch, Pierce, Fenner & Smith IncorporatedMutual of Omaha Investor Services, Inc.12-24-2018
Nicholas Daniel AlbertiniMerrill Lynch, Pierce, Fenner & Smith IncorporatedAmeriprise Financial Services, LLC12-20-2018
Andrew Huston McguireMerrill Lynch, Pierce, Fenner & Smith IncorporatedPlante Moran Financial Advisors12-20-2018
Geoffrey Adam FlandersMerrill Lynch, Pierce, Fenner & Smith IncorporatedT. Rowe Price Investment Services, Inc.12-19-2018
Andrew John CapecciMerrill Lynch, Pierce, Fenner & Smith IncorporatedMorgan Stanley12-19-2018
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Showing 1 to 25 of 139 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.