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Advisers on the Move

Track the latest teams of advisers and brokers who are changing firms and view recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

For production and additional details, click on adviser(s) name for full profile.

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jay HiggenbothamBank of America Merrill LynchRaymond James$22511-19-2014
Steven JacobsonAmeriprise FinancialRaymond James$12409-09-2014
Richard "Dick" McGalliard, John McHale, Ryan Stewart, Robert ChaninStifel Nicolaus & Co.Raymond James$49006-20-2014
Scott PyleProspera Financial ServicesRaymond James$10011-15-2013
Matthew H. FullerGirard SecuritiesRaymond James$10511-06-2013
Frank Marano, Donald MaranoMorgan Stanley Wealth ManagementRaymond James$10010-01-2013
Gary Englund, Steve OvertonMorgan Stanley Wealth ManagementRaymond James$10009-20-2013
Stanley CrisciRBC Wealth ManagementRaymond James$14009-13-2013
Christine FranksAmeriprise FinancialRaymond James$8107-26-2013
Sean M. MirandaHilliard LyonsRaymond James$10005-02-2013
Steven J. SmithHilliard LyonsRaymond James$10005-02-2013
Cynthia M. Boyle, D. Jordan Josey, John N. BoyleWells Fargo AdvisorsRaymond James$12503-15-2013
Cheryl YoungMorgan Stanley Wealth ManagementRaymond James$22110-31-2012
Susan Pearlman, Gregory KennedySummit Brokerage ServicesRaymond James$6010-30-2012
Ty Bernicke, Barry BernickeTriad AdvisorsRaymond James$25010-22-2012
Jason L. SteeleProspera Financial ServicesRaymond James$7508-02-2012
Tom ShoupMorgan Stanley Wealth ManagementRaymond James$30007-17-2012
Paul Klehr, Josh QuailStifel Nicolaus & Co.Raymond James$5507-10-2012
Matthew FranklinSecurities Service NetworkRaymond James$5606-08-2012
Don C. Reynolds IIRBC Wealth ManagementRaymond James$10005-17-2012
Dan DijakAmeriprise FinancialRaymond James$8103-22-2012
Randy KeethWells Fargo AdvisorsRaymond James$20003-02-2012
Jim Weil, Craig Richart, Jeff Toner,, Steve MerdingerPershingRaymond James$55010-06-2011
Ian JamesSummit Brokerage ServicesRaymond James$6510-03-2011
Mike PiershaleTriad AdvisorsRaymond James$15005-06-2011
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Disclaimer: The moves in this database come from a number of sources: InvestmentNews and other media reports, press releases, and direct submissions that have been reviewed by InvestmentNews. Any corrections, updates or clarifications should be e-mailed directly to the IN staff.