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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
Scott HusnickAmeriprise FinancialRaymond James$14311-06-2015
John CrookProspera Financial ServicesRaymond James$8508-05-2015
Joel PalatnikLPL FinancialRaymond James$16508-03-2015
Jeremy Strickler, Robin ErnstWells Fargo AdvisorsRaymond James$13905-04-2015
Tom Weissenburger, David OlberdingLPL FinancialRaymond James$22004-30-2015
D. Paterson CopeProspera Financial ServicesRaymond James$6004-17-2015
Jay HiggenbothamBank of America Merrill LynchRaymond James$22511-06-2014
Mitchell R. McCannAmeriprise FinancialRaymond James$10711-03-2014
Steven JacobsonAmeriprise FinancialRaymond James$12409-05-2014
Richard "Dick" McGalliard, John McHale, Ryan Stewart, Robert ChaninStifel Nicolaus & Co.Raymond James$49006-17-2014
Scott PyleProspera Financial ServicesRaymond James$10011-06-2013
Matthew H. FullerGirard SecuritiesRaymond James$10511-04-2013
Gary Englund, Steve OvertonMorgan Stanley Wealth ManagementRaymond James$10009-12-2013
Stanley CrisciRBC Wealth ManagementRaymond James$14009-03-2013
Frank Marano, Donald MaranoMorgan Stanley Wealth ManagementRaymond James$10008-22-2013
Christine FranksAmeriprise FinancialRaymond James$8106-28-2013
Sean M. MirandaHilliard LyonsRaymond James$10005-01-2013
Steven J. SmithHilliard LyonsRaymond James$10005-01-2013
Cynthia M. Boyle, D. Jordan Josey, John N. BoyleWells Fargo AdvisorsRaymond James$12502-15-2013
Cheryl YoungMorgan Stanley Wealth ManagementRaymond James$22110-26-2012
Ty Bernicke, Barry BernickeTriad AdvisorsRaymond James$25010-15-2012
Susan Pearlman, Gregory KennedySummit Brokerage ServicesRaymond James$6007-20-2012
Matthew FranklinSecurities Service NetworkRaymond James$5606-05-2012
Jason L. SteeleProspera Financial ServicesRaymond James$7505-24-2012
Paul Klehr, Josh QuailStifel Nicolaus & Co.Raymond James$5505-23-2012
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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.