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.

Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Qlirim DautiRaymond James & Associates, Inc.Edward Jones06-14-2019
Jordan A. DicksonRaymond James & Associates, Inc.Edward Jones01-08-2019
Leah Dawn SchwarzRaymond James & Associates, Inc.Edward Jones09-07-2018
Marcus Lee CrewsRaymond James & Associates, Inc.Edward Jones07-17-2018
Karl D. RohrbaughRaymond James & Associates, Inc.Edward Jones$2502-02-2018
June Denise HerrellRaymond James & Associates, Inc.Edward Jones$5007-28-2017
Stephen Charles PlattRaymond James & Associates, Inc.Edward Jones11-22-2016
John Mark FleckRaymond James & Associates, Inc.Edward Jones$13910-28-2016
Wallace D WilliamsRaymond James & Associates, Inc.Edward Jones$2509-09-2016
Christopher C. StokesRaymond James & Associates, Inc.Edward Jones09-02-2016
John Alan DufekRaymond James & Associates, Inc.Edward Jones$15005-13-2016
Christopher Michael MellonRaymond James & Associates, Inc.Edward Jones04-19-2016
Kurt H. KlingenbergRaymond James & Associates, Inc.Edward Jones$10003-24-2016
James Earl Groves IIIRaymond James & Associates, Inc.Edward Jones$2511-02-2015
Todd Randall HansenRaymond James & Associates, Inc.Edward Jones$5007-31-2015
Brandon Lee ChaseRaymond James & Associates, Inc.Edward Jones$5007-10-2015
Dax A. SealeRaymond James & Associates, Inc.Edward Jones$1007-09-2015
Amber Koop SealeRaymond James & Associates, Inc.Edward Jones07-09-2015
Caroline Maclean SinclairRaymond James & Associates, Inc.Edward Jones12-05-2014
Edward Ryan BuechtingRaymond James & Associates, Inc.Edward Jones08-08-2014
Shane R. BrownRaymond James & Associates, Inc.Edward Jones$2505-16-2014
David Wayne Rider Jr.Raymond James & Associates, Inc.Edward Jones10-21-2013
John LarsenRaymond James & Associates, Inc.Edward Jones10-11-2013
James WennlundRaymond James & Associates, Inc.Edward Jones$1008-30-2013
Christopher John WillererRaymond James & Associates, Inc.Edward Jones$5001-18-2013
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Showing 1 to 25 of 33 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.

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