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
James L CombsRaymond James Financial Services, Inc.Edward Jones03-05-2020
Ronald James RadnerRaymond James Financial Services, Inc.Edward Jones03-29-2019
Nicholas J HughesRaymond James Financial Services, Inc.Edward Jones11-14-2018
Omar NassarRaymond James Financial Services, Inc.Edward Jones04-12-2018
John Daniel McCoolRaymond James Financial Services, Inc.Edward Jones03-26-2018
Jamel GordonRaymond James Financial Services, Inc.Edward Jones$1003-02-2018
Gregory Michael SmithRaymond James Financial Services, Inc.Edward Jones$5001-05-2018
Kelsey Jordan LairdRaymond James Financial Services, Inc.Edward Jones04-25-2016
Frederick A. Lambert IIRaymond James Financial Services, Inc.Edward Jones$2507-27-2015
Arthur Earl Mccormick Jr.Raymond James Financial Services, Inc.Edward Jones$2505-15-2014
Mario Joseph PayneRaymond James Financial Services, Inc.Edward Jones$5005-03-2013
Walter C. BohannonRaymond James Financial Services, Inc.Edward Jones$1007-13-2011
Lawrence Lewis MorseRaymond James Financial Services, Inc.Edward Jones$2502-17-2011
Jessica Anne ThompsonRaymond James Financial Services, Inc.Edward Jones$1002-01-2011
Kris D. GallowayRaymond James Financial Services, Inc.Edward Jones08-24-2010
Michael John FarneRaymond James Financial Services, Inc.Edward Jones$2507-30-2010
Frank John SposatoRaymond James Financial Services, Inc.Edward Jones$5004-16-2010

Showing 1 to 17 of 17 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.