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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Daniel SuhRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated09-30-2020
Ionut GusuRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated09-30-2020
Joseph Gerald OffermanRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$15009-25-2020
Keith DudleyRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$15009-18-2020
Matthew John BalteraRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated08-04-2020
Kristen RagusinRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$14007-09-2020
Eric Hobin Jiles Robinson Antonio Sordillo Jason Whittier Raymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$37507-09-2020
Kristen RagusinRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$14007-09-2020
Eric Hobin Jiles Robinson Antonio Sordillo Jason Whittier Raymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$37507-09-2020
Kristen Anne RagusinRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated07-09-2020
Jiles Leslie Robinson IIIRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5007-09-2020
Eric Michael HobinRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$14407-09-2020
Antonio Giuseppe SordilloRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$15007-09-2020
Jason WhittierRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated07-09-2020
Joshua Scott FranklinRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated07-09-2020
John Cleary Renee RossiRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$10806-04-2020
Renee Michele RossiRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated06-04-2020
John Albert Cleary JrRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated06-04-2020
Joseph Russell AndersonRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$15005-28-2020
Matthew A LymanRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated05-28-2020
Michael Ancel BrownRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated05-28-2020
Katherine Leslie GrossRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5005-28-2020
Timothy James GrossRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5005-28-2020
Jeffrey Lewis SmithRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated05-28-2020
Heather MARIE BolsterRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated05-28-2020
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Showing 1 to 25 of 271 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.