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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Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Frederick Warren Wagner Jr.Raymond James & Associates, Inc.Morgan Stanley$5002-11-2020
Matthew John FisherRaymond James & Associates, Inc.Morgan Stanley$10006-11-2019
Louise Agnes ClausoRaymond James & Associates, Inc.Morgan Stanley$15006-11-2019
Matthew T PruittRaymond James & Associates, Inc.Morgan Stanley$50006-11-2019
Dale Alison HoernleinRaymond James & Associates, Inc.Morgan Stanley06-11-2019
Bradly James SunandayRaymond James & Associates, Inc.Morgan Stanley$15011-02-2017
Joshua SunandayRaymond James & Associates, Inc.Morgan Stanley11-02-2017
Christopher WeidlerRaymond James & Associates, Inc.Morgan Stanley$10009-18-2015
Toni Lee OndekRaymond James & Associates, Inc.Morgan Stanley$10003-13-2015
Debra Ann DragichRaymond James & Associates, Inc.Morgan Stanley$10003-13-2015
Brandon Thomas KnoxRaymond James & Associates, Inc.Morgan Stanley$25012-14-2012
Barbara Ann MaurerRaymond James & Associates, Inc.Morgan Stanley$10011-23-2012
David Michael KushnerRaymond James & Associates, Inc.Morgan Stanley11-23-2012
Philip Thomas MaurerRaymond James & Associates, Inc.Morgan Stanley$50011-22-2012
Patrick Michael SeilerRaymond James & Associates, Inc.Morgan Stanley$15007-15-2011
Ryan Todd WayneRaymond James & Associates, Inc.Morgan Stanley07-15-2011
Thomas A SeilerRaymond James & Associates, Inc.Morgan Stanley$10007-13-2011
Hilary Seabrook BlustRaymond James & Associates, Inc.Morgan Stanley$10010-01-2010
Sheila W. SeusRaymond James & Associates, Inc.Morgan Stanley$20010-01-2010

Showing 1 to 19 of 19 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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