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)

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Matthew T Pruitt Matthew J FisherRaymond James & Associates, Inc.Morgan Stanley$25206-11-2019
Louise Agnes ClausoRaymond James & Associates, Inc.Morgan Stanley$15006-11-2019
Matthew Todd PruittRaymond James & Associates, Inc.Morgan Stanley$5006-11-2019
Dale Alison HoernleinRaymond James & Associates, Inc.Morgan Stanley06-11-2019
Matthew John FisherRaymond James & Associates, Inc.Morgan Stanley$10006-11-2019
Ramon Gabriel Burrola JrRaymond James & Associates, Inc.Morgan Stanley$5006-06-2019
Guillermo EliasRaymond James & Associates, Inc.Morgan Stanley$1,00006-06-2019
Ivan Gabriel BurrolaRaymond James & Associates, Inc.Morgan Stanley06-06-2019
Alejandro Burrola HernandezRaymond James & Associates, Inc.Morgan Stanley06-06-2019
Jorge A RosasRaymond James & Associates, Inc.Morgan Stanley$15006-06-2019
Robert David PearsonRaymond James & Associates, Inc.Morgan Stanley$1,00005-24-2019
Douglas J MarkenRaymond James & Associates, Inc.Morgan Stanley$5005-13-2019
Erin Lee MarkenRaymond James & Associates, Inc.Morgan Stanley05-13-2019
Luann M HershornRaymond James & Associates, Inc.Morgan Stanley04-30-2019
William Richard Dagistino JrRaymond James & Associates, Inc.Morgan Stanley04-18-2019
Kevin Clark CalenzaniRaymond James & Associates, Inc.Morgan Stanley04-11-2019
Gregg Walter StupinskiRaymond James & Associates, Inc.Morgan Stanley$5003-07-2019
David Bruce BurchRaymond James & Associates, Inc.Morgan Stanley$10003-01-2019
Stacey Gean EnglanderRaymond James & Associates, Inc.Morgan Stanley02-28-2019
Ruth Amada MayhewRaymond James & Associates, Inc.Morgan Stanley$5002-28-2019
Shane Michael ObrienRaymond James & Associates, Inc.Morgan Stanley02-28-2019
William Frederick Drew IiiRaymond James & Associates, Inc.Morgan Stanley$5002-15-2019
Carlos NinoRaymond James & Associates, Inc.Morgan Stanley02-15-2019
Gregory E StevensRaymond James & Associates, Inc.Morgan Stanley$5002-07-2019
Stephen Vincent SpiresRaymond James & Associates, Inc.Morgan Stanley02-07-2019
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Showing 1 to 25 of 47 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.