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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Kirk Abrahamson David Gray Raymond James & Associates, Inc.RBC Capital Markets, LLC$41609-16-2020
Kirk Alan AbrahamsonRaymond James & Associates, Inc.RBC Capital Markets, LLC$25009-16-2020
Michael Glenn Charles RowedderRaymond James & Associates, Inc.RBC Capital Markets, LLC$2509-16-2020
David P GrayRaymond James & Associates, Inc.RBC Capital Markets, LLC$5009-16-2020
Colby Aaron SpannRaymond James & Associates, Inc.RBC Capital Markets, LLC09-16-2020
Pamela Ann StonerRaymond James & Associates, Inc.RBC Capital Markets, LLC04-14-2020
Hulbert Mulock BannisterRaymond James & Associates, Inc.RBC Capital Markets, LLC$10009-05-2019
Mark Allen RaneyRaymond James & Associates, Inc.RBC Capital Markets, LLC$5009-05-2019
Kevin Wood BannisterRaymond James & Associates, Inc.RBC Capital Markets, LLC09-05-2019
Nevin Patrick CavanaughRaymond James & Associates, Inc.RBC Capital Markets, LLC$11309-05-2019
Ruth KitzmannRaymond James & Associates, Inc.RBC Capital Markets, LLC$12708-20-2019
Ruth Zambo KitzmannRaymond James & Associates, Inc.RBC Capital Markets, LLC$2508-20-2019
Philip Charles EldemireRaymond James & Associates, Inc.RBC Capital Markets, LLC$20009-10-2018
Michael John DwyerRaymond James & Associates, Inc.RBC Capital Markets, LLC$10004-10-2018
William Trey KiddRaymond James & Associates, Inc.RBC Capital Markets, LLC04-10-2018
Michael Francis TrinenRaymond James & Associates, Inc.RBC Capital Markets, LLC$15004-06-2018
Collin Larry RiglerRaymond James & Associates, Inc.RBC Capital Markets, LLC$15012-14-2017
Eric David MontijoRaymond James & Associates, Inc.RBC Capital Markets, LLC$15012-14-2017
Gerald Francis BoesenRaymond James & Associates, Inc.RBC Capital Markets, LLC$4509-15-2017
Jon Ellis VanceRaymond James & Associates, Inc.RBC Capital Markets, LLC06-30-2017
Michele Edna LemireRaymond James & Associates, Inc.RBC Capital Markets, LLC01-13-2017
Stephen Bruce PryorRaymond James & Associates, Inc.RBC Capital Markets, LLC01-05-2017
Craig Hampton DeckerRaymond James & Associates, Inc.RBC Capital Markets, LLC$5011-04-2016
David Alan RiceRaymond James & Associates, Inc.RBC Capital Markets, LLC07-29-2016
Brandon Earl SmithRaymond James & Associates, Inc.RBC Capital Markets, LLC06-30-2016
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Showing 1 to 25 of 40 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.