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.

Recruiting Scoreboard (Q4 2020)

Recruiting Gains

Firm Total Moves

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Recruiting Losses

Firm Total Moves

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Net Gains

Firm Total Moves

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Net Losses

Firm Total Moves

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Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Deborah Ann JuranRaymond James Financial Services, Inc.RBC Capital Markets, LLC$10001-30-2020
Melissa Mary Louise PaddockRaymond James Financial Services, Inc.RBC Capital Markets, LLC01-30-2020
Kevin Bannister Mark Raney Nevin Cavanaugh Hobie BannisterRaymond James Financial Services, Inc.RBC Capital Markets, LLC$24010-30-2019
Mark Stephan TrimmerRaymond James Financial Services, Inc.RBC Capital Markets, LLC$10009-13-2019
Kirsten Luise SeymourRaymond James Financial Services, Inc.RBC Capital Markets, LLC08-26-2019
Janelle Marie LewisRaymond James Financial Services, Inc.RBC Capital Markets, LLC07-03-2019
Randolph Robin PriceRaymond James Financial Services, Inc.RBC Capital Markets, LLC$15003-22-2018
Tiffany Nicole SolizRaymond James Financial Services, Inc.RBC Capital Markets, LLC$15003-22-2018
Brandon Garrett HaaseRaymond James Financial Services, Inc.RBC Capital Markets, LLC01-19-2017
Patrick Bart KlipsteinRaymond James Financial Services, Inc.RBC Capital Markets, LLC$4910-24-2016
Christopher Jerome DetmerRaymond James Financial Services, Inc.RBC Capital Markets, LLC05-25-2016
Aaron Isaac BrachmanRaymond James Financial Services, Inc.RBC Capital Markets, LLC05-25-2016
Craig Edward PoppRaymond James Financial Services, Inc.RBC Capital Markets, LLC01-13-2016
Charles Jackson Shoemaker JrRaymond James Financial Services, Inc.RBC Capital Markets, LLC$15009-13-2013
Lacey Lee HoganRaymond James Financial Services, Inc.RBC Capital Markets, LLC04-12-2013
Donna Kay Luna-HernandezRaymond James Financial Services, Inc.RBC Capital Markets, LLC06-14-2012
Eric Van Van KaufmanRaymond James Financial Services, Inc.RBC Capital Markets, LLC01-27-2012
Jason Stokes GrigsbyRaymond James Financial Services, Inc.RBC Capital Markets, LLC07-29-2011
Stanley Amos HauxwellRaymond James Financial Services, Inc.RBC Capital Markets, LLC07-07-2011
Valerie Anne HobbsRaymond James Financial Services, Inc.RBC Capital Markets, LLC07-07-2011

Showing 1 to 20 of 20 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.