Advisers on the Move

Track the latest teams of advisers and brokers who are changing firms and view 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.

Latest moves

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Kyle OwensStifel Nicolaus & Co.Raymond James$12004-05-2019
Miles LuchtenburgStifel Nicolaus & Co.Raymond James$22004-05-2019
Brian Remson, Brian Davis Credent WealthRaymond James$10002-12-2019
Tom QuirkLPL FinancialRaymond James$20012-04-2018
Timothy DijakAmeriprise FinancialRaymond James$13911-19-2018
Aaron FryeHilliard LyonsRaymond James$5511-13-2018
Lynn Faust, Michael FaustStifel Nicolaus & Co.Raymond James$28511-12-2018
Bob RubarthStifel Nicolaus & Co.Raymond James$5411-12-2018
Fred RossStifel Nicolaus & Co.Raymond James$6411-12-2018
Rachel HallStifel Nicolaus & Co.Raymond James$3311-01-2018
Tom LaPorte, Bryan Bertucci, Von HallauerStifel Nicolaus & Co.Raymond James$23409-25-2018
Randy MacNeillAmeriprise FinancialRaymond James$10509-25-2018
Josh LordStifel Nicolaus & Co.Raymond James$6209-04-2018
Matthew DavidsonSnowden Lane PartnersRaymond James$6007-10-2018
Daniel AustinRBC Wealth ManagementRaymond James$10004-09-2018
Matthew Buikema, Michael Oursler, Travis MorseJanney Montgomery ScottRaymond James$20003-05-2018
Matthew Buikema, Michael Oursler, Travis MorseRaymond JamesRaymond James$20003-02-2018
Richard MitchenHD Vest Investment ServicesRaymond James$24002-28-2018
Scott Horowitz, Shelly DeLucasJanney Montgomery ScottRaymond James$10001-18-2018
Becky VittumLPL FinancialRaymond James$6011-29-2017
Jose Gabriel Lopez, Misael LugoAmeriprise FinancialRaymond James$12411-10-2017
Fady C. MaghakJanney Montgomery ScottRaymond James$20009-22-2017
Erin Wynn Masters, Galin Wynn CristAmeriprise FinancialRaymond James$14109-22-2017
Jeffrey JacksonJanney Montgomery ScottRaymond James$10608-01-2017
Steven Higgins, Allison SchmidtLPL FinancialRaymond James$6605-26-2017
Next Page »

Showing 1 to 25 of 73 entries

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Disclaimer: The moves in this database come from a number of sources: InvestmentNews and other media reports, press releases, and direct submissions that have been reviewed by InvestmentNews. Any corrections, updates or clarifications should be e-mailed directly to the IN staff.

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