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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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
Mark Scot Cone9258 Wealth Management, LLCRaymond James & Associates, Inc.01-09-2018
Barry Walter WoldAdvisorNet Wealth ManagementRaymond James & Associates, Inc.01-11-2018
Ryan Davis WoldAdvisorNet Wealth ManagementRaymond James & Associates, Inc.01-11-2018
James Samuel KaufmanAegis Capital Corp.Raymond James & Associates, Inc.12-22-2015
James A GouldAegis Capital Corp.Raymond James & Associates, Inc.12-21-2015
Casey R MillerAegis Capital Corp.Raymond James & Associates, Inc.12-08-2015
Stanley Eugene AllredAllred Capital Management, LLCRaymond James & Associates, Inc.10-02-2018
James Andrew Harris JrAllred Capital Management, LLCRaymond James & Associates, Inc.10-02-2018
Jonathan Logan AllredAllred Capital Management, LLCRaymond James & Associates, Inc.10-02-2018
Lawrence Dale NicholsonAllstate Financial Services, LLCRaymond James & Associates, Inc.12-01-2017
Nicole Theresa GulinoAmerican Capital Partners, LLCRaymond James & Associates, Inc.01-12-2015
Michael J West SrAmeriprise Financial Services, LLCRaymond James & Associates, Inc.$10009-04-2020
Andrew Oliver WestAmeriprise Financial Services, LLCRaymond James & Associates, Inc.09-04-2020
Laura Kaye CookAmeriprise Financial Services, LLCRaymond James & Associates, Inc.$10009-04-2020
Eugene Michael GallagherAmeriprise Financial Services, LLCRaymond James & Associates, Inc.08-05-2020
Kathleen Ann CrowleyAmeriprise Financial Services, LLCRaymond James & Associates, Inc.06-30-2020
Adrienne Deanna DavisAmeriprise Financial Services, LLCRaymond James & Associates, Inc.06-30-2020
Eric Anthony DupreAmeriprise Financial Services, LLCRaymond James & Associates, Inc.$5006-05-2020
William Bruce PattesonAmeriprise Financial Services, LLCRaymond James & Associates, Inc.06-02-2020
Justin T RangerAmeriprise Financial Services, LLCRaymond James & Associates, Inc.01-31-2020
Sandra Lynn TomaszyckiAmeriprise Financial Services, LLCRaymond James & Associates, Inc.$2511-22-2019
James Clyde Davis IVAmeriprise Financial Services, LLCRaymond James & Associates, Inc.$5011-22-2019
Jeffrey ShoverAmeriprise Financial Services, LLCRaymond James & Associates, Inc.$5011-08-2019
Tonja Godfrey RutseyAmeriprise Financial Services, LLCRaymond James & Associates, Inc.09-26-2019
Shirley Ellen WashamAmeriprise Financial Services, LLCRaymond James & Associates, Inc.09-13-2019
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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.