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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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Gary Edward McgovernJanney Montgomery Scott LLCRaymond James & Associates, Inc.$10009-24-2020
Frederick Carpenter LaneLane Generational LLCRaymond James & Associates, Inc.08-28-2020
John Mark Schibli JrLane Generational LLCRaymond James & Associates, Inc.08-28-2020
Francis Patrick McDonnell IIIRBC Capital Markets, LLCRaymond James & Associates, Inc.06-24-2020
Trevor St John McGillUBS Financial Services Inc.Raymond James & Associates, Inc.$5006-01-2020
Malik A SmithLeigh Baldwin & Co., LLCRaymond James & Associates, Inc.$5007-29-2019
Matthew Alden PalmgrenLincoln InvestmentRaymond James & Associates, Inc.05-09-2019
Daniel LarsenSunTrust Investment Services, Inc.Raymond James & Associates, Inc.04-29-2019
Steven N PerlmanJanney Montgomery Scott LLCRaymond James & Associates, Inc.05-31-2018
Vincent Leonard PetrangeloAmeriprise Financial Services, LLCRaymond James & Associates, Inc.$1,50004-20-2018
Daryl F DevillierAmeriprise Financial Services, LLCRaymond James & Associates, Inc.$1,50004-20-2018
David VarelaJanney Montgomery Scott LLCRaymond James & Associates, Inc.$2512-11-2017
Marilyn Donna DrobiarzJanney Montgomery Scott LLCRaymond James & Associates, Inc.12-08-2017
Paul Robert Fehrenbach JrMoors & Cabot, Inc.Raymond James & Associates, Inc.$10012-01-2017
Jonathan Richard CrawleyJ.P. Morgan Securities LLCRaymond James & Associates, Inc.12-20-2016
Edward Joseph MoffittWells Fargo Clearing Services, LLCRaymond James & Associates, Inc.$1,00007-16-2013
Shawn M DevillierWinslow, Evans & Crocker, Inc.Raymond James & Associates, Inc.11-01-2011

Showing 1 to 17 of 17 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.