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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
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
Eric Anthony DupreAmeriprise Financial Services, LLCRaymond James & Associates, Inc.$5006-05-2020
Emmett Russell Ray IIIAmeriprise Financial Services, LLCRaymond James & Associates, Inc.07-31-2014
Jackson Gregory GilletteAutarchic Investment Management, LLCRaymond James & Associates, Inc.04-12-2017
Richard Anthony FunkBrazos CapitalRaymond James & Associates, Inc.$10009-15-2017
Shenandoah ComptonCabot Lodge Securities LLCRaymond James & Associates, Inc.05-04-2020
Philip Jeffrey BrooksCabot Lodge Securities LLCRaymond James & Associates, Inc.04-24-2020
Eric Fritz EisenhardCabot Lodge Securities LLCRaymond James & Associates, Inc.04-24-2020
Lori Gann MorrisCalton & Associates, Inc.Raymond James & Associates, Inc.$15004-16-2018
Michael David CharlesCantella & Co., Inc.Raymond James & Associates, Inc.10-01-2019
James William RiefeCharles Schwab & Co., Inc.Raymond James & Associates, Inc.08-24-2009
Christy J SheltonCommonwealth Financial NetworkRaymond James & Associates, Inc.06-20-2014
Blake Houston ChelfFidelity Brokerage Services LLCRaymond James & Associates, Inc.09-08-2020
Timothy Lynn NabersFMP Wealth AdvisersRaymond James & Associates, Inc.01-05-2018
Evan David RadmanFrost Brokerage Services, Inc.Raymond James & Associates, Inc.05-11-2020
Stephen Jay ValellyFuller Wealth Management, LLCRaymond James & Associates, Inc.09-25-2018
Kimberly T AbmeyerFuller Wealth Management, LLCRaymond James & Associates, Inc.09-25-2018
Yancey Tighe SeitzGreenfield Seitz Capital Management, LLCRaymond James & Associates, Inc.$15011-09-2009
Robert King Harrell IIHarrell Investment Partners, LLCRaymond James & Associates, Inc.01-03-2019
Eva H JonesHarrell Investment Partners, LLCRaymond James & Associates, Inc.01-03-2019
Anna Victoria BodineHarrell Investment Partners, LLCRaymond James & Associates, Inc.01-03-2019
Bryan Ray WrightHilltop Securities Inc.Raymond James & Associates, Inc.06-15-2015
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Showing 1 to 25 of 81 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.