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.

Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Keith Gaines DragoAmeriprise Financial Services, Inc.Raymond James & Associates, Inc.$10003-28-2019
Neil LauroAmeriprise Financial Services, Inc.Raymond James & Associates, Inc.$15002-20-2019
Evan Kyle DavisAmeriprise Financial Services, Inc.Raymond James & Associates, Inc.$5001-16-2019
Noah Hill KingAmeriprise Financial Services, Inc.Raymond James & Associates, Inc.$10001-04-2019
Joe Tom King Jr.Ameriprise Financial Services, Inc.Raymond James & Associates, Inc.01-04-2019
Timothy John DijakAmeriprise Financial Services, Inc.Raymond James & Associates, Inc.$10011-02-2018
Randall Paul MacneillAmeriprise Financial Services, Inc.Raymond James & Associates, Inc.$2507-24-2018
Michael John ConnellyB. Riley Wealth ManagementRaymond James & Associates, Inc.$15005-31-2019
Timothy Francis O'Donovan Jr.B. Riley Wealth ManagementRaymond James & Associates, Inc.$15005-31-2019
Michael Patrick McCallB. Riley Wealth ManagementRaymond James & Associates, Inc.05-31-2019
Joel Phillip FeldmanBoenning & Scattergood, Inc.Raymond James & Associates, Inc.$10011-12-2018
Stephen Paul FlorioCambridge Investment Research, Inc.Raymond James & Associates, Inc.10-10-2018
Justin Laurence CairnsCapital Wealth AllianceRaymond James & Associates, Inc.10-01-2018
Christopher A. ClapinskiCUSO Financial Services, L.P.Raymond James & Associates, Inc.$2505-06-2019
Seth Michael HilgerEdward JonesRaymond James & Associates, Inc.03-15-2019
Lindsey Michelle HeglarEdward JonesRaymond James & Associates, Inc.11-16-2018
Joseph Brendan FrazierEdward JonesRaymond James & Associates, Inc.09-04-2018
Danny Joe PettyEdward JonesRaymond James & Associates, Inc.06-25-2018
Valery Lynn OswaldEpic Wealth Management, LLCRaymond James & Associates, Inc.07-12-2018
Rick Marlon HadravaEpic Wealth Management, LLCRaymond James & Associates, Inc.07-12-2018
Jessica Eizabeth PoynterFirst Heartland Capital, Inc.Raymond James & Associates, Inc.05-17-2019
Robert King Harrell IIHarrell Investment Partners, LLCRaymond James & Associates, Inc.01-03-2019
Timothy Michael HillHill Investments LLCRaymond James & Associates, Inc.06-11-2019
Gregory James ShankleHilltop Securities Independent Network Inc.Raymond James & Associates, Inc.$20003-28-2019
Christophe Dupin De Saint CyrHilltop Securities Independent Network Inc.Raymond James & Associates, Inc.$2503-28-2019
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Showing 1 to 25 of 87 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.

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