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
Alan Dave Steed'A' Street Financial Advisors, Inc.Raymond James Financial Services, Inc.08-23-2012
Philip James Clark1st Global Capital Corp.Raymond James Financial Services, Inc.$1004-04-2018
Richard Alan Jones1st Global Capital Corp.Raymond James Financial Services, Inc.01-27-2012
Michael Francis ShillinA.G.P. / Alliance Global PartnersRaymond James Financial Services, Inc.$5005-23-2018
Jennifer Elizabeth Harmon-Von BredowACI GroupRaymond James Financial Services, Inc.04-28-2015
Blake Lawrence ParoAdvisory Services NetworkRaymond James Financial Services, Inc.10-02-2017
Eric Samuel WilsonAdvisory Services NetworkRaymond James Financial Services, Inc.09-15-2017
Edgar RamirezAegis Capital Corp.Raymond James Financial Services, Inc.03-23-2016
Alex Ryan KilianAldrich Wealth LPRaymond James Financial Services, Inc.01-13-2016
Ryan Scott CollettAlexander Investment Services Co.Raymond James Financial Services, Inc.01-16-2018
Jeffrey Michael HalbertAllegis Investment Services, LLCRaymond James Financial Services, Inc.02-07-2018
Jon Andrew RehurekAlliance Advisory & Securities, Inc.Raymond James Financial Services, Inc.03-24-2015
Chad Steven OntkoAllstate Financial Services, LLCRaymond James Financial Services, Inc.$5004-25-2017
Thomas Wesley RemmeyAllstate Financial Services, LLCRaymond James Financial Services, Inc.02-05-2015
David James ErkelAllstate Financial Services, LLCRaymond James Financial Services, Inc.10-09-2014
Julie Kay OdumAllstate Financial Services, LLCRaymond James Financial Services, Inc.08-14-2012
Steven Frederick MooreAllstate Financial Services, LLCRaymond James Financial Services, Inc.$5011-01-2010
Michael Steven PopeAllstate Financial Services, LLCRaymond James Financial Services, Inc.01-28-2010
Nathan Leroy BosekAlpha Cubed Investments, LLCRaymond James Financial Services, Inc.06-16-2017
Tyler Alan KrummelAmerican Heritage Securities, Inc.Raymond James Financial Services, Inc.$105-22-2015
Mark John GathaganAmerican Heritage Securities, Inc.Raymond James Financial Services, Inc.$5010-03-2012
William Bryant KeithAmerican Independent Securities Group, LLCRaymond James Financial Services, Inc.$15004-07-2016
James WrightAmerican Portfolios Financial Services, Inc.Raymond James Financial Services, Inc.$10003-06-2015
Jeffrey Lee DavidsonAmerican Portfolios Financial Services, Inc.Raymond James Financial Services, Inc.$101-26-2009
Robert Raley KirbyAmerican Wealth Management, Inc.Raymond James Financial Services, Inc.07-06-2010
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Showing 1 to 25 of 1,027 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.

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