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
Michael Francis ShillinA.G.P. / Alliance Global PartnersRaymond James Financial Services, Inc.$5005-23-2018
Blake Lawrence ParoAdvisory Services NetworkRaymond James Financial Services, Inc.10-02-2017
Eric Samuel WilsonAdvisory Services NetworkRaymond James Financial Services, Inc.09-15-2017
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
Jon A. RehurekAlliance Advisory & Securities, Inc.Raymond James Financial Services, Inc.03-24-2015
Steven Frederick MooreAllstate Financial Services, LLCRaymond James Financial Services, Inc.11-01-2010
Tyler Alan KrummelAmerican Heritage Securities, Inc.Raymond James Financial Services, Inc.05-22-2015
Mark John GathaganAmerican Heritage Securities, Inc.Raymond James Financial Services, Inc.10-03-2012
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.$1003-06-2015
Jeffrey Lee DavidsonAmerican Portfolios Financial Services, Inc.Raymond James Financial Services, Inc.$1001-26-2009
Roger Alan HydeAmerican Wealth Management, Inc.Raymond James Financial Services, Inc.$5004-17-2009
Michael Richard StrycznyAmerican Wealth Management, Inc.Raymond James Financial Services, Inc.$2504-17-2009
Diane Louise KridlerAmeriprise Financial Services, Inc.Raymond James Financial Services, Inc.04-24-2019
John Philip CreeronAmeriprise Financial Services, Inc.Raymond James Financial Services, Inc.03-25-2019
Susan Lee KarschAmeriprise Financial Services, Inc.Raymond James Financial Services, Inc.$5002-04-2019
Edward A. Karsch Jr.Ameriprise Financial Services, Inc.Raymond James Financial Services, Inc.02-04-2019
Drew JohnsonAmeriprise Financial Services, Inc.Raymond James Financial Services, Inc.01-25-2019
Brian James McConnellAmeriprise Financial Services, Inc.Raymond James Financial Services, Inc.01-22-2019
Sandra D SchwanAmeriprise Financial Services, Inc.Raymond James Financial Services, Inc.10-02-2018
Lauren C. RunyonAmeriprise Financial Services, Inc.Raymond James Financial Services, Inc.09-26-2018
Edmond John PhillipsAmeriprise Financial Services, Inc.Raymond James Financial Services, Inc.$5002-28-2018
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Showing 1 to 25 of 1,528 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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