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)

Recruiting Gains

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Recruiting Losses

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Net Gains

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Net Losses

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
David Robert Baker93 Financial Group, LLCRaymond James Financial Services, Inc.04-13-2018
Michael Francis ShillinA.G.P / Alliance Global PartnersRaymond James Financial Services, Inc.05-23-2018
Lauren Taylor BoyesAbacus Wealth PartnersRaymond James Financial Services, Inc.08-30-2018
Patricia Hagan MayAccurate Wealth Management, LLCRaymond James Financial Services, Inc.08-21-2020
Scott Mons BroadbentAcquire Consult LLCRaymond James Financial Services, Inc.06-19-2020
Alexander MihajlovAdvisory Services NetworkRaymond James Financial Services, Inc.10-02-2017
Trevor Edward ChambersAdvisory Services NetworkRaymond James Financial Services, Inc.10-02-2017
Eric Samuel WilsonAdvisory Services NetworkRaymond James Financial Services, Inc.$5009-15-2017
William Lee BowmanAegis FinancialRaymond James Financial Services, Inc.$15008-23-2019
Kristie Rene HennesAegis FinancialRaymond James Financial Services, Inc.08-23-2019
Michael Patrick DonnanAegis FinancialRaymond James Financial Services, Inc.08-22-2019
Brian James RogersAegis FinancialRaymond James Financial Services, Inc.08-22-2019
Alex Ryan KilianAldrich Wealth LPRaymond James Financial Services, Inc.01-13-2016
Jon A RehurekAlliance Advisory & Securities, Inc.Raymond James Financial Services, Inc.03-24-2015
Niki Renee GrayAllstate Financial Services, LLCRaymond James Financial Services, Inc.03-13-2019
Andrew Chandler ParksAllstate Financial Services, LLCRaymond James Financial Services, Inc.01-11-2019
Steven Frederick MooreAllstate Financial Services, LLCRaymond James Financial Services, Inc.$5011-01-2010
Robert Anthony BeargieAlphaStar Capital Management, LLCRaymond James Financial Services, Inc.01-08-2020
Tyler Alan KrummelAmerican Heritage Securities, Inc.Raymond James Financial Services, Inc.05-22-2015
William Bryant KeithAmerican Independent Securities Group, LLCRaymond James Financial Services, Inc.$15004-07-2016
Louis Robert Hery JrAmerican Portfolios Financial Services, Inc.Raymond James Financial Services, Inc.$15008-26-2019
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.01-26-2009
Roger Alan HydeAmerican Wealth Management, Inc.Raymond James Financial Services, Inc.$2504-17-2009
Michael Richard StrycznyAmerican Wealth Management, Inc.Raymond James Financial Services, Inc.$2504-17-2009
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Showing 1 to 25 of 900 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.