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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron Allan PottichenCLS Partners Retirement ServicesRaymond James Financial Services, Inc.05-26-2015
Aaron Denon BessonettePlanMember Securities CorporationRaymond James Financial Services, Inc.06-09-2014
Aaron Jason RobinsonCambridge Investment Research, Inc.Raymond James Financial Services, Inc.$25007-19-2010
Aaron Samuel HermanCapital Guardian, LLCRaymond James Financial Services, Inc.$25005-04-2009
Aaron Thomas LeoneBaker Street Asset Management, LLCRaymond James Financial Services, Inc.12-13-2018
Aaron Timothy WintersSecurities America, Inc.Raymond James Financial Services, Inc.$38007-13-2017
Abigail Allison LinnUBS Financial Services Inc.Raymond James Financial Services, Inc.12-14-2015
Abigail Budd EmbryLincoln Financial Securities CorporationRaymond James Financial Services, Inc.09-08-2017
Abigail Lee ElwerParkland Securities, LLCRaymond James Financial Services, Inc.03-03-2016
Adam August SmithCambridge Investment Research, Inc.Raymond James Financial Services, Inc.$50003-02-2018
Adam Christopher BahnerMML Investors Services, LLCRaymond James Financial Services, Inc.01-16-2014
Adam James RiggleEdward JonesRaymond James Financial Services, Inc.$10008-16-2012
Adam Noah LandvikLPL Financial LLCRaymond James Financial Services, Inc.$50006-28-2013
Adnan Hamid HussainLPL Financial LLCRaymond James Financial Services, Inc.01-20-2009
Adria Meehan SiewertSummit Wealth Advisors LlcRaymond James Financial Services, Inc.04-13-2009
Adrienne Elizabeth RowlesAmeriprise Financial Services, Inc.Raymond James Financial Services, Inc.$10004-21-2017
Aimee Carissa DaigleAmeriprise Financial Services, Inc.Raymond James Financial Services, Inc.07-27-2012
Alan Albert IvesLuther King Capital Management CorporationRaymond James Financial Services, Inc.07-22-2015
Alan Dave SteedLPL Financial LLCRaymond James Financial Services, Inc.08-27-2012
Alan Luther MillerChalice Capital Partners, LLCRaymond James Financial Services, Inc.01-02-2019
Albert Robert Brown Jr.LPL Financial LLCRaymond James Financial Services, Inc.10-13-2016
Alberto ValdesCitigroup Global Markets Inc.Raymond James Financial Services, Inc.01-02-2018
Alejandro Robert BeguiristainBCI Securities, Inc.Raymond James Financial Services, Inc.$10011-15-2018
Alex Ryan KilianAldrich Wealth LPRaymond James Financial Services, Inc.01-13-2016
Alexander Michael Petrovic IIIPetrovic Weaver Financial ServicesRaymond James Financial Services, Inc.08-21-2015
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Showing 1 to 25 of 1,406 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


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