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)

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron Denon BessonettePlanMember Securities CorporationRaymond James Financial Services, Inc.06-09-2014
Aaron Thomas LeoneBaker Street Asset Management, LLCRaymond James Financial Services, Inc.12-13-2018
Aaron Timothy WintersSecurities America, Inc.Raymond James Financial Services, Inc.$2507-13-2017
Aaron Tsukasa TroupAmeriprise Financial Services, LLCRaymond James Financial Services, Inc.05-01-2020
Abigail Lee ElwerParkland Securities, LLCRaymond James Financial Services, Inc.03-03-2016
Adam August SmithCambridge Investment Research, Inc.Raymond James Financial Services, Inc.$5003-02-2018
Adam James RiggleEdward JonesRaymond James Financial Services, Inc.08-16-2012
Adam Matthew GoldsteinAmeriprise Financial Services, LLCRaymond James Financial Services, Inc.$10002-19-2020
Adam Noah LandvikLPL Financial LLCRaymond James Financial Services, Inc.06-28-2013
Alan Albert IvesLuther King Capital Management CorporationRaymond James Financial Services, Inc.07-22-2015
Alan Charles RayAmeriprise Financial Services, LLCRaymond James Financial Services, Inc.$12903-20-2020
Alan John DavisEpstein and White Financial LLCRaymond James Financial Services, Inc.$1002-27-2020
Alan Luther MillerChalice Capital Partners, LLCRaymond James Financial Services, Inc.01-02-2019
Albert Robert Brown JrLPL Financial LLCRaymond James Financial Services, Inc.10-13-2016
Alberto ValdesCitigroup Global Markets Inc.Raymond James Financial Services, Inc.01-02-2018
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
Alexander MihajlovAdvisory Services NetworkRaymond James Financial Services, Inc.10-02-2017
Alexandra Wells ONeillIndependent Financial Group, LLCRaymond James Financial Services, Inc.08-16-2018
Alexsia Emmanuel SkinarakisWells Fargo Advisors Financial Network, LLCRaymond James Financial Services, Inc.03-08-2017
Alicia Louise WilsonWells Fargo Clearing Services, LLCRaymond James Financial Services, Inc.03-19-2012
Alise Marie JablonskyAmeriprise Financial Services, LLCRaymond James Financial Services, Inc.07-26-2019
Allen Edward SmithCharles Schwab & Co., Inc.Raymond James Financial Services, Inc.08-01-2017
Allie Lynnette Gamble-TaylorJanney Montgomery Scott LLCRaymond James Financial Services, Inc.11-11-2019
Allison Kendall LuttermoserFirestone Capital Management IncRaymond James Financial Services, Inc.11-16-2018
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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.