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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Wesley Adam GottesmanRaymond James & Associates, Inc.Raymond James Financial Services, Inc.05-03-2019
Candace Jeannette BurkettRaymond James & Associates, Inc.Raymond James Financial Services, Inc.04-25-2019
Ramesh MadhusudanRM Private Wealth Management Inc.Raymond James Financial Services, Inc.02-20-2019
Mario Joseph PayneMJP FinancialRaymond James Financial Services, Inc.02-15-2019
Kendal Ashley FordhamMJP FinancialRaymond James Financial Services, Inc.02-14-2019
Tad Michael SacheckAtlantic Wealth Partners, LLCRaymond James Financial Services, Inc.11-27-2018
Lawrence W NordmannCantella & Co., Inc.Raymond James Financial Services, Inc.08-23-2018
Christine Ellen WiederholdAmeriprise Financial Services, Inc.Raymond James Financial Services, Inc.02-28-2018
Alberto ValdesCitigroup Global Markets Inc.Raymond James Financial Services, Inc.01-02-2018
Elizabeth Ann StilesRaymond James & Associates, Inc.Raymond James Financial Services, Inc.12-05-2017
Tiffany Frances KingSymphony Financial TeamRaymond James Financial Services, Inc.11-28-2017
Thomas Anthony EspositoFive Points Investment Advisors, LLCRaymond James Financial Services, Inc.11-17-2017
Galin Wynn CristAmeriprise Financial Services, Inc.Raymond James Financial Services, Inc.09-22-2017
Jennifer Mary FergusonSymphony Financial TeamRaymond James Financial Services, Inc.08-04-2017
Eduardo Calixto RizoLPL Financial LLCRaymond James Financial Services, Inc.07-11-2017
Megan Ann MillerRaymond James & Associates, Inc.Raymond James Financial Services, Inc.05-05-2017
Albert Robert Brown Jr.LPL Financial LLCRaymond James Financial Services, Inc.10-13-2016
Daniel Anthony IosueLincoln InvestmentRaymond James Financial Services, Inc.09-19-2016
Erin Leigh MeconnaheyRaymond James & Associates, Inc.Raymond James Financial Services, Inc.03-21-2016
Erin Louise EckhouseRaymond James & Associates, Inc.Raymond James Financial Services, Inc.03-04-2016
Gregory Robert MitroRaymond James & Associates, Inc.Raymond James Financial Services, Inc.09-01-2015
Louis Robert Spence IIIRaymond James & Associates, Inc.Raymond James Financial Services, Inc.03-06-2015
Chad J. MillerLPL Financial LLCRaymond James Financial Services, Inc.10-14-2014
Richard Marion Cieslik IIISagePoint Financial, Inc.Raymond James Financial Services, Inc.09-19-2014
William Walter BrillLPL Financial LLCRaymond James Financial Services, Inc.09-02-2014
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Showing 1 to 25 of 922 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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