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
Mark Thomas MeredithMeredith Wealth PlanningRaymond James Financial Services, Inc.03-06-2019
Steven A. SchertelKestra Investment Services, LLCRaymond James Financial Services, Inc.11-09-2018
Brian Godfrey TaylorThe Mather Group, LLCRaymond James Financial Services, Inc.12-04-2017
Ann Maria MoroccoSecurities America, Inc.Raymond James Financial Services, Inc.01-13-2017
Nathaniel H HenrichsCountry Capital Management CompanyRaymond James Financial Services, Inc.10-07-2016
David J. CohnInfinex Investments, Inc.Raymond James Financial Services, Inc.07-13-2016
Scott Andrew PiggushLevel Four Advisory ServicesRaymond James Financial Services, Inc.12-04-2015
Patricia Ann WilsonRaymond James & Associates, Inc.Raymond James Financial Services, Inc.12-01-2015
Jennifer Raupp MagnesenMorgan StanleyRaymond James Financial Services, Inc.03-27-2015
Keith Edward MaurerCetera Investment Services LLCRaymond James Financial Services, Inc.01-06-2015
Denanne Michelle HeilMorgan StanleyRaymond James Financial Services, Inc.09-13-2013
Jacquelyn Kelly SchmidtEdward JonesRaymond James Financial Services, Inc.01-22-2013
James A. Shull Jr.Woodmen Financial Services, Inc.Raymond James Financial Services, Inc.01-22-2013
Deborah Anna StrukoffLincoln InvestmentRaymond James Financial Services, Inc.11-01-2011
Kevin Leonard RellerKovack Securities Inc.Raymond James Financial Services, Inc.10-04-2011
Brian Richard ClauerHarbor Financial Services, LLCRaymond James Financial Services, Inc.05-13-2010
Sidney Wayne YeomansLaSalle St. Securities, LLCRaymond James Financial Services, Inc.04-30-2010
Todd Nathan SauderRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Cheryl Ann ReedRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Julienne Epplin EverettSmith, Moore & Co.Raymond James Financial Services, Inc.$5005-22-2015
Michael Patrick Tison, David Joseph FryWells Fargo Advisors Financial Network, LLCRaymond James Financial Services, Inc.$5002-27-2015
William Dean RussellLPL Financial LLCRaymond James Financial Services, Inc.$10003-14-2018

Showing 1 to 22 of 22 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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