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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Alexander MihajlovAdvisory Services NetworkRaymond James Financial Services, Inc.10-02-2017
Blake Lawrence ParoAdvisory Services NetworkRaymond James Financial Services, Inc.10-02-2017
Trevor Edward ChambersAdvisory Services NetworkRaymond James Financial Services, Inc.10-02-2017
Kevin Ronald SullivanAmeriprise Financial Services, Inc.Raymond James Financial Services, Inc.$25006-12-2014
Suzi LedererAmeriprise Financial Services, Inc.Raymond James Financial Services, Inc.$10010-11-2012
Joel D AyersBB&T Investment Services, Inc.Raymond James Financial Services, Inc.$25001-15-2013
Eric Michael GluseBB&T Investment Services, Inc.Raymond James Financial Services, Inc.03-12-2012
Victor Donaldson Kane Jr.BB&T Investment Services, Inc.Raymond James Financial Services, Inc.$50011-16-2010
Ryan Thomas SmithBeacon Wealthcare, Inc.Raymond James Financial Services, Inc.02-03-2018
Matthew Callen BurrilBrick Street Equity ManagementRaymond James Financial Services, Inc.01-04-2012
Cara Elizabeth LindnerCambridge Investment Research, Inc.Raymond James Financial Services, Inc.03-22-2018
Charles Lewis SowersCapital Investment Group, Inc.Raymond James Financial Services, Inc.$50006-20-2019
Clifford Darrell SorelCapital Investment Group, Inc.Raymond James Financial Services, Inc.$13108-07-2018
Edward John SaboCapital Investment Group, Inc.Raymond James Financial Services, Inc.12-12-2016
William Scott PolandCarolina Financial Advisors, Inc.Raymond James Financial Services, Inc.07-21-2017
Philip Reese BaileyCetera Advisor Networks LLCRaymond James Financial Services, Inc.$50004-15-2019
Leslie Davis AllisonCetera Advisor Networks LLCRaymond James Financial Services, Inc.04-15-2019
Kristin Vesia PrenticeCetera Investment Services LLCRaymond James Financial Services, Inc.11-12-2019
Loretta Bowen RoseCetera Investment Services LLCRaymond James Financial Services, Inc.$10005-16-2017
Philip Craig GrandeCetera Investment Services LLCRaymond James Financial Services, Inc.$25005-16-2017
Matthew Todd StoweCetera Investment Services LLCRaymond James Financial Services, Inc.05-16-2017
Julie Renee Owens AllmanCetera Investment Services LLCRaymond James Financial Services, Inc.05-16-2017
DOUGLAS CHARLES COPPOLAClient First Advisors, LLCRaymond James Financial Services, Inc.11-01-2011
Michael WestbrookCUSO Financial Services, L.P.Raymond James Financial Services, Inc.$10003-28-2016
Margaret Now MotsingerCUSO Financial Services, L.P.Raymond James Financial Services, Inc.04-14-2014
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Showing 1 to 25 of 79 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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