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
Jacquelyn Elizabeth RizzoStifel, Nicolaus & Company, IncorporatedRaymond James Financial Services, Inc.$10009-14-2020
Rachael Ann NickelsenVoyager Capital Management, LLCRaymond James Financial Services, Inc.04-03-2020
Kevin Craig WilsonPrivate Client Services, LLCRaymond James Financial Services, Inc.01-27-2020
William Lee BowmanAegis FinancialRaymond James Financial Services, Inc.$15008-23-2019
Kristie Rene HennesAegis FinancialRaymond James Financial Services, Inc.08-23-2019
Michael Patrick DonnanAegis FinancialRaymond James Financial Services, Inc.08-22-2019
Brian James RogersAegis FinancialRaymond James Financial Services, Inc.08-22-2019
Jeffrey Scott BoehmAmeriprise Financial Services, LLCRaymond James Financial Services, Inc.07-26-2019
Alise Marie JablonskyAmeriprise Financial Services, LLCRaymond James Financial Services, Inc.07-26-2019
Jacob Gerrit HarmsenWipfli Financial Advisors, LLCRaymond James Financial Services, Inc.12-17-2018
Laura Ann StanekLPL Financial LLCRaymond James Financial Services, Inc.$3712-07-2018
Lisa Ann McClymanLPL Financial LLCRaymond James Financial Services, Inc.$5012-07-2018
Peter Daniel WelshLPL Financial LLCRaymond James Financial Services, Inc.$2512-07-2018
Leslie Kenneth GayLPL Financial LLCRaymond James Financial Services, Inc.12-07-2018
Jennifer Anne KinzlerLPL Financial LLCRaymond James Financial Services, Inc.12-07-2018
Christopher Andrew McCamanLPL Financial LLCRaymond James Financial Services, Inc.08-22-2018
Jacob P CoteU.S. Bancorp Investments, Inc.Raymond James Financial Services, Inc.07-23-2018
Michael Francis ShillinA.G.P / Alliance Global PartnersRaymond James Financial Services, Inc.05-23-2018
Heath W SorensonMidland Financial Advisors, Inc.Raymond James Financial Services, Inc.06-20-2017
Joel V RewaldCommonwealth Financial NetworkRaymond James Financial Services, Inc.07-19-2016
Kaleb Marcus FrawleyCommonwealth Financial NetworkRaymond James Financial Services, Inc.07-19-2016
Terry Scott SebranekCommonwealth Financial NetworkRaymond James Financial Services, Inc.$8707-15-2016
Tim Douglas TeelinSVA Wealth Management, LLCRaymond James Financial Services, Inc.$2511-07-2013
Gail M ThiryPackerland Brokerage Services, Inc.Raymond James Financial Services, Inc.$2905-10-2013
Jamie Avert EklovLPL Financial LLCRaymond James Financial Services, Inc.12-04-2012
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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.