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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jack Arthur KristofRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$4209-29-2020
Michael James MurrayRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC09-29-2020
Roger Dean ThorntonRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$20007-29-2020
Jeffrey Glen SmithRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$3307-29-2020
Brad Alan WittusenRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$5007-29-2020
Christopher Noel WilliamsRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC07-29-2020
Robb Kano FarrRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$5007-29-2020
Kelly Lisa HoltmanRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC07-29-2020
Matt ThielRaymond James financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$11506-05-2020
Michael Joseph KrupaRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC01-09-2020
Eugene Scott KellerRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC12-06-2019
Sheila Nesbit KeatorRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$5010-17-2019
Robert Geoffrey DonelanRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC10-17-2019
David Patrick KeatorRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$28210-17-2019
Matthew David Melcior KeatorRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$24010-17-2019
Stephen Q NesbitRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC10-17-2019
Frederick James KeatorRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$50010-16-2019
Fred Charles RobertshawRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$15009-20-2019
Ryan Frederick RobertshawRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC09-20-2019
Zachary Christopher JonesRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC09-20-2019
John Keais Hoyt JrRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$10009-19-2019
Tanner Keais HoytRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC09-19-2019
Michael Jon EngelstadRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$10008-19-2019
Jodi Ann EngelstadRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$5008-19-2019
Steven A EngelstadRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$10008-19-2019
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Showing 1 to 25 of 148 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.