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
Amanda Sue JenkinsAmeriprise Financial Services, Inc.Raymond James & Associates, Inc.11-30-2016
Angel Wynette BardecheAmeriprise Financial Services, Inc.Raymond James & Associates, Inc.$10008-10-2012
Anthony J FerroAmeriprise Financial Services, Inc.Raymond James & Associates, Inc.$50011-01-2011
Anthony TrigonaAmeriprise Financial Services, Inc.Raymond James & Associates, Inc.$10002-17-2017
Charles John LindholmAmeriprise Financial Services, Inc.Raymond James & Associates, Inc.$10008-14-2012
Christine Mary FranksAmeriprise Financial Services, Inc.Raymond James & Associates, Inc.$50006-28-2013
Craig Olin Vinson Jr.Ameriprise Financial Services, Inc.Raymond James & Associates, Inc.05-20-2016
Daniel James SchreinerAmeriprise Financial Services, Inc.Raymond James & Associates, Inc.05-08-2015
Daniel Joseph Dijak Sr.Ameriprise Financial Services, Inc.Raymond James & Associates, Inc.$50002-02-2012
Daryl F DevillierAmeriprise Financial Services, Inc.Raymond James & Associates, Inc.$15004-20-2018
David Burke DitzelAmeriprise Financial Services, Inc.Raymond James & Associates, Inc.$50006-29-2016
Debra Ann BorthAmeriprise Financial Services, Inc.Raymond James & Associates, Inc.$25012-04-2015
Douglas Allen GildenmeisterAmeriprise Financial Services, Inc.Raymond James & Associates, Inc.11-22-2019
Emmett Russell Ray IIIAmeriprise Financial Services, Inc.Raymond James & Associates, Inc.07-31-2014
Eric Scott WathenAmeriprise Financial Services, Inc.Raymond James & Associates, Inc.$10005-13-2015
Evan Kyle DavisAmeriprise Financial Services, Inc.Raymond James & Associates, Inc.$50001-16-2019
Gary Thomas FarthingAmeriprise Financial Services, Inc.Raymond James & Associates, Inc.$50009-16-2015
Greg Vandergrift, Zach Vandergrift, Kristin Lane, Joshua GodsilAmeriprise Financial Services, Inc.Raymond James & Associates, Inc.$17007-05-2019
Gregory Carl TorrettaAmeriprise Financial Services, Inc.Raymond James & Associates, Inc.$10005-21-2012
Guy Anthony ColellaAmeriprise Financial Services, Inc.Raymond James & Associates, Inc.$50011-04-2011
Ian GoldfootAmeriprise Financial Services, Inc.Raymond James & Associates, Inc.04-29-2016
Irma Lincoln HamptonAmeriprise Financial Services, Inc.Raymond James & Associates, Inc.$10006-10-2011
James Aloysius Mcmahon IIIAmeriprise Financial Services, Inc.Raymond James & Associates, Inc.04-12-2012
James Clyde Davis IVAmeriprise Financial Services, Inc.Raymond James & Associates, Inc.11-22-2019
James Edward HarrisAmeriprise Financial Services, Inc.Raymond James & Associates, Inc.$50008-04-2014
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Showing 1 to 25 of 67 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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