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
Adrienne Elizabeth RowlesAmeriprise Financial Services, Inc.Raymond James Financial Services, Inc.$10004-21-2017
Aimee Carissa DaigleAmeriprise Financial Services, Inc.Raymond James Financial Services, Inc.07-27-2012
Alise Marie JablonskyAmeriprise Financial Services, Inc.Raymond James Financial Services, Inc.07-26-2019
Brian James McConnellAmeriprise Financial Services, Inc.Raymond James Financial Services, Inc.01-22-2019
Bryan Ray BarrerAmeriprise Financial Services, Inc.Raymond James Financial Services, Inc.$50004-27-2012
Charles Ralph White Jr.Ameriprise Financial Services, Inc.Raymond James Financial Services, Inc.05-18-2017
Christine Ellen WiederholdAmeriprise Financial Services, Inc.Raymond James Financial Services, Inc.02-28-2018
Christopher J. EdelmanAmeriprise Financial Services, Inc.Raymond James Financial Services, Inc.07-06-2017
Craig Howard FrankAmeriprise Financial Services, Inc.Raymond James Financial Services, Inc.$10006-30-2011
David Clement LaurionAmeriprise Financial Services, Inc.Raymond James Financial Services, Inc.$50006-01-2012
Dena K. Rattan PoolAmeriprise Financial Services, Inc.Raymond James Financial Services, Inc.09-27-2019
Diane Louise KridlerAmeriprise Financial Services, Inc.Raymond James Financial Services, Inc.04-24-2019
Donald Frank GarneyAmeriprise Financial Services, Inc.Raymond James Financial Services, Inc.$25001-05-2018
Drew JohnsonAmeriprise Financial Services, Inc.Raymond James Financial Services, Inc.01-25-2019
Edmond John PhillipsAmeriprise Financial Services, Inc.Raymond James Financial Services, Inc.$50002-28-2018
Edward A. Karsch Jr.Ameriprise Financial Services, Inc.Raymond James Financial Services, Inc.02-04-2019
Galin Wynn CristAmeriprise Financial Services, Inc.Raymond James Financial Services, Inc.09-22-2017
Helen Von Dolteren-FournAmeriprise Financial Services, Inc.Raymond James Financial Services, Inc.08-23-2019
Jeffrey Hendel, Morgan Weil, Rinaldo Crassa, Peter HalliwellAmeriprise Financial Services, Inc.Raymond James Financial Services, Inc.$24509-19-2019
Jeffrey Paul StognerAmeriprise Financial Services, Inc.Raymond James Financial Services, Inc.$50005-06-2011
Jeffrey Scott BoehmAmeriprise Financial Services, Inc.Raymond James Financial Services, Inc.07-26-2019
John Philip CreeronAmeriprise Financial Services, Inc.Raymond James Financial Services, Inc.$10003-25-2019
Joseph David StaffordAmeriprise Financial Services, Inc.Raymond James Financial Services, Inc.05-24-2017
Justin William AdamsAmeriprise Financial Services, Inc.Raymond James Financial Services, Inc.$25009-27-2019
Kelly Gallagher PettitAmeriprise Financial Services, Inc.Raymond James Financial Services, Inc.$10001-11-2017
Next Page »

Showing 1 to 25 of 49 entries

Page 1 | 2

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.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.