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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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Kristen RagusinRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$14007-09-2020
Eric Hobin Jiles Robinson Antonio Sordillo Jason Whittier Raymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$37507-09-2020
Craig WeisRaymond James & Associates, Inc.UBS Financial Services Inc.$13005-22-2020
Marina Tudela Idalia Daguin Gabriela AguilarRaymond James & Associates, Inc.UBS Financial Services Inc.$28007-02-2020
Kirk Abrahamson David Gray Raymond James & Associates, Inc.RBC Capital Markets, LLC$41609-16-2020
Reynaldo FigueredoRaymond James & Associates, Inc.Deutsche Bank Securities Inc.$40008-20-2020
Renee Hof-LaceyRaymond James & Associates, Inc.Morgan Stanley$11508-17-2020
Jared Stricklin Darryl Dunn Robert MeederRaymond James & Associates, Inc.UBS Financial Services Inc.$1,20007-30-2020
Steve Kanteliotis Stephen Gitter Frank BrodskyRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$50008-25-2020
John Cleary Renee RossiRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$10806-04-2020
Edwin John LambertyRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$12608-14-2020
Kimberly EvansRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$19008-07-2020
Kristen RagusinRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$14007-09-2020
Eric Hobin Jiles Robinson Antonio Sordillo Jason Whittier Raymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$37507-09-2020
Craig WeisRaymond James & Associates, Inc.UBS Financial Services Inc.$13005-22-2020
Marina Tudela Idalia Daguin Gabriela AguilarRaymond James & Associates, Inc.UBS Financial Services Inc.$28007-02-2020
Julio Revuelta Raymond James & Associates, Inc.Safra Securities LLC$23003-02-2020
Mark Albright Michael Ward Andrew Dibble Cole Dimond Bob Olvera Reisha Fregoe Michael RichardsRaymond James & Associates, Inc.Ameriprise Financial Services, LLC$35002-20-2020
Bevin Hartnett Joseph RestivoRaymond James & Associates, Inc.Waddell & Reed$13710-16-2019
Greg Vandergrift Zach Vandergrift Kristin Lane Joshua GodsilRaymond James & Associates, Inc.Ameriprise Financial Services, LLC$17007-05-2019
Kenneth HaycraftRaymond James & Associates, Inc.USAA Financial Advisors, Inc.$30010-21-2019
Ruth KitzmannRaymond James & Associates, Inc.RBC Capital Markets, LLC$12708-20-2019
Stephen Steve SullivanRaymond James & Associates, Inc.UBS Financial Services Inc.06-01-2020
David Alford Claudia TaparaRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated05-15-2020
Ernesto Angueira Eric MuozRaymond James & Associates, Inc.UBS Financial Services Inc.$30005-08-2020
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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.