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
Chad A. GardnerRaymond James & Associates, Inc.BBVA Securities Inc.$2506-22-2016
Chad Christian HaywardRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$1002-13-2013
Chad Justin HouseRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Charles Albert CorpeningRaymond James & Associates, Inc.Deutsche Bank Securities Inc.$50009-06-2016
Charles Albert HesslerRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Charles Allen HensleyRaymond James & Associates, Inc.Morgan Stanley$15007-02-2009
Charles Alvin MusicRaymond James & Associates, Inc.Morgan Stanley$5002-01-2013
Charles Arthur WoodRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$10006-03-2016
Charles Barney RudnickRaymond James & Associates, Inc.Deutsche Bank Securities Inc.$5009-06-2016
Charles Bynum SatterwhiteRaymond James & Associates, Inc.Capital Investment Brokerage, Inc.09-03-2014
Charles Dale WatsonRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$15001-10-2019
Charles Durham Dodds Jr.Raymond James & Associates, Inc.Voya Financial Advisors, Inc.$5011-13-2014
Charles Edward Knox IIRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$5002-13-2013
Charles Franklin Nedbal IIIRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated02-13-2009
Charles Gardiner SellerRaymond James & Associates, Inc.Morgan Stanley11-02-2017
Charles Gardner ClausRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$5002-13-2013
Charles Garrett MutzRaymond James & Associates, Inc.Deutsche Bank Securities Inc.09-06-2016
Charles Howard Clawson IIIRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$15002-13-2013
Charles James SmithRaymond James & Associates, Inc.Howe Barnes Hoefer & Arnett, Inc.$2504-01-2011
Charles John LindholmRaymond James & Associates, Inc.Ameriprise Financial Services, Inc.$10009-28-2018
Charles Landon MyersRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$5002-13-2013
Charles M BonatakisRaymond James & Associates, Inc.Morgan Stanley & Co. LLC$15002-02-2009
Charles Meyer Bowman IIIRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$10002-13-2013
Charles Michael Fernandez, Kerry Marie KinsellaRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC04-24-2009
Charles Philip GuercioRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$2502-13-2013
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Showing 226 to 250 of 2,036 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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