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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Charles William Kinslow IIIRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$5002-13-2013
Chase Henderson GoreRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Chase J. HarknessRaymond James & Associates, Inc.Fidelity Brokerage Services LLC02-06-2012
Cheryl Ann PeschkeRaymond James & Associates, Inc.Morgan Stanley$5008-19-2011
Chester Jackson Sheffield Jr.Raymond James & Associates, Inc.Deutsche Bank Securities Inc.09-06-2016
Chris Brattain HarrellRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$10002-13-2013
Chris Christopher StaffordRaymond James & Associates, Inc.Deutsche Bank Securities Inc.$1009-06-2016
Chris Vincent HarkinsRaymond James & Associates, Inc.Delta Trust Investments, Inc.$10011-06-2015
Christian Avery AllenRaymond James & Associates, Inc.UBS Financial Services Inc.02-01-2019
Christian Ernst LangensteinRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5003-04-2016
Christina D FoustRaymond James & Associates, Inc.Park Avenue Securities LLC06-20-2018
Christine Grace BlakelyRaymond James & Associates, Inc.Comerica Securities07-09-2013
Christine K. VuRaymond James & Associates, Inc.Ameriprise Financial Services, Inc.10-27-2016
Christopher Allan GreggsRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Christopher Allen HornerRaymond James & Associates, Inc.Morgan Stanley10-25-2010
Christopher Brook WittRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Christopher C. StokesRaymond James & Associates, Inc.Edward Jones09-02-2016
Christopher Duane StoryRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Christopher F. FowlerRaymond James & Associates, Inc.Morgan Stanley$15001-18-2013
Christopher Francis HalotekRaymond James & Associates, Inc.Morgan Stanley$1,00002-23-2018
Christopher Gates CaldwellRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Christopher George MitchellRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC11-27-2013
Christopher George RogersRaymond James & Associates, Inc.Morgan Stanley06-20-2013
Christopher Giryes ShoukryRaymond James & Associates, Inc.Goldman Sachs & Co.05-10-2016
Christopher J. BolleRaymond James & Associates, Inc.J.J.B. Hilliard, W.L. Lyons, LLC07-18-2012
« Previous PageNext Page »

Showing 251 to 275 of 2,034 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15

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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


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 It'll help us continue to serve you.

Yes, show me how to whitelist

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