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
Christopher James GuttillaRaymond James & Associates, Inc.Deutsche Bank Securities Inc.$20009-06-2016
Christopher James NolanRaymond James & Associates, Inc.Morgan Stanley$5010-20-2017
Christopher James SwansonRaymond James & Associates, Inc.Waddell & Reed11-08-2011
Christopher John LambertRaymond James & Associates, Inc.Howe Barnes Hoefer & Arnett, Inc.$2504-01-2011
Christopher John LeavyRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$10004-07-2015
Christopher John MahoneyRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$15011-13-2015
Christopher John WillererRaymond James & Associates, Inc.Edward Jones$5001-18-2013
Christopher Joseph LotoRaymond James & Associates, Inc.USAA Investment Management Company$2503-14-2019
Christopher Lawrence CorleyRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated02-24-2012
Christopher Lee HolladayRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$15008-31-2015
Christopher Mccauley RickettsRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Christopher Michael ConwayRaymond James & Associates, Inc.Deutsche Bank Securities Inc.09-06-2016
Christopher Michael LussierRaymond James & Associates, Inc.UBS Financial Services Inc.$1009-04-2015
Christopher Michael McLaughlinRaymond James & Associates, Inc.FBT Investments, Inc.$2508-07-2017
Christopher Michael MellonRaymond James & Associates, Inc.Edward Jones04-19-2016
Christopher Michael PastinaRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$10010-01-2012
Christopher R. BoydRaymond James & Associates, Inc.Voya Financial Partners, LLC05-14-2014
Christopher Ryan McRaeRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Christopher S. WengRaymond James & Associates, Inc.UBS Financial Services Inc.05-30-2019
Christopher Scott FinklerRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$5009-30-2015
Christopher Stephen GalloRaymond James & Associates, Inc.J.P. Morgan Securities LLC$15005-11-2018
Christopher Thomas EilersRaymond James & Associates, Inc.Raymond James Financial Services Advisors, Inc$10010-22-2010
Christopher Todd CrifasiRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$5002-13-2013
Christopher Tyler MercerRaymond James & Associates, Inc.Morgan Stanley05-11-2012
Christopher WeidlerRaymond James & Associates, Inc.Morgan Stanley09-18-2015
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Showing 276 to 300 of 2,034 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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