Advisers on the Move TEST

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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Christopher Allen HornerRaymond James & Associates, Inc.Morgan Stanley$10010-25-2010
Christopher C. StokesRaymond James & Associates, Inc.Edward Jones09-02-2016
Christopher Curtis BrownRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$1,00010-04-2018
Christopher D. BellRaymond James & Associates, Inc.Park Avenue Securities LLC01-17-2012
Christopher F. FowlerRaymond James & Associates, Inc.Morgan Stanley$15001-18-2013
Christopher Francis HalotekRaymond James & Associates, Inc.Morgan Stanley$2502-23-2018
Christopher George MitchellRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$2511-27-2013
Christopher George RogersRaymond James & Associates, Inc.Morgan Stanley06-20-2013
Christopher Giryes ShoukryRaymond James & Associates, Inc.Goldman Sachs & Co.05-10-2016
Christopher Grant KeefeRaymond James & Associates, Inc.Edward Jones$109-27-2010
Christopher Hays MeadorRaymond James & Associates, Inc.Financial Engines Advisors L.L.C.01-31-2020
Christopher J StanfordRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5010-23-2019
Christopher J. BolleRaymond James & Associates, Inc.J.J.B. Hilliard, W.L. Lyons, LLC07-18-2012
Christopher James NolanRaymond James & Associates, Inc.Morgan Stanley$5010-20-2017
Christopher James PeszekRaymond James & Associates, Inc.Ameriprise Financial Services, LLC$5008-03-2018
Christopher James SwansonRaymond James & Associates, Inc.Waddell & Reed11-08-2011
Christopher James WarburtonRaymond James & Associates, Inc.William Blair10-22-2013
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 Joseph RuifrokRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$1904-19-2018
Christopher Keiley CoulterRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$1005-01-2009
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
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Showing 326 to 350 of 2,341 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.