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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Daniel David HermanRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Daniel Erwin JacusRaymond James & Associates, Inc.J.P. Morgan Securities LLC01-30-2019
Daniel Floyd PughRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$15002-13-2013
Daniel Frank DavilaRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC03-23-2009
Daniel G. LaneRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Daniel Hugh RyanRaymond James & Associates, Inc.Deutsche Bank Securities Inc.$14009-06-2016
Daniel James BoszhardtRaymond James & Associates, Inc.Deutsche Bank Securities Inc.09-06-2016
Daniel James DelpRaymond James & Associates, Inc.Deutsche Bank Securities Inc.09-06-2016
Daniel Jon RabatskyRaymond James & Associates, Inc.Morgan Stanley05-11-2012
Daniel Joseph McAllisterRaymond James & Associates, Inc.Raymond James Financial Services, Inc.$10007-27-2017
Daniel Kincaid Taylor Jr.Raymond James & Associates, Inc.Morgan Keegan & Company, Inc.$15002-13-2013
Daniel Lee ReeceRaymond James & Associates, Inc.BMO Harris Financial Advisors, Inc.$1007-18-2019
Daniel M FullerRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$1002-13-2013
Daniel Michel WeberRaymond James & Associates, Inc.Howe Barnes Hoefer & Arnett, Inc.04-01-2011
Daniel Patrick PanRaymond James & Associates, Inc.Deutsche Bank Securities Inc.09-06-2016
Daniel Richard ChasseeRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$5002-13-2013
Daniel Robert LeugersRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$5002-13-2013
Daniel Thomas RegnerRaymond James & Associates, Inc.Franklin/Templeton Distributors, Inc.12-06-2016
Danielle Asako EllisonRaymond James & Associates, Inc.Csfbdirect, Inc.11-22-2010
Darian Jason CohenRaymond James & Associates, Inc.Deutsche Bank Securities Inc.09-06-2016
Darren Allen JamesRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$5008-22-2014
Darryl Wayne Thompson Jr.Raymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
David Alan RiceRaymond James & Associates, Inc.RBC Capital Markets, LLC07-29-2016
David Alan RodenbergRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$5002-13-2013
David Albert GreenRaymond James & Associates, Inc.Morgan Stanley$5003-12-2010
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Showing 351 to 375 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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