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
Edward Charles Baldwin Sr.Raymond James & Associates, Inc.J.P. Morgan Securities LLC08-13-2013
Edward Fernberger Jr.Raymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$2502-19-2016
Edward Francis TillsRaymond James & Associates, Inc.Morgan Stanley$5004-11-2013
Edward Gerard HenrichsRaymond James & Associates, Inc.UBS Financial Services Inc.$5008-31-2018
Edward KleinmanRaymond James & Associates, Inc.Morgan Stanley$15009-17-2018
Edward Miall Durham VRaymond James & Associates, Inc.Morgan Stanley$20009-16-2015
Edward Montgomery Knox IIIRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$5002-13-2013
Edward Ryan BuechtingRaymond James & Associates, Inc.Edward Jones08-08-2014
Edward William SheehanRaymond James & Associates, Inc.Deutsche Bank Securities Inc.09-06-2016
Edwin Gabriel WaingartRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$5002-13-2013
Eileen Linda LamchickRaymond James & Associates, Inc.Young, Stovall And Company07-30-2010
Eileen Mary CameronRaymond James & Associates, Inc.Deutsche Bank Securities Inc.09-06-2016
Elaine Anna KendellRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated12-01-2010
Elam Windham Wright IIIRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$11505-26-2017
Elana Feldstein MiliantaRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$5002-08-2019
Elisabeth Rachel SchreiberRaymond James & Associates, Inc.Deutsche Bank Securities Inc.09-06-2016
Elizabeth Ann StilesRaymond James & Associates, Inc.Raymond James Financial Services, Inc.12-05-2017
Elizabeth Aulick RobertsonRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Elliot WeissmarkRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$5011-09-2015
Emory Gay Hendrix Jr.Raymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Ephraim Obioha OkekeRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated02-12-2019
Eric GeedeyRaymond James & Associates, Inc.Lincoln Financial Distributors, Inc.09-20-2017
Eric Gustav de Goldsmith-RothsRaymond James & Associates, Inc.UBS Financial Services Inc.09-12-2014
Eric J. EmelanderRaymond James & Associates, Inc.Robert W. Baird & Co. Incorporated09-11-2017
Eric John KirbyRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$15004-02-2012
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Showing 501 to 525 of 2,044 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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