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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Allen John KowalskiRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated03-04-2010
Allen Newton Jones IVRaymond James & Associates, Inc.UBS Financial Services Inc.$11511-30-2017
Allison Marie DanielsRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Allison Marie GruesbeckRaymond James & Associates, Inc.Schwab Private Client Investment Advisory, Inc.07-16-2018
Allyn Lindley DonaubauerRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$10009-05-2014
Amanda Jo SimconisRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$1002-16-2017
Amanda K. Verner ThompsonRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.08-28-2012
Amanda Kathleen PilcherRaymond James & Associates, Inc.B. Riley Wealth Management05-21-2013
Amanda Sue JenkinsRaymond James & Associates, Inc.Ameriprise Financial Services, Inc.09-28-2018
Amber Koop SealeRaymond James & Associates, Inc.Edward Jones07-09-2015
Amir ShahpariRaymond James & Associates, Inc.Morgan Stanley & Co. LLC$15002-27-2009
Amy Jo GouletRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC05-10-2018
Amy Lynn IannellaRaymond James & Associates, Inc.Raymond James Financial Services, Inc.$1004-04-2011
Amy Marie MonsenRaymond James & Associates, Inc.John Hancock Distributors LLC07-06-2018
Andre De Araujo JorgeRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.10-01-2012
Andrew Charles Jensen Jr.Raymond James & Associates, Inc.Citigroup Global Markets Inc.03-27-2009
Andrew F HearonRaymond James & Associates, Inc.Deutsche Bank Securities Inc.09-06-2016
Andrew George KaplanRaymond James & Associates, Inc.Deutsche Bank Securities Inc.09-06-2016
Andrew James StoutRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$15010-04-2012
Andrew Joseph BorzilleriRaymond James & Associates, Inc.Raymond James Financial Services, Inc.$15007-27-2017
Andrew Joseph SchultzRaymond James & Associates, Inc.Morgan Stanley01-20-2017
Andrew London RyanRaymond James & Associates, Inc.Deutsche Bank Securities Inc.09-06-2016
Andrew Michael WaldbaumRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5007-10-2014
Andrew Paul MadlingerRaymond James & Associates, Inc.Boston Private Wealth10-01-2018
Andrew Philip PearceRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$2502-13-2013
« Previous PageNext Page »

Showing 51 to 75 of 2,028 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.

X

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 investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

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