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
Anthony Mark Fagella Jr.Raymond James & Associates, Inc.Deutsche Bank Securities Inc.$20909-06-2016
Anthony Ward DyeRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$15002-13-2013
Anthony Wayne MillerRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$5002-13-2013
Ari LitvinRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC08-27-2019
Arthur Sumner Brinkley IIIRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$2502-13-2013
Ashley M. JonesRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.01-02-2013
Austin Allen Routon Jr.Raymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Austin Jordan HillRaymond James & Associates, Inc.Nationwide Investment Services Corporation06-25-2019
Austin Michael FarahRaymond James & Associates, Inc.UBS Financial Services Inc.02-01-2019
Barbara Lin WilsonRaymond James & Associates, Inc.Raymond James Financial Services, Inc.$1001-08-2015
Barbara Ruth NodaRaymond James & Associates, Inc.Deutsche Bank Securities Inc.09-06-2016
Barry Lee GarberRaymond James & Associates, Inc.Deutsche Bank Securities Inc.09-06-2016
Barry Marc SobelRaymond James & Associates, Inc.Deutsche Bank Securities Inc.$12409-06-2016
Barry Michael PapaRaymond James & Associates, Inc.Raymond James Financial Services Advisors, Inc01-04-2016
Barry Paul SarinRaymond James & Associates, Inc.David Lerner Associates, Inc.$20401-14-2016
Benjamin Andrew BaileyRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$2502-13-2013
Benjamin Bader RoseRaymond James & Associates, Inc.Howe Barnes Hoefer & Arnett, Inc.$10004-01-2011
Benjamin CohenRaymond James & Associates, Inc.J.P. Morgan Securities LLC$10002-28-2014
Benjamin Critz FisherRaymond James & Associates, Inc.LPL Financial LLC$5001-03-2012
Benjamin D LincolnRaymond James & Associates, Inc.Morgan Stanley$5010-12-2018
Benjamin John NicholsonRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$10010-05-2018
Benjamin L. CavazosRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Benjamin Rush Bricken IIIRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.09-25-2012
Benjamin Sheppard Willis Jr.Raymond James & Associates, Inc.Deutsche Bank Securities Inc.$10009-06-2016
Bernard Edward Packard IIRaymond James & Associates, Inc.Morgan Stanley$5009-03-2009
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Showing 101 to 125 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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