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.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Brandon Lee ChaseRaymond James & Associates, Inc.Edward Jones$5007-10-2015
Brandon LevineRaymond James & Associates, Inc.UBS Financial Services Inc.07-02-2014
Brandon T HattonRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$2505-18-2018
Brendan Christopher DoranRaymond James & Associates, Inc.MarketAxess Corporation10-09-2009
Brendan Patrick HurleyRaymond James & Associates, Inc.Morgan Stanley08-09-2017
Brendan Thompson MosesRaymond James & Associates, Inc.Virtu Americas LLC04-15-2013
Brennan J TurnerRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC08-18-2020
Brennan Lewis BennettRaymond James & Associates, Inc.J.J.B. Hilliard, W.L. Lyons, LLC05-25-2012
Brent A CarltonRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$22202-17-2012
Brent C HullingRaymond James & Associates, Inc.Morgan Stanley$5005-01-2020
Brent Jason GreningerRaymond James & Associates, Inc.Morgan Stanley01-15-2016
Brent Michael SuchyRaymond James & Associates, Inc.Morgan Stanley09-06-2017
Brent Steven BurrowsRaymond James & Associates, Inc.Morgan Stanley04-21-2011
Brett Harris SalzerRaymond James & Associates, Inc.Mesirow Financial, Inc.$15005-29-2019
Brian Barron WilliamsRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$15002-27-2009
Brian Carl CrossRaymond James & Associates, Inc.Crews & Associates, Inc.04-20-2016
Brian Christopher PickRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated03-03-2017
Brian Dalton ShepardRaymond James & Associates, Inc.J.P. Morgan Securities LLC$2509-06-2013
Brian Daniel TrujilloRaymond James & Associates, Inc.Morgan Stanley$2504-13-2012
Brian Darrell HaugenRaymond James & Associates, Inc.UBS Financial Services Inc.$10001-23-2009
Brian David CassinRaymond James & Associates, Inc.Touchstone Securities, Inc.11-27-2017
Brian Frederick RandallRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$10001-09-2009
Brian G CarterRaymond James & Associates, Inc.Carty & Company, Inc.08-14-2015
Brian J DillmanRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC09-09-2013
Brian James CrowleyRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC11-20-2015
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Showing 151 to 175 of 1,910 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.