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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Brian Dalton ShepardRaymond James & Associates, Inc.J.P. Morgan Securities LLC$5009-06-2013
Brian Darrell HaugenRaymond James & Associates, Inc.UBS Financial Services Inc.$15001-23-2009
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
Brian James LambRaymond James & Associates, Inc.J.P. Morgan Securities LLC02-12-2015
Brian L. McGeeRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Brian Reid MarkowitzRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$5002-13-2013
Brian Thomas DoverRaymond James & Associates, Inc.Edward Jones$2506-03-2009
Brian Todd SoutherlandRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$2502-13-2013
Brianna Christine PerryRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC02-22-2011
Brockway Jackson JonesRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$10002-13-2013
Bruce Howard TreitmanRaymond James & Associates, Inc.Deutsche Bank Securities Inc.$3,61509-06-2016
Bruce Mckiernan WhiteRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$5002-13-2013
Bruce Patrick DavisRaymond James & Associates, Inc.Deutsche Bank Securities Inc.09-06-2016
Bruce R DunhamRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated01-29-2018
Bryan A. StepanianRaymond James & Associates, Inc.Deutsche Bank Securities Inc.09-06-2016
Bryan Baker HartzellRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5006-30-2017
Bryan Christopher DunnRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$1,00006-18-2019
Bryan Kirk BordelonRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Bryce Holloway AlleyRaymond James & Associates, Inc.UBS Financial Services Inc.04-27-2018
Camille YorkRaymond James & Associates, Inc.CUNA Brokerage Services, Inc.06-07-2018
Candace Jeannette BurkettRaymond James & Associates, Inc.Raymond James Financial Services, Inc.04-25-2019
Candis A. BrownRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
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Showing 176 to 200 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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