Advisers on the Move TEST

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
Zahara Felicia AliRaymond James & Associates, Inc.T. Rowe Price Investment Services, Inc.08-20-2019
Zachary Stuart BrodtRaymond James & Associates, Inc.Mark Stewart Securities, Inc.06-20-2014
Zachary Ryan VandergriftRaymond James & Associates, Inc.Ameriprise Financial Services, LLC07-05-2019
Zachary David JonesRaymond James & Associates, Inc.LPL Financial LLC01-15-2015
Zachary Clayton KamberRaymond James & Associates, Inc.Morgan Stanley12-10-2015
Zachary C. HammRaymond James & Associates, Inc.Vanguard Marketing Corporation07-18-2018
Yvonne EmericRaymond James & Associates, Inc.Morgan Stanley$2502-07-2019
Yarina R MontalvoRaymond James & Associates, Inc.Morgan Stanley03-22-2013
Yadira Salinas GarciaRaymond James & Associates, Inc.Fifth Third Securities, Inc.11-08-2013
Wyatt Harrington BrooksRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$2507-22-2011
Woodrow Wilson HicksRaymond James & Associates, Inc.Edward Jones$1006-10-2011
Wonnie Lynn ShortRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$2511-21-2011
Wilson Shaw StudstillRaymond James & Associates, Inc.Citigroup Global Markets Inc.$2504-17-2009
Willis Anthony LovellRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$18103-11-2019
William Wilson BestRaymond James & Associates, Inc.Morgan Stanley10-20-2017
William Ward Chase IIIRaymond James & Associates, Inc.Morgan Stanley06-10-2011
William Trent RiddRaymond James & Associates, Inc.UBS Financial Services Inc.02-03-2016
William Thomas Toner Jr.Raymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated12-01-2014
William Terrell WilsonRaymond James & Associates, Inc.Janney Montgomery Scott LLC07-03-2018
William T Sparks IIRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$9108-12-2016
William Stephens Lamb Jr.Raymond James & Associates, Inc.Sterne, Agee & Leach, Inc.06-19-2015
William Rustin SeyleRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5005-03-2019
William Roy HagenRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$15007-25-2013
William Romain Spell IIIRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC04-02-2019
William Robert McCormickRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated02-20-2009
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Showing 1 to 25 of 2,341 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.