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
Kelly AndersonRaymond James & Associates, Inc.Morgan Stanley09-30-2019
Jared Kenneth KirbyRaymond James & Associates, Inc.Cetera Investment Advisers LLC10-02-2019
Gary Lawrence WardeinRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated09-24-2019
Leon D TaylorRaymond James & Associates, Inc.Voya Investments Distributor, LLC09-12-2019
Ari LitvinRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC08-27-2019
Todd Daniel SchoberRaymond James & Associates, Inc.Morgan Stanley07-25-2019
Kimberly Lynn MaxeyRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC07-23-2019
Randel MorrisRaymond James & Associates, Inc.Hilliard Lyons07-15-2019
Jennifer S. AndersRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated07-18-2019
Wayne Alan CreefRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated07-18-2019
Michael Joseph FowlerRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated07-18-2019
Laurel Ann MarkleyRaymond James & Associates, Inc.Ameriprise Financial Services, Inc.07-17-2019
Jordi R. BusseRaymond James & Associates, Inc.J.P. Morgan Securities LLC07-16-2019
Shawn Michael PetersonRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC07-11-2019
Gregory David VandergriftRaymond James & Associates, Inc.Ameriprise Financial Services, Inc.07-05-2019
Jose Antonio VeraRaymond James & Associates, Inc.Stifel, Nicolaus & Company, Incorporated07-05-2019
Zachary Ryan VandergriftRaymond James & Associates, Inc.Ameriprise Financial Services, Inc.07-05-2019
Lisa Anne ArmbrustRaymond James & Associates, Inc.Morgan Stanley07-03-2019
Filipe Augusto De Barros GusmaoRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated07-01-2019
Austin Jordan HillRaymond James & Associates, Inc.Nationwide Investment Services Corporation06-25-2019
Qlirim DautiRaymond James & Associates, Inc.Edward Jones06-14-2019
Jacob Steven PiotraczkRaymond James & Associates, Inc.J.P. Morgan Securities LLC06-11-2019
Matthew Mckinney GarnettRaymond James & Associates, Inc.UBS Financial Services Inc.06-07-2019
Matthew David KothRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated06-07-2019
Ivan Gabriel BurrolaRaymond James & Associates, Inc.Morgan Stanley06-06-2019
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Showing 1 to 25 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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