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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Recruiting Scoreboard (Q4 2020)

Recruiting Gains

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Recruiting Losses

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Net Gains

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Net Losses

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
John P McPhillips JrRaymond James & Associates, Inc.Edward Jones09-28-2020
Armondo CanalesRaymond James & Associates, Inc.Edward Jones07-09-2020
Zachary William MccownRaymond James & Associates, Inc.Edward Jones07-06-2020
Nicole Anna Marie McIlwaineRaymond James & Associates, Inc.Edward Jones$5006-15-2020
Nicholas Henry GrinzingerRaymond James & Associates, Inc.Edward Jones06-12-2020
Hans Oshiorenoyai AsoeraRaymond James & Associates, Inc.Edward Jones04-30-2020
John Robert KampRaymond James & Associates, Inc.Edward Jones$5002-14-2020
Geoffrey ZieglerRaymond James & Associates, Inc.Edward Jones$15001-09-2020
Jeanne L CaseRaymond James & Associates, Inc.Edward Jones12-16-2019
Qlirim DautiRaymond James & Associates, Inc.Edward Jones06-14-2019
Paul Michael HulenRaymond James & Associates, Inc.Edward Jones$15003-01-2019
Jordan A DicksonRaymond James & Associates, Inc.Edward Jones01-08-2019
Chelsea Posey GrissomRaymond James & Associates, Inc.Edward Jones11-28-2018
Leah Dawn SchwarzRaymond James & Associates, Inc.Edward Jones09-07-2018
Marcus Lee CrewsRaymond James & Associates, Inc.Edward Jones07-17-2018
Karl Douglas RohrbaughRaymond James & Associates, Inc.Edward Jones$2502-02-2018
Robin Lee UcciRaymond James & Associates, Inc.Edward Jones05-22-2017
Victoria Susan HannonRaymond James & Associates, Inc.Edward Jones05-02-2017
Stephen Charles PlattRaymond James & Associates, Inc.Edward Jones11-22-2016
John Mark FleckRaymond James & Associates, Inc.Edward Jones$15010-28-2016
Wallace D WilliamsRaymond James & Associates, Inc.Edward Jones09-09-2016
Christopher Crawford StokesRaymond James & Associates, Inc.Edward Jones09-02-2016
John Alan DufekRaymond James & Associates, Inc.Edward Jones$15005-13-2016
Christopher Michael MellonRaymond James & Associates, Inc.Edward Jones04-19-2016
Kurt H KlingenbergRaymond James & Associates, Inc.Edward Jones$10003-24-2016
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Showing 1 to 25 of 47 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.