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)

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Tommy Ray BerryRaymond James & Associates, Inc.Edward Jones$5004-16-2010
Robert Mark HenryRaymond James & Associates, Inc.Edward Jones08-31-2010
Angela Dawn WaltonRaymond James & Associates, Inc.Edward Jones$10010-27-2010
Timothy Joseph CullenRaymond James & Associates, Inc.Edward Jones$5010-29-2010
Tina R HicksRaymond James & Associates, Inc.Edward Jones$4706-10-2011
Woodrow Wilson HicksRaymond James & Associates, Inc.Edward Jones$2506-10-2011
Michelle Ellen ReedRaymond James & Associates, Inc.Edward Jones09-09-2011
Heidi Anne ODeaRaymond James & Associates, Inc.Edward Jones01-13-2012
Claus Dieter MeyerRaymond James & Associates, Inc.Edward Jones$2806-14-2012
Christopher John WillererRaymond James & Associates, Inc.Edward Jones01-18-2013
James WennlundRaymond James & Associates, Inc.Edward Jones08-30-2013
John LarsenRaymond James & Associates, Inc.Edward Jones$5010-11-2013
David Wayne Rider JrRaymond James & Associates, Inc.Edward Jones10-21-2013
Shane R BrownRaymond James & Associates, Inc.Edward Jones05-16-2014
Edward Ryan BuechtingRaymond James & Associates, Inc.Edward Jones08-08-2014
Caroline Maclean SinclairRaymond James & Associates, Inc.Edward Jones$5012-05-2014
Amber Koop SealeRaymond James & Associates, Inc.Edward Jones07-09-2015
Dax A SealeRaymond James & Associates, Inc.Edward Jones$2507-09-2015
Brandon Lee ChaseRaymond James & Associates, Inc.Edward Jones$5007-10-2015
Todd Randall HansenRaymond James & Associates, Inc.Edward Jones$30007-31-2015
Jonathan David BowmanRaymond James & Associates, Inc.Edward Jones08-12-2015
James Earl Groves IIIRaymond James & Associates, Inc.Edward Jones11-02-2015
Kurt H KlingenbergRaymond James & Associates, Inc.Edward Jones$10003-24-2016
Christopher Michael MellonRaymond James & Associates, Inc.Edward Jones04-19-2016
John Alan DufekRaymond James & Associates, Inc.Edward Jones$15005-13-2016
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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.