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
Amber Koop SealeRaymond James & Associates, Inc.Edward Jones07-09-2015
Angela Dawn WaltonRaymond James & Associates, Inc.Edward Jones$10010-27-2010
Armondo CanalesRaymond James & Associates, Inc.Edward Jones07-09-2020
Brandon Lee ChaseRaymond James & Associates, Inc.Edward Jones$5007-10-2015
Caroline Maclean SinclairRaymond James & Associates, Inc.Edward Jones$5012-05-2014
Chelsea Posey GrissomRaymond James & Associates, Inc.Edward Jones11-28-2018
Christopher Crawford StokesRaymond James & Associates, Inc.Edward Jones09-02-2016
Christopher John WillererRaymond James & Associates, Inc.Edward Jones01-18-2013
Christopher Michael MellonRaymond James & Associates, Inc.Edward Jones04-19-2016
Claus Dieter MeyerRaymond James & Associates, Inc.Edward Jones$2806-14-2012
David Wayne Rider JrRaymond James & Associates, Inc.Edward Jones10-21-2013
Dax A SealeRaymond James & Associates, Inc.Edward Jones$2507-09-2015
Edward Ryan BuechtingRaymond James & Associates, Inc.Edward Jones08-08-2014
Geoffrey ZieglerRaymond James & Associates, Inc.Edward Jones$15001-09-2020
Hans Oshiorenoyai AsoeraRaymond James & Associates, Inc.Edward Jones04-30-2020
Heidi Anne ODeaRaymond James & Associates, Inc.Edward Jones01-13-2012
James Earl Groves IIIRaymond James & Associates, Inc.Edward Jones11-02-2015
James WennlundRaymond James & Associates, Inc.Edward Jones08-30-2013
Jeanne L CaseRaymond James & Associates, Inc.Edward Jones12-16-2019
John Alan DufekRaymond James & Associates, Inc.Edward Jones$15005-13-2016
John LarsenRaymond James & Associates, Inc.Edward Jones$5010-11-2013
John Mark FleckRaymond James & Associates, Inc.Edward Jones$15010-28-2016
John P McPhillips JrRaymond James & Associates, Inc.Edward Jones09-28-2020
John Robert KampRaymond James & Associates, Inc.Edward Jones$5002-14-2020
Jonathan David BowmanRaymond James & Associates, Inc.Edward Jones08-12-2015
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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.