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
Kelly Marie StewartRaymond James & Associates, Inc.J.P. Morgan Securities LLC$15003-05-2020
William J HermanRaymond James & Associates, Inc.J.P. Morgan Securities LLC03-02-2020
Brian Nicholas DegradoRaymond James & Associates, Inc.J.P. Morgan Securities LLC$15011-08-2019
Mark Allen LewisRaymond James & Associates, Inc.J.P. Morgan Securities LLC10-09-2019
Erik W WeissRaymond James & Associates, Inc.J.P. Morgan Securities LLC$15009-13-2019
William Lee CardwellRaymond James & Associates, Inc.J.P. Morgan Securities LLC$15009-06-2019
Brandi A DowneyRaymond James & Associates, Inc.J.P. Morgan Securities LLC09-06-2019
Marcus Anton FabianoRaymond James & Associates, Inc.J.P. Morgan Securities LLC08-20-2019
Jordi R BusseRaymond James & Associates, Inc.J.P. Morgan Securities LLC07-16-2019
Marcos MedinaRaymond James & Associates, Inc.J.P. Morgan Securities LLC07-11-2019
Jacob Steven PiotraczkRaymond James & Associates, Inc.J.P. Morgan Securities LLC06-11-2019
Daniel Erwin JacusRaymond James & Associates, Inc.J.P. Morgan Securities LLC01-30-2019
Mitchell Joseph OldewurtelRaymond James & Associates, Inc.J.P. Morgan Securities LLC$15011-08-2018
Mark Vincent ObrzutRaymond James & Associates, Inc.J.P. Morgan Securities LLC$15008-03-2018
Nathan D ShieldsRaymond James & Associates, Inc.J.P. Morgan Securities LLC$15008-03-2018
Jackson M StewartRaymond James & Associates, Inc.J.P. Morgan Securities LLC08-03-2018
Carlos Andres CastanedaRaymond James & Associates, Inc.J.P. Morgan Securities LLC07-20-2018
Bryan D CasebereRaymond James & Associates, Inc.J.P. Morgan Securities LLC05-21-2018
Christopher Stephen GalloRaymond James & Associates, Inc.J.P. Morgan Securities LLC$15005-11-2018
Marc Barry OrloffRaymond James & Associates, Inc.J.P. Morgan Securities LLC05-11-2018
John Joseph Postel IIIRaymond James & Associates, Inc.J.P. Morgan Securities LLC04-16-2018
Jon A DuprauRaymond James & Associates, Inc.J.P. Morgan Securities LLC$5004-12-2018
Caspar Tudor-PoleRaymond James & Associates, Inc.J.P. Morgan Securities LLC04-12-2018
Vincent Paul LisankeRaymond James & Associates, Inc.J.P. Morgan Securities LLC$5004-10-2018
Jack T BayerRaymond James & Associates, Inc.J.P. Morgan Securities LLC$5007-31-2017
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Showing 1 to 25 of 56 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.