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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron Clay HickmanRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.09-28-2012
Aaron Scott BelgardRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Aimee Kathleen ZedlitzRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$1002-13-2013
Alan Marion HughesRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$15002-13-2013
Alexander ShihRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.01-02-2013
Alexander Taylor Strange IIIRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$5002-13-2013
Alfred Lafayette Stratford IIIRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$5002-13-2013
Allan Mark GottliebRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$10002-13-2013
Allen J. CorbinRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$2502-13-2013
Allison Marie DanielsRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Amanda K. Verner ThompsonRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.08-28-2012
Andre De Araujo JorgeRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.10-01-2012
Andrew Philip PearceRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$2502-13-2013
Andrew Stephenson BurdRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Andrew Tyler FortRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$2502-13-2013
Angela Earnhardt BarnhartRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Angela Michele ConleyRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$5002-13-2013
Angie Wyatt DenmarkRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Anne Barbara PlattRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$5002-13-2013
Anne E. RoutonRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Anneliese Hill WattsRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Anthony Francis PanuccioRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$10002-13-2013
Anthony John RomanoRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Anthony Ward DyeRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$15002-13-2013
Anthony Wayne MillerRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$5002-13-2013
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Showing 1 to 25 of 609 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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