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
Philip Charles EldemireRaymond James & Associates, Inc.RBC Capital Markets, LLC$20009-10-2018
Michael John DwyerRaymond James & Associates, Inc.RBC Capital Markets, LLC$10004-10-2018
Collin Larry RiglerRaymond James & Associates, Inc.RBC Capital Markets, LLC12-14-2017
Gerald Francis BoesenRaymond James & Associates, Inc.RBC Capital Markets, LLC$4509-15-2017
Jon Ellis VanceRaymond James & Associates, Inc.RBC Capital Markets, LLC06-30-2017
Michele Edna SchwartzRaymond James & Associates, Inc.RBC Capital Markets, LLC01-13-2017
Craig Hampton DeckerRaymond James & Associates, Inc.RBC Capital Markets, LLC$5211-04-2016
David Alan RiceRaymond James & Associates, Inc.RBC Capital Markets, LLC07-29-2016
Brandon Earl SmithRaymond James & Associates, Inc.RBC Capital Markets, LLC06-30-2016
Randy Boyd RankinRaymond James & Associates, Inc.RBC Capital Markets, LLC$2904-28-2016
Holly Rae HeyenRaymond James & Associates, Inc.RBC Capital Markets, LLC$10006-30-2015
Merle Scott Vonminden, Ross Charles Von MindenRaymond James & Associates, Inc.RBC Capital Markets, LLC$5006-30-2015
Robert ParettiRaymond James & Associates, Inc.RBC Capital Markets, LLC06-12-2015
Susan Festa RobertsRaymond James & Associates, Inc.RBC Capital Markets, LLC03-17-2015
Paul Bryan Berman, Joshua Andrew RosenzweigRaymond James & Associates, Inc.RBC Capital Markets, LLC$15001-14-2015
Michael Lee GardnerRaymond James & Associates, Inc.RBC Capital Markets, LLC$10010-03-2014
Timothy Richard ZiolaRaymond James & Associates, Inc.RBC Capital Markets, LLC$2509-12-2014
Damon Michael HendersonRaymond James & Associates, Inc.RBC Capital Markets, LLC$2509-05-2014
David Eugene WilliamsRaymond James & Associates, Inc.RBC Capital Markets, LLC09-05-2014
Johanna Cecelia KehoeRaymond James & Associates, Inc.RBC Capital Markets, LLC$5001-31-2012
Francis Patrick McDonnell IIIRaymond James & Associates, Inc.RBC Capital Markets, LLC08-12-2011
Robert J Radli Jr.Raymond James & Associates, Inc.RBC Capital Markets, LLC$5005-26-2011
Wendy Sue HomstadRaymond James & Associates, Inc.RBC Capital Markets, LLC$1005-09-2011

Showing 1 to 23 of 23 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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