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
Jesse Robinson Taylor IIIRaymond James & Associates, Inc.BBVA Compass Investment Solutions, Inc.$2511-05-2010
Mark Steven KingRaymond James & Associates, Inc.BBVA Compass Investment Solutions, Inc.11-09-2010
David BH Chaffe IVRaymond James & Associates, Inc.ProEquities, Inc.08-08-2013
Thomas Wayne DedrickRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5002-21-2014
William Kermet Bell JrRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$2505-09-2014
David Eugene WilliamsRaymond James & Associates, Inc.RBC Capital Markets, LLC09-05-2014
Damon Michael HendersonRaymond James & Associates, Inc.RBC Capital Markets, LLC09-05-2014
James Michael FordRaymond James & Associates, Inc.VALIC Financial Advisors, Inc.10-14-2014
Christopher Tod SmithRaymond James & Associates, Inc.Morgan Stanley02-12-2015
Ryan Leslie SchumannRaymond James & Associates, Inc.Northwestern Mutual Investment Services, LLC11-04-2015
Charles Arthur WoodRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC06-03-2016
Chad A GardnerRaymond James & Associates, Inc.BBVA Securities Inc.06-22-2016
Charles Glenn Hawthorne IIRaymond James & Associates, Inc.Scottrade, Inc.11-16-2016
John Preston WattsRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC03-17-2017
Bradford Lawrence FlowersRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC03-17-2017
Steuart Adair Evans JrRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC03-17-2017
Russell Turner HenshawRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC03-17-2017
Michael Tyler CovingtonRaymond James & Associates, Inc.MML Investors Services, LLC08-10-2017
Evan S BrooksRaymond James & Associates, Inc.Northwestern Mutual Investment Services, LLC07-09-2018
Marcus Lee CrewsRaymond James & Associates, Inc.Edward Jones07-17-2018
Jenny Gyurova HiteRaymond James & Associates, Inc.Cetera Investment Services LLC10-15-2018
Gerald M HammRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated11-30-2018
Steven M HowlandRaymond James & Associates, Inc.BBVA Securities Inc.02-27-2019
Craig Olin Vinson JrRaymond James & Associates, Inc.Ameriprise Financial Services, LLC04-18-2019
Robert Thomas Stephenson JrRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC08-12-2019
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Showing 1 to 25 of 31 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.