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
Adriana Jeanine FrazierRaymond James & Associates, Inc.M. R. Beal & Company11-11-2013
Alan Alfonso LazzaraRaymond James & Associates, Inc.William Blair04-15-2016
Ann Bodenheimer FlemingRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$10001-17-2014
Benjamin CohenRaymond James & Associates, Inc.J.P. Morgan Securities LLC$10002-28-2014
Bradley Shay ScottRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.01-02-2013
Brian J DillmanRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC09-09-2013
Carrie LindRaymond James & Associates, Inc.Stifel, Nicolaus & Company, Incorporated09-11-2015
Christopher Thomas EilersRaymond James & Associates, Inc.Raymond James Financial Services Advisors, Inc$10010-22-2010
Daane Etheridge IIRaymond James & Associates, Inc.Howe Barnes Hoefer & Arnett, Inc.04-01-2011
Daniel Alexander LockwoodRaymond James & Associates, Inc.Waddell & Reed11-29-2017
Daniel G. LaneRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Daniel James BoszhardtRaymond James & Associates, Inc.Deutsche Bank Securities Inc.09-06-2016
Daniel Lee ReeceRaymond James & Associates, Inc.BMO Harris Financial Advisors, Inc.$1007-18-2019
Daniel Michel WeberRaymond James & Associates, Inc.Howe Barnes Hoefer & Arnett, Inc.04-01-2011
David Michael BrendzaRaymond James & Associates, Inc.Morgan Stanley04-23-2018
David Vincent SchraderRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$15002-13-2013
Ilya Igorevich YeverovichRaymond James & Associates, Inc.Leumi Investment Services Inc.07-31-2018
Jack T. BayerRaymond James & Associates, Inc.J.P. Morgan Securities LLC07-31-2017
James Allen EllerRaymond James & Associates, Inc.Howe Barnes Hoefer & Arnett, Inc.04-01-2011
James Daniel McDermottRaymond James & Associates, Inc.Oppenheimer & Co. Inc.$2510-16-2015
James Downing YonkerRaymond James & Associates, Inc.Waddell & Reed$5008-24-2016
Jeffrey Alan SnowerRaymond James & Associates, Inc.Howe Barnes Hoefer & Arnett, Inc.04-01-2011
Jeffrey Ted JonesRaymond James & Associates, Inc.Morgan Stanley$10003-30-2012
John Earling Fitch IIIRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$10009-12-2014
John Joseph Postel IIIRaymond James & Associates, Inc.J.P. Morgan Securities LLC04-16-2018
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Showing 1 to 25 of 65 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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