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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Adam D. LoweRaymond James & Associates, Inc.J.P. Morgan Securities LLC09-20-2019
Allison Marie GruesbeckRaymond James & Associates, Inc.Schwab Private Client Investment Advisory, Inc.07-16-2018
Andrew SpearsRaymond James & Associates, Inc.LPL Financial LLC05-16-2018
Andrew Van BlackwellRaymond James & Associates, Inc.Morgan Stanley$2508-26-2010
Anthony Louis IacobucciRaymond James & Associates, Inc.MML Investors Services, LLC12-16-2015
Bernard Edward Packard IIRaymond James & Associates, Inc.Morgan Stanley$5009-03-2009
Beverly Ann AinsleyRaymond James & Associates, Inc.Morgan Stanley09-03-2009
Brandi A DowneyRaymond James & Associates, Inc.J.P. Morgan Securities LLC09-06-2019
Brandt James HakansonRaymond James & Associates, Inc.Morgan Stanley$10003-12-2010
Brian Keith LinderRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$1003-03-2017
Bronwyn Ann Kiene-MinierRaymond James & Associates, Inc.Raymond James & Associates, Inc.03-30-2016
Bryan Christopher EppersonRaymond James & Associates, Inc.J.J.B. Hilliard, W.L. Lyons, LLC$25010-28-2016
Bryan David PalonisRaymond James & Associates, Inc.Citigroup Global Markets Inc.$10004-17-2009
Burkley Francis McCarthy Jr.Raymond James & Associates, Inc.Morgan Stanley10-31-2014
Cathy Joan PackardRaymond James & Associates, Inc.Morgan Stanley09-03-2009
Charles Allen HensleyRaymond James & Associates, Inc.Morgan Stanley$15007-02-2009
Charles William BockstahlerRaymond James & Associates, Inc.Morgan Stanley$15006-01-2009
Christopher Hays MeadorRaymond James & Associates, Inc.Financial Engines Advisors L.L.C.01-31-2020
Christopher Matthew MeuthRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated02-27-2009
Cory Nicholas SmithRaymond James & Associates, Inc.Schwab Private Client Investment Advisory, Inc.01-05-2015
Daniel Frank DavilaRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC03-23-2009
David Albert GreenRaymond James & Associates, Inc.Morgan Stanley$15003-12-2010
David Henry NiswongerRaymond James & Associates, Inc.Morgan Stanley$5009-03-2009
David Jay RaabeRaymond James & Associates, Inc.Natcity Investments, Inc.$15003-31-2009
David Jeffrey HowardRaymond James & Associates, Inc.Investment Centers of America, Inc.10-25-2017
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Showing 1 to 25 of 76 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.