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
William Benjamin WeberRaymond James & Associates, Inc.Ameriprise Financial Services, LLC$5009-28-2018
Charles John LindholmRaymond James & Associates, Inc.Ameriprise Financial Services, LLC09-28-2018
Timothy Edward KowalskiRaymond James & Associates, Inc.Ameriprise Financial Services, LLC09-04-2018
Sarah Elizabeth HendersonRaymond James & Associates, Inc.Ameriprise Financial Services, LLC06-20-2017
Glen Thomas Milligan JrRaymond James & Associates, Inc.Ameriprise Financial Services, LLC$5006-09-2017
Eugene Joseph YorkeRaymond James & Associates, Inc.Ameriprise Financial Services, LLC05-17-2010
James Wellington StoopsRaymond James & Associates, Inc.Charles Schwab & Co., Inc.$10005-07-2015
Betty Jane NapierRaymond James & Associates, Inc.Citigroup Global Markets Inc.$5004-09-2009
Paul Anthony NoelRaymond James & Associates, Inc.Comerica Securities09-01-2015
Clint Sterling MyersRaymond James & Associates, Inc.Commonwealth Financial Network09-28-2017
Gregg Douglas MulderRaymond James & Associates, Inc.Commonwealth Financial Network09-28-2017
Nicholas Henry GrinzingerRaymond James & Associates, Inc.Edward Jones06-12-2020
Jeanne L CaseRaymond James & Associates, Inc.Edward Jones12-16-2019
Shane R BrownRaymond James & Associates, Inc.Edward Jones05-16-2014
Christopher John WillererRaymond James & Associates, Inc.Edward Jones01-18-2013
Heidi Anne ODeaRaymond James & Associates, Inc.Edward Jones01-13-2012
Michelle Ellen ReedRaymond James & Associates, Inc.Edward Jones09-09-2011
Timothy Joseph CullenRaymond James & Associates, Inc.Edward Jones$5010-29-2010
Angela Dawn WaltonRaymond James & Associates, Inc.Edward Jones$10010-27-2010
David Patrick KellyRaymond James & Associates, Inc.Fifth Third Securities, Inc.03-07-2011
Jason Palmer NymarkRaymond James & Associates, Inc.Guardian Investor Services LLC$5003-18-2013
Alec HagenRaymond James & Associates, Inc.Hantz Financial Services, Inc.06-19-2018
Mark Russell CorbinRaymond James & Associates, Inc.Hantz Financial Services, Inc.08-07-2015
Jonathan Towne MelgesRaymond James & Associates, Inc.J.J.B. Hilliard, W.L. Lyons, LLC$10005-25-2012
Sandra Marcela MelgesRaymond James & Associates, Inc.J.J.B. Hilliard, W.L. Lyons, LLC05-25-2012
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Showing 1 to 25 of 148 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.