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)

Recruiting Gains

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Recruiting Losses

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Net Gains

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Net Losses

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Dustin Joseph MartinRaymond James & Associates, Inc.Fidelity Personal and Workplace Advisors03-20-2019
Leonard LJ BonifaceRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$13703-21-2019
Leonard J Boniface JRRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated03-21-2019
William C MillerRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$16003-22-2019
William C Miller JrRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated03-22-2019
Jeffrey Edward BuddRaymond James & Associates, Inc.Fidelity Personal and Workplace Advisors03-25-2019
Kimberly Lynn JeziorskiRaymond James & Associates, Inc.Fidelity Personal and Workplace Advisors03-28-2019
Dominick DiBonaRaymond James & Associates, Inc.UBS Financial Services Inc.$19003-29-2019
Dominick John DibonaRaymond James & Associates, Inc.UBS Financial Services Inc.03-29-2019
Brian M LowryRaymond James & Associates, Inc.Crestwood Advisors04-01-2019
Serapio Alberto OliveiraRaymond James & Associates, Inc.First Command Brokerage Services, Inc.04-01-2019
Marc Damon HallickRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$2504-02-2019
Tyler Curtis JacksonRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC04-02-2019
Andrea Lee PatrickRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC04-02-2019
William Romain Spell IiiRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC04-02-2019
David Bret KallenbergRaymond James & Associates, Inc.UBS Financial Services Inc.$5004-09-2019
Kevin Clark CalenzaniRaymond James & Associates, Inc.Morgan Stanley04-11-2019
Gus C PanosRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$10004-12-2019
Jason Lee FirekRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5004-12-2019
John G GaynorRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated04-12-2019
Sam OsborneRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated04-15-2019
Cole Thomas WilmarthRaymond James & Associates, Inc.Fidelity Brokerage Services LLC04-16-2019
Ali Z DhanjiRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated04-16-2019
James Edwin SummersRaymond James & Associates, Inc.Arvest Wealth Management$15004-17-2019
Troy Allen KestnerRaymond James & Associates, Inc.Arvest Wealth Management$2504-17-2019
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Showing 1 to 25 of 87 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.