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
Zachary T PaytonRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC02-12-2020
Zachary Richard DeboerRaymond James Financial Services, Inc.Edward Jones01-31-2018
Zachary P HoltzmanRaymond James Financial Services, Inc.Edward Jones$2505-17-2018
Zachary Lee LukinsRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated10-11-2019
Zachary Christopher JonesRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC09-20-2019
Yvette Y BacaRaymond James Financial Services, Inc.Morgan Stanley$15002-10-2010
Yvette Cummings HeatlyRaymond James Financial Services, Inc.Signator Investors, Inc.12-21-2017
Yvan Huu CaoRaymond James Financial Services, Inc.Edward Jones$2502-11-2011
Yuliya Vladimirovna WissRaymond James Financial Services, Inc.Waddell & Reed$5011-16-2017
Wistar White Holt JrRaymond James Financial Services, Inc.Royal Alliance Associates, Inc.06-09-2020
Winfield Scott Smathers IVRaymond James Financial Services, Inc.Hunter Associates LLC06-07-2013
Willis Takehisa KatoRaymond James Financial Services, Inc.Wedbush Securities Inc.10-31-2017
William Yrgue Rice IVRaymond James Financial Services, Inc.Morgan Stanley02-22-2019
William Yngve Rice IIIRaymond James Financial Services, Inc.Morgan Stanley$5002-22-2019
William Yngve Rice IIRaymond James Financial Services, Inc.Morgan Stanley$5002-22-2019
William Spencer ReedyRaymond James Financial Services, Inc.Edward Jones$15009-08-2020
William Spencer HartsockRaymond James Financial Services, Inc.Morgan Stanley$15002-16-2018
William Scott SchrothRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC09-03-2013
William Scott MitchellRaymond James Financial Services, Inc.J.J.B. Hilliard, W.L. Lyons, LLC02-05-2016
William Scott GarrisonRaymond James Financial Services, Inc.Morgan Stanley08-17-2020
William Richard Blake IIIRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$5003-30-2017
William R Easterling JrRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5009-23-2020
William Osborne EitzeRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$1,00011-11-2019
William Olon ScrogginsRaymond James Financial Services, Inc.LPL Financial LLC03-04-2015
William Milton LendlRaymond James Financial Services, Inc.Edward Jones$10005-06-2013
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Showing 1 to 25 of 2,799 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.