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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Robert Raymond MusanteRaymond James Financial Services, Inc.LPL Financial LLC10-18-2019
Melissa Beth ChipmanRaymond James Financial Services, Inc.Woodbury Financial Services, Inc.10-15-2019
Anthony Franklin YunckerRaymond James Financial Services, Inc.VALIC Financial Advisors, Inc.10-15-2019
Jimmy Ray Blackburn IIRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated10-11-2019
Richard Edward KegleyRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC10-07-2019
Richard Andrew EhliRaymond James Financial Services, Inc.Ameriprise Financial Services, Inc.09-20-2019
John Lawrence DavisRaymond James Financial Services, Inc.SunTrust Advisory Services, Inc.09-20-2019
Christopher Michael RayRaymond James Financial Services, Inc.SunTrust Advisory Services, Inc.09-20-2019
William Lawrence OckerlundRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC09-20-2019
Carlos Enrique Caceres Jr.Raymond James Financial Services, Inc.CUSO Financial Services, L.P.09-19-2019
Terrance William ArgesRaymond James Financial Services, Inc.CUSO Financial Services, L.P.09-19-2019
Samuel AhnRaymond James Financial Services, Inc.CUSO Financial Services, L.P.09-19-2019
William David BrutusRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC09-06-2019
Keegan Wade BellRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC09-05-2019
Lauri SpargoRaymond James Financial Services, Inc.Northwestern Mutual Investment Services, LLC09-03-2019
Andrew Williamson ShibleyRaymond James Financial Services, Inc.Park Avenue Securities LLC08-30-2019
Robert Fayez IbrahimRaymond James Financial Services, Inc.Janney Montgomery Scott LLC08-21-2019
Mark Andrew BaileyRaymond James Financial Services, Inc.Edward Jones08-16-2019
Mark Andrew BaileyRaymond James Financial Services, Inc.Edward Jones08-16-2019
Gregory Paul PhillipsRaymond James Financial Services, Inc.Raymond James & Associates, Inc.08-13-2019
Weldon Brent ThomasRaymond James Financial Services, Inc.Ameriprise Financial Services, Inc.08-09-2019
Christopher Hunt CannonRaymond James Financial Services, Inc.MML Investors Services, LLC08-09-2019
Eric Mark SpangenthalRaymond James Financial Services, Inc.Wachovia Securities, LLC08-08-2019
Gene Edward DooleyRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated07-26-2019
Evan Taejin ChungRaymond James Financial Services, Inc.Cantella & Co., Inc.07-17-2019
Next Page »

Showing 1 to 25 of 2,354 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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