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
Jarrod Liebel Raymond James Financial Services, Inc.Infinex Investments, Inc.10-02-2019
Michael James MurrayRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC09-29-2020
Robert Joseph GerichsRaymond James Financial Services, Inc.Edward Jones09-25-2020
Tyler Joseph OrmondRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated09-23-2020
Tyler MollRaymond James Financial Services, Inc.Northwestern Mutual Investment Services, LLC09-22-2020
James Michael ThorntonRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated09-17-2020
Joshua Charles HoltRaymond James Financial Services, Inc.Edward Jones09-17-2020
Danieh KasarRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated09-17-2020
Jennifer Alice HarrisRaymond James Financial Services, Inc.BBVA Securities Inc.09-14-2020
Hyon Yong KimRaymond James Financial Services, Inc.Key Investment Services LLC09-10-2020
Scott Wayne MilamRaymond James Financial Services, Inc.Key Investment Services LLC09-10-2020
Martha Anne TurnerRaymond James Financial Services, Inc.Edward Jones09-08-2020
Susan F DavisRaymond James Financial Services, Inc.Edward Jones09-04-2020
Mary Kathryn HolgersenRaymond James Financial Services, Inc.Charles Schwab & Co., Inc.09-04-2020
Andrew B NiklausRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated09-04-2020
Tracy Lance CollinsRaymond James Financial Services, Inc.BB&T Securities, LLC09-03-2020
Becca Lynn StockdaleRaymond James Financial Services, Inc.Principal Securities, Inc.09-01-2020
Jacob Ephim BrownRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated08-31-2020
Robert Anthony LockhartRaymond James Financial Services, Inc.Edward Jones08-28-2020
Donna Jane HeatherleyRaymond James Financial Services, Inc.Edward Jones08-28-2020
Joshua N ReiderRaymond James Financial Services, Inc.Strategic Capital Advisers, Inc.08-27-2020
Erik Jens PresleyRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC08-20-2020
Michael Alan CitronRaymond James Financial Services, Inc.Stifel, Nicolaus & Company, Incorporated08-18-2020
William Scott GarrisonRaymond James Financial Services, Inc.Morgan Stanley08-17-2020
Dianna Marie BurkholderRaymond James Financial Services, Inc.Edward Jones08-14-2020
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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.