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.

Recruiting Scoreboard (Q4 2020)

Recruiting Gains

Firm Total Moves

See all firms ranked by total gains

Recruiting Losses

Firm Total Moves

See all firms ranked by total losses

Net Gains

Firm Total Moves

See all firms ranked by total gains

Net Losses

Firm Total Moves

See all firms ranked by total losses

Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Luigi MuccitelliRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC08-07-2020
Catherine BuckleyRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC08-07-2020
Dianna Lee MiccolisRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC08-07-2020
Helen Von Dolteren-FournRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC03-11-2020
Mark Anthony AlbrightRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC02-20-2020
Robert Dale OlveraRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC02-20-2020
Michael Ray WardRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC02-20-2020
Cole Joseph DimondRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC02-20-2020
Michael Francis RichardsRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC02-20-2020
Reisha Lark FregoeRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC02-20-2020
Sean M McEvoyRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC02-06-2020
Seth BubbusRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC01-02-2020
Anthony Carmen MessanoRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC12-17-2019
Grant Sterling GarwoodRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC11-26-2019
Ryan Joseph SeidlRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC11-25-2019
Vernon Aubrey ThorntonRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC11-14-2019
Jonathan Ian EhrlichRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC11-08-2019
Christine Ellen WiederholdRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC10-22-2019
Richard Andrew EhliRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC09-20-2019
Rinaldo Domenic CrassaRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC09-19-2019
Benjamin NievesRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC09-19-2019
Weldon Brent ThomasRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC08-09-2019
Sean MolloyRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC07-08-2019
Melissa Renee CunninghamRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC07-08-2019
Arthur Charles Gonsalves IIIRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC05-29-2019
Next Page »

Showing 1 to 25 of 93 entries

Page 1 | 2 | 3 | 4

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.