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
A. Janssen LongeneckerRaymond James Financial Services, Inc.Edward Jones07-24-2015
Aaron Carey UndsethRaymond James Financial Services, Inc.Edward Jones$10002-20-2009
Aaron Patrick StevensRaymond James Financial Services, Inc.Edward Jones$15002-15-2018
Aivy Quynh Anh MaederRaymond James Financial Services, Inc.Edward Jones03-02-2012
Albert WuRaymond James Financial Services, Inc.Edward Jones$15010-25-2019
Ali BavarianRaymond James Financial Services, Inc.Edward Jones$50004-25-2011
Allison Louise SchmidtRaymond James Financial Services, Inc.Edward Jones08-31-2010
Alvin James LyssyRaymond James Financial Services, Inc.Edward Jones12-18-2015
Alyn Scott RumboldRaymond James Financial Services, Inc.Edward Jones$50008-20-2014
Andrew Christopher GregoryRaymond James Financial Services, Inc.Edward Jones$24011-04-2016
Andrew Duncan PopeRaymond James Financial Services, Inc.Edward Jones$10002-11-2015
Andrew Jay GreeneRaymond James Financial Services, Inc.Edward Jones02-21-2019
Andrew W LaMar IIIRaymond James Financial Services, Inc.Edward Jones$50001-30-2009
Andy Don McClaflinRaymond James Financial Services, Inc.Edward Jones$50007-29-2013
Angela Sunshine RandallRaymond James Financial Services, Inc.Edward Jones$10010-31-2017
Apoorv NegiRaymond James Financial Services, Inc.Edward Jones11-29-2018
Arthur Earl Mccormick Jr.Raymond James Financial Services, Inc.Edward Jones$25005-15-2014
Augustus Bo M. DavisRaymond James Financial Services, Inc.Edward Jones03-20-2018
Ben Barry VossRaymond James Financial Services, Inc.Edward Jones09-07-2018
Benjamin E. CasnerRaymond James Financial Services, Inc.Edward Jones$10001-21-2011
Benjamin Wills BenderRaymond James Financial Services, Inc.Edward Jones$10001-08-2014
Bethany Annette AtchleyRaymond James Financial Services, Inc.Edward Jones01-30-2012
Beverly Jean GuslerRaymond James Financial Services, Inc.Edward Jones$10004-26-2010
Beverly Jean TrainorRaymond James Financial Services, Inc.Edward Jones$25007-29-2015
Billy Cliff BelcherRaymond James Financial Services, Inc.Edward Jones$10011-26-2014
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Showing 1 to 25 of 339 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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