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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Recruiting Scoreboard (Q4 2020)

Recruiting Gains

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Recruiting Losses

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Net Gains

Firm Total Moves

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Net Losses

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Robert Joseph GerichsRaymond James Financial Services, Inc.Edward Jones09-25-2020
Joshua Charles HoltRaymond James Financial Services, Inc.Edward Jones09-17-2020
Martha Anne TurnerRaymond James Financial Services, Inc.Edward Jones09-08-2020
Susan F DavisRaymond James Financial Services, Inc.Edward Jones09-04-2020
Robert Anthony LockhartRaymond James Financial Services, Inc.Edward Jones08-28-2020
Donna Jane HeatherleyRaymond James Financial Services, Inc.Edward Jones08-28-2020
Dianna Marie BurkholderRaymond James Financial Services, Inc.Edward Jones08-14-2020
Matthew Robert CardellaRaymond James Financial Services, Inc.Edward Jones06-12-2020
Patrick Reynold FultonRaymond James Financial Services, Inc.Edward Jones06-11-2020
Todd John FoleyRaymond James Financial Services, Inc.Edward Jones05-18-2020
Samuel Ferald MandanRaymond James Financial Services, Inc.Edward Jones05-08-2020
Nicholas AdkinsRaymond James Financial Services, Inc.Edward Jones04-17-2020
Danielle LumRaymond James Financial Services, Inc.Edward Jones03-27-2020
Shelly Anne WiemannRaymond James Financial Services, Inc.Edward Jones03-05-2020
James L CombsRaymond James Financial Services, Inc.Edward Jones03-05-2020
Michelle Torp GraingerRaymond James Financial Services, Inc.Edward Jones03-02-2020
Brian Sattler GrubbRaymond James Financial Services, Inc.Edward Jones02-11-2020
Elissa J KnaebelRaymond James Financial Services, Inc.Edward Jones12-04-2019
Mark B LiguoriRaymond James Financial Services, Inc.Edward Jones12-03-2019
Joshua Joseph StackhouseRaymond James Financial Services, Inc.Edward Jones10-25-2019
Tate Thomas LaheyRaymond James Financial Services, Inc.Edward Jones09-18-2019
Mark Andrew BaileyRaymond James Financial Services, Inc.Edward Jones08-16-2019
Sarah Noella SantanaRaymond James Financial Services, Inc.Edward Jones08-02-2019
Izaac KingRaymond James Financial Services, Inc.Edward Jones08-02-2019
Timothy Paul PortelanceRaymond James Financial Services, Inc.Edward Jones07-12-2019
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Showing 1 to 25 of 274 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.