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

Firm Total Moves

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Recruiting Losses

Firm Total Moves

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Net Gains

Firm Total Moves

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Net Losses

Firm Total Moves

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Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Dennis Thomas ByrneRaymond James Financial Services, Inc.Equitable Advisors, LLC03-09-2020
Robert Lewis Wetherhold IVRaymond James Financial Services, Inc.Equitable Advisors, LLC01-31-2020
Michael W HadleyRaymond James Financial Services, Inc.Equitable Advisors, LLC01-17-2020
Steven Ramon KurtaRaymond James Financial Services, Inc.Equitable Advisors, LLC12-13-2019
Mitchel Devin PhifferRaymond James Financial Services, Inc.Equitable Advisors, LLC05-17-2019
Todd Lynne CoxRaymond James Financial Services, Inc.Equitable Advisors, LLC05-17-2019
Trevor John CitekRaymond James Financial Services, Inc.Equitable Advisors, LLC02-02-2017
Colton Trent LarueRaymond James Financial Services, Inc.Equitable Advisors, LLC01-13-2017
Ryan J LiddellRaymond James Financial Services, Inc.Equitable Advisors, LLC04-01-2016
Bijan Mahmoud MohseniRaymond James Financial Services, Inc.Equitable Advisors, LLC08-17-2015
David Alan TownsendRaymond James Financial Services, Inc.Equitable Advisors, LLC08-17-2015
Andrew John WentzlerRaymond James Financial Services, Inc.Equitable Advisors, LLC02-02-2015
Christopher R McMunigleRaymond James Financial Services, Inc.Equitable Advisors, LLC11-04-2014
Lauren Michelle BassettRaymond James Financial Services, Inc.Equitable Advisors, LLC11-03-2014
Franklin Krone Lentz JrRaymond James Financial Services, Inc.Equitable Advisors, LLC06-27-2013
Christopher Wayne DoddRaymond James Financial Services, Inc.Equitable Advisors, LLC06-27-2013
Eric Gerald BrockbergRaymond James Financial Services, Inc.Equitable Advisors, LLC$2504-01-2010
Gary Wayne KeyfauverRaymond James Financial Services, Inc.Equitable Advisors, LLC$2502-20-2009

Showing 1 to 18 of 18 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.