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

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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

Adviser(s) Firm joining Firm leaving AUM ($M) Date
John Albert BarrientosRaymond James Financial Services, Inc.First National Capital Markets06-17-2015
Matthew Allen VeenkerRaymond James Financial Services, Inc.First National Capital Markets06-17-2015
Alisha Wanette HortonRaymond James Financial Services, Inc.First National Capital Markets06-17-2015
Thomas Reyes JrRaymond James Financial Services, Inc.First National Capital Markets06-17-2015
Jill Marie WilsonRaymond James Financial Services, Inc.First National Capital Markets06-17-2015
Matthew R FergusonRaymond James Financial Services, Inc.First National Capital Markets$2506-17-2015
Scott Parker MayoRaymond James Financial Services, Inc.First National Capital Markets$2509-20-2013
Frank John WardRaymond James Financial Services, Inc.First National Capital Markets$5006-17-2015
Adam Michael DelaughterRaymond James Financial Services, Inc.First National Capital Markets$5006-17-2015
Jeremy John SiragusaRaymond James Financial Services, Inc.First National Capital Markets$15006-17-2015
Joan Marie SachaRaymond James Financial Services, Inc.First National Capital Markets$15006-17-2015
Mark Daniel VanceRaymond James Financial Services, Inc.First National Capital Markets$15006-17-2015
Melody Lynn HohnRaymond James Financial Services, Inc.First National Capital Markets$15006-17-2015
Robert Michael LynchRaymond James Financial Services, Inc.First National Capital Markets$15006-17-2015
Jamie Lynette MasilkoRaymond James Financial Services, Inc.First National Capital Markets$15006-17-2015
Stefanie Lynn CreenciaRaymond James Financial Services, Inc.First National Capital Markets$15006-17-2015
Matthew Scott MohnsenRaymond James Financial Services, Inc.First National Capital Markets$15006-17-2015
Ryan Gerald DeckerRaymond James Financial Services, Inc.First National Capital Markets$50006-17-2015

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.