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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Brittany Rachel WeinerRaymond James Financial Services, Inc.INVEST Financial Corporation08-20-2018
Christian Paul DesarioRaymond James Financial Services, Inc.INVEST Financial Corporation07-23-2018
Seth Adam HoffmanRaymond James Financial Services, Inc.INVEST Financial Corporation10-18-2017
Steven Robert EnglishRaymond James Financial Services, Inc.INVEST Financial Corporation02-15-2017
Derek David SimkowitzRaymond James Financial Services, Inc.INVEST Financial Corporation02-15-2017
Andrea Lynn WadeRaymond James Financial Services, Inc.INVEST Financial Corporation02-15-2017
Rodney Taylor WrightRaymond James Financial Services, Inc.INVEST Financial Corporation09-28-2016
Christopher Paul CantrellRaymond James Financial Services, Inc.INVEST Financial Corporation10-10-2014
Darren Keith HeislerRaymond James Financial Services, Inc.INVEST Financial Corporation02-08-2010
Stephen Edward KruchtenRaymond James Financial Services, Inc.INVEST Financial Corporation08-06-2009
Roger Jon AndersonRaymond James Financial Services, Inc.INVEST Financial Corporation08-06-2009
Gavin Robert BurnsRaymond James Financial Services, Inc.INVEST Financial Corporation08-06-2009
Aimee Kay PeltierRaymond James Financial Services, Inc.INVEST Financial Corporation08-06-2009
Kay Marie TuttleRaymond James Financial Services, Inc.INVEST Financial Corporation08-06-2009
Jill Marie KrebsbachRaymond James Financial Services, Inc.INVEST Financial Corporation08-06-2009
Brian Keith JohnsonRaymond James Financial Services, Inc.INVEST Financial Corporation08-06-2009
Heidi Marie MagnusonRaymond James Financial Services, Inc.INVEST Financial Corporation08-06-2009
Sherri Jean MunkelwitzRaymond James Financial Services, Inc.INVEST Financial Corporation08-06-2009
Kraig Thomas RowekampRaymond James Financial Services, Inc.INVEST Financial Corporation$2708-06-2009
Michael Eric MonsonRaymond James Financial Services, Inc.INVEST Financial Corporation$5008-06-2009
Marcy Ann RinasRaymond James Financial Services, Inc.INVEST Financial Corporation$5008-06-2009
David Lawrence LangnerRaymond James Financial Services, Inc.INVEST Financial Corporation$5801-12-2018
James Leonard PetersonRaymond James Financial Services, Inc.INVEST Financial Corporation$10008-06-2009
Layton George WhiteRaymond James Financial Services, Inc.INVEST Financial Corporation$10008-06-2009
Jerrod Michael HammerbackRaymond James Financial Services, Inc.INVEST Financial Corporation$1,00008-06-2009

Showing 1 to 25 of 25 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.