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Advisers on the Move - InvestmentNews

Advisers on the Move TEST

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 (Q2 2020)

Recruiting Gains

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Recruiting Losses

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Net Gains

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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
Jonathan Rife HighRaymond James Financial Services, Inc.J.P. Morgan Securities LLC04-09-2012
John Thomas KraftRaymond James Financial Services, Inc.J.P. Morgan Securities LLC11-26-2012
Bond Mwendwa NthengeRaymond James Financial Services, Inc.J.P. Morgan Securities LLC08-30-2013
William Douglas Kilpatrick IIIRaymond James Financial Services, Inc.J.P. Morgan Securities LLC05-15-2014
Douglas James BaylorRaymond James Financial Services, Inc.J.P. Morgan Securities LLC11-04-2014
Pamela Rae GreenwellRaymond James Financial Services, Inc.J.P. Morgan Securities LLC03-03-2015
Clayton Allen ThompsonRaymond James Financial Services, Inc.J.P. Morgan Securities LLC03-04-2015
Casey J. FryRaymond James Financial Services, Inc.J.P. Morgan Securities LLC04-01-2015
Gregory Scott SniderRaymond James Financial Services, Inc.J.P. Morgan Securities LLC05-01-2015
Critt Daniel Walton Jr.Raymond James Financial Services, Inc.J.P. Morgan Securities LLC$5005-05-2015
James E. MahanRaymond James Financial Services, Inc.J.P. Morgan Securities LLC05-08-2015
Neil Anthony LynchRaymond James Financial Services, Inc.J.P. Morgan Securities LLC06-23-2015
John Vincent SpatolaRaymond James Financial Services, Inc.J.P. Morgan Securities LLC08-05-2015
Rosa Grace BerryRaymond James Financial Services, Inc.J.P. Morgan Securities LLC08-24-2015
Vickie J. Drury-BauerRaymond James Financial Services, Inc.J.P. Morgan Securities LLC09-30-2015
Brittany Ann PugliaRaymond James Financial Services, Inc.J.P. Morgan Securities LLC$1012-04-2015
Clinton J. SamuelRaymond James Financial Services, Inc.J.P. Morgan Securities LLC01-28-2016
Nicholas Alan StacyRaymond James Financial Services, Inc.J.P. Morgan Securities LLC02-10-2016
David Lee StevensRaymond James Financial Services, Inc.J.P. Morgan Securities LLC08-03-2016
Gregory Scott KalbRaymond James Financial Services, Inc.J.P. Morgan Securities LLC08-22-2016
Jacqueline Sue MataRaymond James Financial Services, Inc.J.P. Morgan Securities LLC08-22-2016
Gary W. CoovertRaymond James Financial Services, Inc.J.P. Morgan Securities LLC10-04-2016
Robert SieglerRaymond James Financial Services, Inc.J.P. Morgan Securities LLC10-21-2016
Matthew D StanekRaymond James Financial Services, Inc.J.P. Morgan Securities LLC10-31-2016
Geoffrey Lee FranklinRaymond James Financial Services, Inc.J.P. Morgan Securities LLC$5011-01-2016
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Showing 1 to 25 of 34 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.