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
Ryan Scott FitzgeraldRaymond James Financial Services, Inc.J.P. Morgan Securities LLC07-09-2020
Lydia Eva KerrRaymond James Financial Services, Inc.J.P. Morgan Securities LLC06-08-2020
Shawn Alan PearceRaymond James Financial Services, Inc.J.P. Morgan Securities LLC11-13-2019
Adam Alexander GelmonRaymond James Financial Services, Inc.J.P. Morgan Securities LLC07-12-2019
Nicholas Daniel CombsRaymond James Financial Services, Inc.J.P. Morgan Securities LLC04-01-2019
Joshua Glen PalmerRaymond James Financial Services, Inc.J.P. Morgan Securities LLC03-01-2019
Robert Charles BurksRaymond James Financial Services, Inc.J.P. Morgan Securities LLC06-08-2018
Catalina MejiaRaymond James Financial Services, Inc.J.P. Morgan Securities LLC11-01-2017
Forest Busby JrRaymond James Financial Services, Inc.J.P. Morgan Securities LLC10-06-2017
Matthew D StanekRaymond James Financial Services, Inc.J.P. Morgan Securities LLC10-31-2016
Vickie J Drury-BauerRaymond James Financial Services, Inc.J.P. Morgan Securities LLC09-30-2015
Rosa Grace BerryRaymond James Financial Services, Inc.J.P. Morgan Securities LLC08-24-2015
Critt Daniel Walton JrRaymond James Financial Services, Inc.J.P. Morgan Securities LLC05-05-2015
Douglas James BaylorRaymond James Financial Services, Inc.J.P. Morgan Securities LLC11-04-2014
John Thomas KraftRaymond James Financial Services, Inc.J.P. Morgan Securities LLC$2511-26-2012
Amy Styczynski SabinRaymond James Financial Services, Inc.J.P. Morgan Securities LLC$15007-12-2019

Showing 1 to 16 of 16 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.