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.

Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
David Edward AyalaRaymond James Financial Services, Inc.MML Investors Services, LLC12-18-2019
Christopher Mark HilyerRaymond James Financial Services, Inc.MML Investors Services, LLC12-18-2019
Christopher Hunt CannonRaymond James Financial Services, Inc.MML Investors Services, LLC08-09-2019
Robert Lee MooreRaymond James Financial Services, Inc.MML Investors Services, LLC06-03-2019
Jeremy N. WissRaymond James Financial Services, Inc.MML Investors Services, LLC$50001-08-2019
Andrew Damian BakerRaymond James Financial Services, Inc.MML Investors Services, LLC$25012-03-2018
Stephen Logan DayRaymond James Financial Services, Inc.MML Investors Services, LLC12-03-2018
John James WhiteRaymond James Financial Services, Inc.MML Investors Services, LLC10-31-2018
Daniel Garber BurleighRaymond James Financial Services, Inc.MML Investors Services, LLC06-01-2018
Manuel Alonso IIIRaymond James Financial Services, Inc.MML Investors Services, LLC05-15-2018
Raymond John Zukowski Jr.Raymond James Financial Services, Inc.MML Investors Services, LLC05-07-2018
David Edwin GlazeRaymond James Financial Services, Inc.MML Investors Services, LLC04-12-2018
Neal GordonRaymond James Financial Services, Inc.MML Investors Services, LLC$50002-07-2018
Ottilia Boechat SturaRaymond James Financial Services, Inc.MML Investors Services, LLC02-07-2018
Jonathan William BurnsRaymond James Financial Services, Inc.MML Investors Services, LLC$10009-07-2017
Scott Charles AndersonRaymond James Financial Services, Inc.MML Investors Services, LLC$25009-07-2017
Kasey James KinneyRaymond James Financial Services, Inc.MML Investors Services, LLC09-07-2017
Leslie Lynne BowmanRaymond James Financial Services, Inc.MML Investors Services, LLC09-07-2017
Deborah MyersRaymond James Financial Services, Inc.MML Investors Services, LLC08-30-2017
Yale J. LewisRaymond James Financial Services, Inc.MML Investors Services, LLC06-16-2017
Edward Michael ZadwornyRaymond James Financial Services, Inc.MML Investors Services, LLC12-02-2015
Michael Scott JohnsonRaymond James Financial Services, Inc.MML Investors Services, LLC$25012-01-2015
Amar Nahida SaatiRaymond James Financial Services, Inc.MML Investors Services, LLC05-29-2015
Joseph David StaffordRaymond James Financial Services, Inc.MML Investors Services, LLC05-01-2015
Karen Denise RinehartRaymond James Financial Services, Inc.MML Investors Services, LLC07-19-2013
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Showing 1 to 25 of 27 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.

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