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.

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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
Michael James MurrayRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC09-29-2020
Christopher Noel WilliamsRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC07-29-2020
Kelly Lisa HoltmanRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC07-29-2020
Michael Joseph KrupaRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC01-09-2020
Eugene Scott KellerRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC12-06-2019
Robert Geoffrey DonelanRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC10-17-2019
Stephen Q NesbitRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC10-17-2019
Ryan Frederick RobertshawRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC09-20-2019
Zachary Christopher JonesRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC09-20-2019
Tanner Keais HoytRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC09-19-2019
Robert Dean Pippenger JrRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC06-25-2019
Bradley Craig BrailRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC03-18-2019
Michelle Lee GaskillRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC03-18-2019
Easton David MossmanRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC03-18-2019
David Anthony WeberRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC01-04-2019
Jennifer Lynn BrannonRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC10-22-2018
Gregory Allen CooperRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC10-22-2018
Christian Brian RafoolRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC08-31-2018
Kyle Lynn DunningRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC08-22-2018
Alexander Trewitt BurroughsRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC08-16-2018
Ronald Walter BurdekinRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC07-23-2018
James Leon Smith JrRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC05-24-2018
Benjamin Todd AlexanderRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC05-03-2018
Rex Skyler ClevengerRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC03-20-2018
Dustin Edward MarlettRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC02-13-2018
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Showing 1 to 25 of 148 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.