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
Daniel Patrick MaroneyRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$10011-01-2019
Rachel Elizabeth RathRaymond James Financial Services, Inc.Charles Schwab & Co., Inc.10-28-2019
Edmond John PhillipsRaymond James Financial Services, Inc.Ameriprise Financial Services, Inc.$5010-22-2019
John JenningsRaymond James Financial Services, Inc.Morgan Stanley$10610-04-2019
Evan J. MayerRaymond James Financial Services, Inc.Suntrust Investment Services$18408-09-2019
Dennis James Casey Jr.Raymond James Financial Services, Inc.Suntrust Advisory Services, Inc.$15008-23-2019
Gregory Paul PhillipsRaymond James Financial Services, Inc.Raymond James & Associates, Inc.08-13-2019
Evan Jeremy MayerRaymond James Financial Services, Inc.Suntrust Advisory Services, Inc.$15008-09-2019
Michael Richard KannerRaymond James Financial Services, Inc.Morgan Stanley07-11-2019
Sean MolloyRaymond James Financial Services, Inc.Ameriprise Financial Services, Inc.$5007-08-2019
Bryan Lee BlackwellRaymond James Financial Services, Inc.Ameriprise Financial Services, Inc.$1007-08-2019
Nancy Jean OnderkoRaymond James Financial Services, Inc.Ameriprise Financial Services, Inc.07-08-2019
Lindsey Revere Hansen IIRaymond James Financial Services, Inc.SunTrust Investment Services, Inc.$15005-10-2019
Thomas Michael Udovich Jr.Raymond James Financial Services, Inc.SunTrust Investment Services, Inc.05-10-2019
Frank HujsaRaymond James Financial Services, Inc.SunTrust Investment Services, Inc.05-10-2019
Travis Garrett WichmanRaymond James Financial Services, Inc.Morgan Stanley$5004-17-2019
Ronald James RadnerRaymond James Financial Services, Inc.Edward Jones03-29-2019
Alex Robert BeguiristainRaymond James Financial Services, Inc.BCI Securities, Inc.$10003-14-2019
Richard Anthony AlbertRaymond James Financial Services, Inc.UBS Financial Services Inc.$10002-22-2019
Peter D. KlockRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC12-18-2018
Dustin Winship HendersonRaymond James Financial Services, Inc.Eagle Asset Management Inc12-07-2018
Robert Mark WeissRaymond James Financial Services, Inc.Morgan Stanley$7010-19-2018
Peter William MuehleckRaymond James Financial Services, Inc.Raymond James & Associates, Inc.$3710-11-2018
Ryan Patrick HigginsRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC08-31-2018
Ryan Douglas LeflerRaymond James Financial Services, Inc.GWN Securities Inc.08-24-2018
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Showing 1 to 25 of 224 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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