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
Allen Paul Petway Jr.Raymond James Financial Services, Inc.LPL Financial LLC$10001-15-2016
Angela Faye PetersonRaymond James Financial Services, Inc.Raymond James & Associates, Inc.$1011-02-2009
Barbara Anne DentonRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC05-06-2016
Beverly Jean TrainorRaymond James Financial Services, Inc.Edward Jones$2507-29-2015
Bryan Todd OglesbyRaymond James Financial Services, Inc.Raymond James & Associates, Inc.$2509-17-2018
Charles Francis McAteer IIIRaymond James Financial Services, Inc.Morgan Stanley$2501-30-2015
Charles Frost WhiteRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$10006-18-2010
Charles Walter Collins Jr.Raymond James Financial Services, Inc.Raymond James & Associates, Inc.$5011-01-2018
Christina Dominguez JonesRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$10005-06-2016
Christopher Michael RayRaymond James Financial Services, Inc.SunTrust Advisory Services, Inc.09-20-2019
Christopher Paul CantrellRaymond James Financial Services, Inc.INVEST Financial Corporation10-10-2014
Craig Alan HouckRaymond James Financial Services, Inc.Morgan Stanley$5008-01-2014
David Andrew BurgRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5004-24-2009
David Griffin HunterRaymond James Financial Services, Inc.Raymond James & Associates, Inc.07-05-2016
David Harris Steger Jr.Raymond James Financial Services, Inc.Raymond James & Associates, Inc.$2504-01-2013
Donald Bruce KellyRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC09-03-2013
Doyle Kipling DominyRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC09-03-2013
Edward Denton AriailRaymond James Financial Services, Inc.Morgan Stanley04-04-2012
Erik A. SelnessRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$1005-01-2015
Gary Edward SchantzRaymond James Financial Services, Inc.Sovereign Legacy Securities, Inc.11-02-2017
Glen Alan MerrittRaymond James Financial Services, Inc.Raymond James & Associates, Inc.$1003-25-2011
Gregory Alan LesterRaymond James Financial Services, Inc.Janney Montgomery Scott LLC$2504-04-2014
Heather Lynn FergusonRaymond James Financial Services, Inc.Stifel, Nicolaus & Company, Incorporated$5003-27-2018
James Allen Dickson Jr.Raymond James Financial Services, Inc.Ameriprise Financial Services, Inc.$5010-02-2009
James D. Kellogg Jr.Raymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC07-05-2012
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Showing 1 to 25 of 68 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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