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
John Wayne ChidwickRaymond James Financial Services, Inc.American Financial Management Group, Ltd.$25002-23-2017
Ealon Sydney Thompson IIIRaymond James Financial Services, Inc.American Financial Management Group, Ltd.02-23-2017
Eric Wade StaffordRaymond James Financial Services, Inc.Ameriprise Financial Services, Inc.$10010-25-2012
Randy Franklin SpiveyRaymond James Financial Services, Inc.Banc of America Investment Services, Inc.06-29-2009
Matthew Ray RiggsRaymond James Financial Services, Inc.Banc of America Investment Services, Inc.$25005-22-2009
Dustin Mychael VanweerdhuizenRaymond James Financial Services, Inc.BB&T Investment Services, Inc.11-15-2013
Michael Heath KinslandRaymond James Financial Services, Inc.BB&T Investment Services, Inc.$10009-30-2013
Christopher Douglas BrayRaymond James Financial Services, Inc.BB&T Securities, LLC$15001-17-2020
Austin Kane HarrisRaymond James Financial Services, Inc.BB&T Securities, LLC01-17-2020
Joseph David DawkinsRaymond James Financial Services, Inc.Buckhorn Capital Management LLC03-01-2011
Diane Buchanan FoxRaymond James Financial Services, Inc.Capital Investment Group, Inc.$10006-12-2015
Todd Michael AshworthRaymond James Financial Services, Inc.Capital Investment Group, Inc.$10006-12-2015
Julie Mccombs BlalockRaymond James Financial Services, Inc.Cetera Advisor Networks LLC04-06-2010
Ralph Elmer Huey Jr.Raymond James Financial Services, Inc.Cetera Advisor Networks LLC$15001-01-2010
Thomas Stacy DillonRaymond James Financial Services, Inc.Cetera Advisor Networks LLC01-01-2010
Julie Owens AllmanRaymond James Financial Services, Inc.Cetera Investment Services LLC08-14-2018
Julie Lynn CroweRaymond James Financial Services, Inc.Charles Schwab & Co., Inc.$10001-08-2018
Glen Andrew ArcherRaymond James Financial Services, Inc.Citigroup Global Markets Inc.$50004-17-2009
Megan Fogle KopkaRaymond James Financial Services, Inc.Commonwealth Financial Network07-20-2016
Joshua M WhiteRaymond James Financial Services, Inc.Cornerstone Financial Advisors$10006-03-2016
Janet Lee CarlsonRaymond James Financial Services, Inc.Davenport & Company LLC04-28-2015
Timothy Paul PortelanceRaymond James Financial Services, Inc.Edward Jones07-12-2019
Courtney H. WilliamsRaymond James Financial Services, Inc.Edward Jones$25002-22-2019
Gregory Yowell EllingtonRaymond James Financial Services, Inc.Edward Jones07-25-2016
Justin William SmithRaymond James Financial Services, Inc.Edward Jones$25006-10-2016
Next Page »

Showing 1 to 25 of 153 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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