Advisers on the Move TEST

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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Adam Eliot QuelerRaymond James Financial Services, Inc.Vanguard Marketing Corporation07-21-2015
Alexander MihajlovRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC05-27-2011
Alfred Patrick GugliottaRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$1008-31-2012
Allison Marie FryRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC03-11-2020
Amanda Lynn LoflinRaymond James Financial Services, Inc.Uvest Financial Services Group, Inc.07-01-2011
Andrew Burr PorterfieldRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC06-19-2015
Andrew Ted OsborneRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$2508-19-2011
Angela Taylor EddinsRaymond James Financial Services, Inc.LPL Financial LLC11-09-2017
Angela Wall HallRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$1008-28-2015
Austin Kane HarrisRaymond James Financial Services, Inc.BB&T Securities, LLC01-17-2020
Barry D. HellerRaymond James Financial Services, Inc.Uvest Financial Services Group, Inc.10-05-2010
Belinda Mai ButlerRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$1004-19-2016
Benjamin Brinson Lewis Jr.Raymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$1,00007-06-2018
Blake Lawrence ParoRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC05-27-2011
Bradley Kirk SearsRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$5402-12-2020
Brandon Cameron HelmsRaymond James Financial Services, Inc.Principal Securities, Inc.09-28-2009
Cara Elizabeth LindnerRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC01-27-2017
Carl Randy RodgersRaymond James Financial Services, Inc.SunTrust Investment Services, Inc.$2501-24-2011
Carla Souther HauserRaymond James Financial Services, Inc.Lincoln Financial Securities Corporation$2502-29-2012
Catherine Barker SmithRaymond James Financial Services, Inc.Edward Jones06-10-2016
Catherine Lang MewbornRaymond James Financial Services, Inc.SA Stone Wealth Management Inc.$1001-21-2016
Charles Lewis SowersRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$5005-22-2015
Charles Murphy PaderickRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC10-18-2017
Chris Gregory AmysRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$10007-06-2018
Christopher Douglas BrayRaymond James Financial Services, Inc.BB&T Securities, LLC$15001-17-2020
Next Page »

Showing 1 to 25 of 156 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7

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.