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
Dominic Joseph GiovannazzoRaymond James Financial Services, Inc.Advantage Investment Management, LLC09-24-2013
Jason Ross McCullochRaymond James Financial Services, Inc.Cetera Investment Advisers LLC02-14-2017
Jason Alan PhippsRaymond James Financial Services, Inc.Cetera Investment Advisers LLC$1004-15-2015
Jill Kathryn KlontzRaymond James Financial Services, Inc.Cetera Investment Services LLC04-15-2015
Gregory Ellis ShemasRaymond James Financial Services, Inc.Citigroup Global Markets Inc.04-16-2009
Richard Todd BohnRaymond James Financial Services, Inc.Citigroup Global Markets Inc.04-16-2009
Donald Edward MorrisRaymond James Financial Services, Inc.Citigroup Global Markets Inc.$2503-06-2009
Brian James KirshmanRaymond James Financial Services, Inc.Edward Jones$15009-06-2019
Joseph Leo MitchellRaymond James Financial Services, Inc.Edward Jones$5010-15-2018
Heather Renee AllmanRaymond James Financial Services, Inc.Edward Jones03-09-2018
Stephen Paul WrayRaymond James Financial Services, Inc.Edward Jones07-03-2017
Andrew Duncan PopeRaymond James Financial Services, Inc.Edward Jones$10002-11-2015
William Milton LendlRaymond James Financial Services, Inc.Edward Jones$10005-06-2013
Kenneth M. ReedRaymond James Financial Services, Inc.Edward Jones02-17-2012
Philip Norman ConstansRaymond James Financial Services, Inc.Edward Jones$1004-09-2010
Chris Robin KlemanRaymond James Financial Services, Inc.Fidelity Brokerage Services LLC12-02-2016
Robert Douglas Fennell Jr.Raymond James Financial Services, Inc.Hazlett, Burt & Watson, Inc.03-07-2017
Loretta Ann WinansRaymond James Financial Services, Inc.Hazlett, Burt & Watson, Inc.10-24-2016
Daniel Harold LahaieRaymond James Financial Services, Inc.Independent Financial Partners$2509-09-2016
Kenna Muriel HesselingRaymond James Financial Services, Inc.Infinex Investments, Inc.07-12-2013
Douglas James BaylorRaymond James Financial Services, Inc.J.P. Morgan Securities LLC11-04-2014
John Thomas KraftRaymond James Financial Services, Inc.J.P. Morgan Securities LLC11-26-2012
Brandon Everett HarrisonRaymond James Financial Services, Inc.LPL Financial LLC$5003-17-2017
Kevin Allen GreenRaymond James Financial Services, Inc.LPL Financial LLC03-17-2017
Christopher Scott HouseRaymond James Financial Services, Inc.LPL Financial LLC03-17-2017
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Showing 1 to 25 of 101 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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