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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Travis Price AlexanderRaymond James Financial Services, Inc.Ameriprise Financial Services, Inc.$5002-12-2016
Anthony Craig HauensteinRaymond James Financial Services, Inc.Ameriprise Financial Services, Inc.05-26-2015
Scott Samuel ChaffeeRaymond James Financial Services, Inc.BancWest Investment Services, Inc.01-25-2019
Brian Delbert FrederickRaymond James Financial Services, Inc.BrokersXpress LLC$1007-31-2012
Andrew William RodgersRaymond James Financial Services, Inc.BrokersXpress LLC07-31-2012
Charles Arthur CoxRaymond James Financial Services, Inc.BrokersXpress LLC07-31-2012
Brian Rene TorgersonRaymond James Financial Services, Inc.Cetera Advisor Networks LLC$2510-25-2019
Gregory John LednickyRaymond James Financial Services, Inc.Cetera Advisor Networks LLC10-25-2019
Randy Robert FlickerRaymond James Financial Services, Inc.Chase Investment Services Corp.02-25-2011
Sherif John AwadRaymond James Financial Services, Inc.Citigroup Global Markets Inc.03-17-2009
Donald Lee Kerr IIIRaymond James Financial Services, Inc.CUSO Financial Services, L.P.$1010-15-2014
Michael Patrick CooneyRaymond James Financial Services, Inc.CUSO Financial Services, L.P.01-18-2012
John Robert MacraeRaymond James Financial Services, Inc.Edward Jones$10004-11-2019
Charles Dean CotterillRaymond James Financial Services, Inc.Edward Jones$5001-22-2019
Apoorv NegiRaymond James Financial Services, Inc.Edward Jones11-29-2018
Caroline Helen AlabachRaymond James Financial Services, Inc.Edward Jones10-22-2018
Devere Scott DudleyRaymond James Financial Services, Inc.Edward Jones$10005-25-2018
Jordan James DowersRaymond James Financial Services, Inc.Edward Jones06-13-2017
Mark D. FreiseRaymond James Financial Services, Inc.Edward Jones$2508-13-2015
Ryan Dean JonesRaymond James Financial Services, Inc.Edward Jones$1004-21-2015
Matthew Wayne RossRaymond James Financial Services, Inc.Edward Jones$2501-15-2015
Steven Lee SavageRaymond James Financial Services, Inc.Edward Jones11-13-2014
Michael Alan McMurrayRaymond James Financial Services, Inc.Edward Jones10-24-2014
Kimberly Marie McDanielsRaymond James Financial Services, Inc.Edward Jones01-09-2012
John Jeffrey ReedRaymond James Financial Services, Inc.Edward Jones$1011-17-2011
Next Page »

Showing 1 to 25 of 64 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


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