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.

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Latest moves

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Paul Christopher CiardiRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated03-22-2019
Ronald James RadnerRaymond James Financial Services, Inc.Edward Jones03-29-2019
Travis Garrett WichmanRaymond James Financial Services, Inc.Morgan Stanley$5004-17-2019
Matthew Lyle SchaeferRaymond James Financial Services, Inc.Deutsche Bank Securities Inc.04-29-2019
Christopher Mark SarrisRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated05-08-2019
Lindsey Revere Hansen IIRaymond James Financial Services, Inc.SunTrust Investment Services, Inc.$15005-10-2019
Thomas Michael Udovich Jr.Raymond James Financial Services, Inc.SunTrust Investment Services, Inc.05-10-2019
Eric Bruce BotwinikRaymond James Financial Services, Inc.Summit Brokerage Services, Inc.05-10-2019
Frank HujsaRaymond James Financial Services, Inc.SunTrust Investment Services, Inc.05-10-2019
Dawna DuclauRaymond James Financial Services, Inc.SunTrust Investment Services, Inc.05-10-2019

Showing 1 to 10 of 10 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.