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
Sarah Noella SantanaRaymond James Financial Services Advisors, IncEdward Jones08-02-2019
Stacy Ray BrownRaymond James Financial Services Advisors, IncProspera Financial Services, Inc.07-31-2019
Jennifer N NicholsRaymond James Financial Services Advisors, IncProspera Financial Services, Inc.07-31-2019
Rebecca Weldon MonishRaymond James Financial Services Advisors, IncResource Partners LLC01-02-2019
Sherrill Franklin Young IIIRaymond James Financial Services Advisors, IncResource Partners LLC01-02-2019
Carl Vernon Cline IIIRaymond James Financial Services Advisors, IncResource Partners LLC01-02-2019
Sherrill Franklin Young Jr.Raymond James Financial Services Advisors, IncResource Partners LLC01-02-2019
William Robert AllbrightRaymond James Financial Services Advisors, IncAllbright Financial Advisors Inc11-01-2018
Thomas Lawrence JenneRaymond James Financial Services Advisors, IncHornor, Townsend & Kent, LLC07-18-2018
Theresa Marie PatronRaymond James Financial Services Advisors, IncSage Private Wealth Group, LLC05-15-2017
Laura Ann WebbRaymond James Financial Services Advisors, IncWebb Investment Services, Inc.11-24-2014
Jeffrey Scott BlaserRaymond James Financial Services Advisors, IncBlaser Investment Management Group, LLC11-14-2014
Frederick Jack DawsonRaymond James Financial Services Advisors, IncBassett, Dawson & Foy, Inc.10-23-2014
Bradley Jason FoyRaymond James Financial Services Advisors, IncBassett, Dawson & Foy, Inc.10-23-2014
Brian Douglas DawsonRaymond James Financial Services Advisors, IncBassett, Dawson & Foy, Inc.10-23-2014
Brian Seth OrolRaymond James Financial Services Advisors, IncStrategic Wealth Management06-25-2014
Michael Edward MaierleRaymond James Financial Services Advisors, IncMML Investors Services, LLC09-13-2013
Thomas Wayne BuckRaymond James Financial Services Advisors, IncThomas W. Buck, Investment Advisor03-28-2013
Mark Charles ButterworthRaymond James Financial Services Advisors, IncButterworth Financial Advisory, LLC01-30-2013
Barbara Allen KoomanRaymond James Financial Services Advisors, IncKooman & Associates, Inc.04-02-2012
Connie Strickland WebbRaymond James Financial Services Advisors, IncQuest Capital Management, Inc.01-09-2012
Chanley Matthew ChristmanRaymond James Financial Services Advisors, IncPierce Financial Planning, Inc.08-24-2011
Chandy Hannebaum WilcoxonRaymond James Financial Services Advisors, IncVero Wealth04-15-2011
Dennis Scott BushRaymond James Financial Services Advisors, IncBush Polen & Associates Inc03-25-2011
Carl Christian JorgensenRaymond James Financial Services Advisors, IncCarl Christian Jorgensen03-15-2011
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Showing 1 to 25 of 923 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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