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
Aaron Michael SchmitRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Alan Charles RayRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Alan Douglas JordanRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Alan Franklin BurkeRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Alan John BenwareRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.09-10-2009
Alan PascaleRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.05-06-2009
Albert Vincent Silvestri IIIRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Alden Eugene FarrRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Alfonso ValenteRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Alfred Morgan MarquardtRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Allan Scott LynnRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Allison Graham SpanglerRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Amanda Ruth Wolcott BirdsallRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Amie Elizabeth MarksRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Amy Beth ZimmermanRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Amy HarrisonRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Ancel Eugene AiringtonRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Ancel Leroy SappRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Andrew David KoenigRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Andrew Gordon PhillipsRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.05-08-2009
Andrew Jacob ShermanRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Andrew James AlexanderRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Andrew Joseph AndersonRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Andrew Lane BollingRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Andrew ThompsonRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
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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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