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
Thomas Lawrence JenneRaymond James Financial Services Advisors, IncHornor, Townsend & Kent, LLC07-18-2018
Jeffrey Scott BlaserRaymond James Financial Services Advisors, IncBlaser Investment Management Group, LLC11-14-2014
Walter Dale Crossley Jr.Raymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.10-30-2009
Guia Estrella Brown-RossowRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.09-28-2009
Tammy Lynette FriendRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.09-21-2009
Gerhardi UnderhayRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.09-17-2009
Daniel Latimer GilmoreRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.09-10-2009
Alan John BenwareRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.09-10-2009
Karen Marie PlotkinRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.09-03-2009
Manuel Francisco GarciaRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.09-02-2009
James Brent PowersRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.08-27-2009
Jeffrey Joseph DrapalaRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.08-17-2009
Kevin Irving DriscollRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.08-13-2009
Carol Ann McIltrotRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.08-12-2009
Jeffrey Mark DickinsonRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.08-12-2009
Martha Jean InnesRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.08-12-2009
Jonathan Greg ElstonRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.08-12-2009
John Herman BartonRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.08-12-2009
Wendy Lynn EvansRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.08-12-2009
Vincent Robert Ebbecke Sr.Raymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.08-12-2009
Don Craig OppermanRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.08-12-2009
James Keith ArnoldRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.08-06-2009
Sheldon Clark IIIRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.08-03-2009
Dennis Michael CraigRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.08-03-2009
Robert Anthony AlftRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.08-03-2009
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Showing 1 to 25 of 869 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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