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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Recruiting Scoreboard (Q4 2020)

Recruiting Gains

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Recruiting Losses

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Net Gains

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Net Losses

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Patrick FultonRaymond James financial Services, Inc.Edward Jones$17506-11-2020
Scott Southerland Jeff Cox Mark Whitley Josh HolbyRaymond James financial Services, Inc.BB&T Securities, LLC$67806-18-2020
Matt ThielRaymond James financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$11506-05-2020
Michael Brown Tammy Brown Adam BrownRaymond James Financial Services, Inc.UBS Financial Services Inc.$30006-03-2020
Chris BaileyRaymond James Financial Services, Inc.Infinex Investments, Inc.$19003-02-2020
Jarrod Liebel Raymond James Financial Services, Inc.Infinex Investments, Inc.10-02-2019
Evan J MayerRaymond James Financial Services, Inc.SunTrust Investment Services, Inc.$18408-09-2019
David AhlquistRaymond James Financial Services, Inc.TIAA-CREF Individual & Institutional Services, LLC$60005-28-2019
Matt Jung Daniel Dunham Kim Laird Raymond James Financial Services, Inc.Waddell & Reed$28505-21-2020
Bill DendyRaymond James Financial Services, Inc.LPL Financial LLC$41503-31-2020
Jeffrey Hendel Morgan Weil Rinaldo Crassa Peter HalliwellRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC$24509-19-2019
Richard Kelton Ryan Kelton Sean KeltonRaymond James Financial Services, Inc.Northwestern Mutual Investment Services, LLC$60009-03-2019
Kevin Bannister Mark Raney Nevin Cavanaugh Hobie BannisterRaymond James Financial Services, Inc.RBC Capital Markets, LLC$24010-30-2019
Sid Grant Raymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$23004-30-2020
Jimmy JR Blackburn Reed Potter JrRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$24110-11-2019
John JenningsRaymond James Financial Services, Inc.Morgan Stanley$10610-04-2019
Lee Henderson George Hutter Megan Giardina Christine Shea Patrick KunglRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$37206-17-2019
Dustin Ness Chris Nuetzel Keith SweigertRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$30005-24-2019
Austin Heberger Gavin LeeRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$35005-23-2019
David A McBee Michael M Mikeska Michael Peschel Brittany SmithRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$58704-30-2019
Justin G DavisRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$12003-18-2019
Erik WeissRaymond James Financial Services, Inc.JPMorgan Chase & Co.$20009-13-2019
Jack Arthur KristofRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$4209-29-2020
Michael James MurrayRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC09-29-2020
Eliza Turner McKewenRaymond James Financial Services, Inc.Morgan Stanley$5009-28-2020
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Showing 1 to 25 of 2,799 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.