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)

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Joel Paul KichlineStifel, Nicolaus & Company, IncorporatedRaymond James & Associates, Inc.$10008-10-2020
Samuel Joel KichlineStifel, Nicolaus & Company, IncorporatedRaymond James & Associates, Inc.08-10-2020
Brian McDermottStifel, Nicolaus & Company, IncorporatedRaymond James & Associates, Inc.04-08-2020
Michael Paul Jones JrStifel, Nicolaus & Company, IncorporatedRaymond James & Associates, Inc.03-27-2020
Robert Mark SteinmanStifel, Nicolaus & Company, IncorporatedRaymond James & Associates, Inc.$2503-10-2020
Kevin W ByrneStifel, Nicolaus & Company, IncorporatedRaymond James & Associates, Inc.$10012-06-2019
Anthony Wayne MillerStifel, Nicolaus & Company, IncorporatedRaymond James & Associates, Inc.12-03-2019
Erik Mclean MelvilleStifel, Nicolaus & Company, IncorporatedRaymond James & Associates, Inc.05-16-2019
Miles C LuchtenburgStifel, Nicolaus & Company, IncorporatedRaymond James & Associates, Inc.03-29-2019
Kyle Ray OwensStifel, Nicolaus & Company, IncorporatedRaymond James & Associates, Inc.03-29-2019
Ginger JonesStifel, Nicolaus & Company, IncorporatedRaymond James & Associates, Inc.02-26-2019
Robert Alan RubarthStifel, Nicolaus & Company, IncorporatedRaymond James & Associates, Inc.$4111-12-2018
Lynn Cooper FaustStifel, Nicolaus & Company, IncorporatedRaymond James & Associates, Inc.$1511-09-2018
Michael Anthony FaustStifel, Nicolaus & Company, IncorporatedRaymond James & Associates, Inc.$15011-09-2018
Frederick Martin RossStifel, Nicolaus & Company, IncorporatedRaymond James & Associates, Inc.$5011-02-2018
Rachel HallStifel, Nicolaus & Company, IncorporatedRaymond James & Associates, Inc.10-01-2018
Thomas Phillip LaporteStifel, Nicolaus & Company, IncorporatedRaymond James & Associates, Inc.$5009-24-2018
Von Alan HallauerStifel, Nicolaus & Company, IncorporatedRaymond James & Associates, Inc.$2509-24-2018
Pamela Kay SwansonStifel, Nicolaus & Company, IncorporatedRaymond James & Associates, Inc.09-24-2018
Joseph Fewsmith Lord IIIStifel, Nicolaus & Company, IncorporatedRaymond James & Associates, Inc.08-27-2018
Joseph GruberStifel, Nicolaus & Company, IncorporatedRaymond James & Associates, Inc.05-18-2018
Robert Joseph FentonStifel, Nicolaus & Company, IncorporatedRaymond James & Associates, Inc.$2505-16-2018
Brodie Joe KillianStifel, Nicolaus & Company, IncorporatedRaymond James & Associates, Inc.03-09-2018
Brandt James HakansonStifel, Nicolaus & Company, IncorporatedRaymond James & Associates, Inc.$5011-01-2017
Mark David KopkinStifel, Nicolaus & Company, IncorporatedRaymond James & Associates, Inc.$15005-04-2017
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Showing 1 to 25 of 44 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.