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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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Kyle Ray OwensStifel, Nicolaus & Company, IncorporatedRaymond James & Associates, Inc.03-29-2019
Robert Alan RubarthStifel, Nicolaus & Company, IncorporatedRaymond James & Associates, Inc.$4111-12-2018
Michael Anthony FaustStifel, Nicolaus & Company, IncorporatedRaymond James & Associates, Inc.$5011-09-2018
Lynn Cooper FaustStifel, Nicolaus & Company, IncorporatedRaymond James & Associates, Inc.$1511-09-2018
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.$15009-24-2018
Von A Alan HallauerStifel, Nicolaus & Company, IncorporatedRaymond James & Associates, Inc.$2509-24-2018
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.$10011-01-2017
Mark David KopkinStifel, Nicolaus & Company, IncorporatedRaymond James & Associates, Inc.$8205-04-2017
Scott Robert EnglehardtStifel, Nicolaus & Company, IncorporatedRaymond James & Associates, Inc.05-04-2017
Kevin Douglas LaurieStifel, Nicolaus & Company, IncorporatedRaymond James & Associates, Inc.04-28-2017
Jeffrey John KartheiserStifel, Nicolaus & Company, IncorporatedRaymond James & Associates, Inc.$1003-03-2017
Eleanor Loyce JordanStifel, Nicolaus & Company, IncorporatedRaymond James & Associates, Inc.$10601-23-2017
Edward Craig WingroveStifel, Nicolaus & Company, IncorporatedRaymond James & Associates, Inc.$15012-05-2016
Ann Adair ConnollyStifel, Nicolaus & Company, IncorporatedRaymond James & Associates, Inc.$11212-05-2016
George Jeffrey EddsStifel, Nicolaus & Company, IncorporatedRaymond James & Associates, Inc.01-05-2015
Morgan Stanton NixStifel, Nicolaus & Company, IncorporatedRaymond James & Associates, Inc.$1011-10-2014
William Solomon KassStifel, Nicolaus & Company, IncorporatedRaymond James & Associates, Inc.09-19-2014
Bradley Winsor SimmonsStifel, Nicolaus & Company, IncorporatedRaymond James & Associates, Inc.$2507-10-2014
Richard Vance McGalliardStifel, Nicolaus & Company, IncorporatedRaymond James & Associates, Inc.$10006-17-2014
John James McHaleStifel, Nicolaus & Company, IncorporatedRaymond James & Associates, Inc.$5006-17-2014
Margot Joyce EustaceStifel, Nicolaus & Company, IncorporatedRaymond James & Associates, Inc.06-17-2014
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Showing 1 to 25 of 31 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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