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.

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
Robert Anthony LockhartRaymond James Financial Services, Inc.Edward Jones08-28-2020
Wade Brendan LokkaRaymond James Financial Services, Inc.Edward Jones$5012-26-2019
Tate Thomas LaheyRaymond James Financial Services, Inc.Edward Jones09-18-2019
Julie Kay TauriainenRaymond James Financial Services, Inc.Edward Jones$2508-22-2019
Sarah Noella SantanaRaymond James Financial Services, Inc.Edward Jones08-02-2019
Michele Ann IngRaymond James Financial Services, Inc.Edward Jones11-05-2018
Katelyn MesaRaymond James Financial Services, Inc.Edward Jones06-21-2018
Greg CancinoRaymond James Financial Services, Inc.Edward Jones06-04-2018
Mark Cory VivianRaymond James Financial Services, Inc.Edward Jones$5005-07-2018
Victor Shawn CollinsRaymond James Financial Services, Inc.Edward Jones07-17-2017
Jessie Edward NortonRaymond James Financial Services, Inc.Edward Jones$10001-17-2017
Jeffrey David DelarmeRaymond James Financial Services, Inc.Edward Jones05-05-2016
Vance Rockne BoyesRaymond James Financial Services, Inc.Edward Jones$3009-03-2015
Danielle Cynthia BluntRaymond James Financial Services, Inc.Edward Jones$2511-07-2014
Eric James CostelloRaymond James Financial Services, Inc.Edward Jones$10006-04-2013
Stephen A BluntRaymond James Financial Services, Inc.Edward Jones$2105-03-2013
Aivy Quynh Anh MaederRaymond James Financial Services, Inc.Edward Jones03-02-2012
Jose Marquez AscencioRaymond James Financial Services, Inc.Edward Jones10-31-2011
Robert Beckett FoleyRaymond James Financial Services, Inc.Edward Jones05-20-2011
Ali BavarianRaymond James Financial Services, Inc.Edward Jones$5004-25-2011
Yvan Huu CaoRaymond James Financial Services, Inc.Edward Jones$2502-11-2011
Loretta Petersen StrongRaymond James Financial Services, Inc.Edward Jones12-22-2010
Christian T MaederRaymond James Financial Services, Inc.Edward Jones09-14-2010

Showing 1 to 23 of 23 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.