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
Carlos Enrique Caceres Jr.Raymond James Financial Services, Inc.CUSO Financial Services, L.P.09-19-2019
Terrance William ArgesRaymond James Financial Services, Inc.CUSO Financial Services, L.P.09-19-2019
Samuel AhnRaymond James Financial Services, Inc.CUSO Financial Services, L.P.09-19-2019
Evan Taejin ChungRaymond James Financial Services, Inc.Cantella & Co., Inc.07-17-2019
Christopher HartRaymond James Financial Services, Inc.Thrivent Investment Management Inc.06-14-2019
Amy Nuttall ZwaanRaymond James Financial Services, Inc.The Wealth Consulting Group11-29-2018
Michele Ann IngRaymond James Financial Services, Inc.Edward Jones11-05-2018
Robert Cory PowellRaymond James Financial Services, Inc.Raymond James & Associates, Inc.08-08-2018
Justin Michael GroverRaymond James Financial Services, Inc.Raymond James & Associates, Inc.08-08-2018
Christopher Andrew MeltonRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC07-05-2018
Katelyn MesaRaymond James Financial Services, Inc.Edward Jones06-21-2018
Greg CancinoRaymond James Financial Services, Inc.Edward Jones06-04-2018
Ryan Allan MidkiffRaymond James Financial Services, Inc.LPL Financial LLC01-24-2018
Eddy Chiwen WangRaymond James Financial Services, Inc.Charles Schwab & Co., Inc.01-16-2018
Blaine ShiraRaymond James Financial Services, Inc.LPL Financial LLC01-12-2018
Christopher W. CampbellRaymond James Financial Services, Inc.Waddell & Reed11-06-2017
Timothy Lawrence WelchRaymond James Financial Services, Inc.Investment Centers of America, Inc.11-01-2017
Robert Anton FaustRaymond James Financial Services, Inc.Investment Centers of America, Inc.11-01-2017
Dennis Munsayac Ortiz-LuisRaymond James Financial Services, Inc.Waddell & Reed10-27-2017
Julie Janette Young-SedilloRaymond James Financial Services, Inc.Crown Capital Securities, L.P.10-05-2017
Nancy Elizabeth Lewis-HeliotesRaymond James Financial Services, Inc.Cetera Advisor Networks LLC09-25-2017
Paulette Lisa JacobsonRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC06-02-2017
Linda Lee SaranchaRaymond James Financial Services, Inc.National Planning Corporation04-12-2017
Tyler TiltonRaymond James Financial Services, Inc.Waddell & Reed03-03-2017
Ian RosenfieldRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC10-28-2016
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Showing 1 to 25 of 161 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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