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

Firm Total Moves

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Recruiting Losses

Firm Total Moves

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Net Gains

Firm Total Moves

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Net Losses

Firm Total Moves

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Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Martha Anne TurnerRaymond James Financial Services, Inc.Edward Jones09-08-2020
William Spencer ReedyRaymond James Financial Services, Inc.Edward Jones$15009-08-2020
Brian Sattler GrubbRaymond James Financial Services, Inc.Edward Jones02-11-2020
James Paul Boudreau Raymond James Financial Services, Inc.Edward Jones$15008-16-2019
Brian James BoudreauRaymond James Financial Services, Inc.Edward Jones$2508-16-2019
Jonathan Joseph WielandRaymond James Financial Services, Inc.Edward Jones02-22-2019
Ben Barry VossRaymond James Financial Services, Inc.Edward Jones09-07-2018
Douglas Maurice ApplegateRaymond James Financial Services, Inc.Edward Jones$10005-19-2017
Matthew Mark SchirberRaymond James Financial Services, Inc.Edward Jones$2505-02-2017
Jennifer Marie SheldonRaymond James Financial Services, Inc.Edward Jones10-24-2016
Joseph Anthony BocciRaymond James Financial Services, Inc.Edward Jones08-25-2016
Jordan Peter FuerstRaymond James Financial Services, Inc.Edward Jones$2508-08-2016
Jerry William TurnerRaymond James Financial Services, Inc.Edward Jones03-01-2016
John Gerald Carnes JrRaymond James Financial Services, Inc.Edward Jones$3509-03-2015
Thomas Q TangRaymond James Financial Services, Inc.Edward Jones08-18-2011

Showing 1 to 15 of 15 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.