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.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Christopher Michael O'NeillRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$5004-16-2019
Evan Bernard CarabelloRaymond James Financial Services, Inc.LPL Financial LLC04-11-2019
Justin G. Davis Raymond James Financial Services, Inc.Wells Fargo Advisors$12003-18-2019
Justin Gregory DavisRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$1,00003-18-2019
Jonathan Joseph WielandRaymond James Financial Services, Inc.Edward Jones02-22-2019
Vicki Lynn BoeselRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC12-13-2018
Elizabeth Kay GugelRaymond James Financial Services, Inc.SagePoint Financial, Inc.11-28-2018
Andrew Michael PalmasanoRaymond James Financial Services, Inc.Black Creek Capital Markets, LLC$2509-28-2018
Ben Barry VossRaymond James Financial Services, Inc.Edward Jones09-07-2018
Jacob Martin JaegleRaymond James Financial Services, Inc.Personal Capital Advisors Corporation08-29-2018
James Leon Smith Jr.Raymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$5005-24-2018
Sandon James PurcellRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$5005-24-2018
King Sutton CavalierRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$10004-17-2018
Weston Michael HagerRaymond James Financial Services, Inc.Signator Investors, Inc.04-09-2018
David William WeheRaymond James Financial Services, Inc.Cetera Advisor Networks LLC02-01-2018
Anthony Donald PaulRaymond James Financial Services, Inc.Morgan Stanley$111-02-2017
Nicholas Manning HamiltonRaymond James Financial Services, Inc.Morgan Stanley$10011-02-2017
Carol Rogers BreglioRaymond James Financial Services, Inc.Ameriprise Financial Services, Inc.$5010-13-2017
Christopher Daniel LongRaymond James Financial Services, Inc.Ameriprise Financial Services, Inc.$10010-13-2017
Jamie Crystal AlexanderRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC10-02-2017
Michael Jason ManosRaymond James Financial Services, Inc.Fidelity Brokerage Services LLC09-27-2017
Brian P EstepRaymond James Financial Services, Inc.TIAA-CREF Individual & Institutional Services, LLC09-06-2017
Craig C. PequetteRaymond James Financial Services, Inc.Key Investment Services LLC08-15-2017
Charles Nikolaus RobinetteRaymond James Financial Services, Inc.T. Rowe Price Investment Services, Inc.$2508-14-2017
Patricia Ann EllerbyRaymond James Financial Services, Inc.Cetera Investment Services LLC$106-14-2017
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Showing 1 to 25 of 86 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.

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