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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Brian Sattler GrubbRaymond James Financial Services, Inc.Edward Jones02-11-2020
Sarah Jo StanleyRaymond James Financial Services, Inc.U.S. Bancorp Investments, Inc.01-27-2020
Kurt A. WhiteRaymond James Financial Services, Inc.Pacer Financial, Inc.12-09-2019
Christopher Gregory DelongRaymond James Financial Services, Inc.B.B. Graham & Company, Inc.06-03-2019
Evan Bernard CarabelloRaymond James Financial Services, Inc.Ryan Financial Inc.04-11-2019
Jonathan Joseph WielandRaymond James Financial Services, Inc.Edward Jones02-22-2019
Elizabeth Kay GugelRaymond James Financial Services, Inc.SagePoint Financial, Inc.11-28-2018
Andrew Michael PalmasanoRaymond James Financial Services, Inc.Black Creek Capital Markets, LLC09-28-2018
Ben Barry VossRaymond James Financial Services, Inc.Edward Jones09-07-2018
Jacob JaegleRaymond James Financial Services, Inc.Personal Capital Advisors Corporation08-29-2018
Weston Michael HagerRaymond James Financial Services, Inc.Signator Investors, Inc.04-09-2018
Anthony Donald PaulRaymond James Financial Services, Inc.Morgan Stanley11-02-2017
Nicholas Manning HamiltonRaymond James Financial Services, Inc.Morgan Stanley11-02-2017
Jamie Crystal AlexanderRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC10-02-2017
Michael J. ManosRaymond James Financial Services, Inc.Strategic Advisers LLC09-27-2017
Brian P EstepRaymond James Financial Services, Inc.TIAA-CREF Individual & Institutional Services, LLC09-06-2017
Charles Nikolaus RobinetteRaymond James Financial Services, Inc.T. Rowe Price Investment Services, Inc.08-14-2017
Patricia Ann EllerbyRaymond James Financial Services, Inc.Cetera Investment Services LLC06-14-2017
Hannah E. NearRaymond James Financial Services, Inc.Edward Jones06-06-2017
Russell Lewis HansenRaymond James Financial Services, Inc.Csfbdirect, Inc.04-21-2017
Tsali William Buakula RicketsonRaymond James Financial Services, Inc.Morgan Stanley02-17-2017
Brooke Marie SugameleRaymond James Financial Services, Inc.Morgan Stanley02-15-2017
Ryan Patrick SmithRaymond James Financial Services, Inc.Thrivent Investment Management Inc.01-19-2017
Jennifer Marie SheldonRaymond James Financial Services, Inc.Edward Jones10-24-2016
Joseph Anthony BocciRaymond James Financial Services, Inc.Edward Jones08-25-2016
Next Page »

Showing 1 to 25 of 106 entries

Page 1 | 2 | 3 | 4 | 5

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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.