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
Jerry David BassRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Ronn Nelson NugerRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Kenneth George SchieleRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Phillip Geoffrey BallRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Michael Bennett RossRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Martin Dana HandegardRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Todd Michael TrzaskomaRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Robert Lloyd BorchardtRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Brick Wendell Sturgeon Jr.Raymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Mark Steven DahlenburgRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Michael Norman FleuryRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Stephen Ernest NortonRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Joseph Anthony AmalfitanoRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Brian Jerome RiceRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
David Anthony RaoRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Tony Joe Akin Jr.Raymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Perry Alan PiacentiRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Robert Eugene OchRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Andrew David KoenigRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Thomas A. WalshRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Denny Joseph StoddardRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Charles David CrouchRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Joseph Troy SchmeingRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
David Brian RileyRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Dean Bennett WilliamsonRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
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Showing 251 to 275 of 8,423 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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