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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Joseph Alan Giangreco Jr.Raymond James Financial Services, Inc.Morgan Stanley$10003-26-2010
Ricky Marcel RhodesRaymond James Financial Services, Inc.Morgan Stanley07-20-2010
Marc Philip ScheinerRaymond James Financial Services, Inc.Morgan Stanley01-12-2011
Bradley Clark RamboRaymond James Financial Services, Inc.Morgan Stanley02-10-2012
James Lloyd HartRaymond James Financial Services, Inc.Morgan Stanley$5008-30-2012
Samuel Benjamin WeinerRaymond James Financial Services, Inc.Morgan Stanley11-15-2013
Margaret Helen RhodesRaymond James Financial Services, Inc.Morgan Stanley11-15-2013
Michael James HlavekRaymond James Financial Services, Inc.Morgan Stanley11-15-2013
Lawrence Kellogg Marsh IIIRaymond James Financial Services, Inc.Morgan Stanley12-06-2013
Matthew Wayne SchmidtRaymond James Financial Services, Inc.Morgan Stanley$5010-31-2014
John Peter LipariRaymond James Financial Services, Inc.Morgan Stanley$5002-13-2015
Richard Peter RibekRaymond James Financial Services, Inc.Morgan Stanley02-13-2015
Steven David ArtziRaymond James Financial Services, Inc.Morgan Stanley01-20-2017
Frank Van Schaack Hibbard IIIRaymond James Financial Services, Inc.Morgan Stanley$11901-26-2017
Amy Prososki RosaRaymond James Financial Services, Inc.Morgan Stanley01-26-2017
Donna Marie CarrollRaymond James Financial Services, Inc.Morgan Stanley$10002-03-2017
Ashley Ann BanksRaymond James Financial Services, Inc.Morgan Stanley$8802-03-2017
Todd Michael HoffmanRaymond James Financial Services, Inc.Morgan Stanley$10002-16-2017
Travis Aaron HadwinRaymond James Financial Services, Inc.Morgan Stanley$5002-16-2017
Angela Lynn Helmus-O'BrienRaymond James Financial Services, Inc.Morgan Stanley02-16-2017
Todd Michael SeymourRaymond James Financial Services, Inc.Morgan Stanley02-16-2017
Lindsay O. CorneilleRaymond James Financial Services, Inc.Morgan Stanley02-16-2018
Todd Joseph SteimanRaymond James Financial Services, Inc.Morgan Stanley$10005-18-2018
Robert Mark WeissRaymond James Financial Services, Inc.Morgan Stanley$7010-19-2018
Travis Garrett WichmanRaymond James Financial Services, Inc.Morgan Stanley$5004-17-2019
Next Page »

Showing 1 to 25 of 27 entries

Page 1 | 2

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.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.