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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Karl John SevierRaymond James Financial Services, Inc.Raymond James & Associates, Inc.01-02-2009
Christopher Steven LangeRaymond James Financial Services, Inc.Raymond James & Associates, Inc.01-02-2009
Nathan Allen EllerbeeRaymond James Financial Services, Inc.Raymond James & Associates, Inc.01-02-2009
Brennan Neil WoodRaymond James Financial Services Advisors, IncRaymond James & Associates, Inc.04-13-2009
Darrin Robert HalseyKovack Securities Inc.Raymond James & Associates, Inc.04-28-2009
John Carlos SarlatLPL Financial LLCRaymond James & Associates, Inc.06-01-2009
David Charles KirkRaymond James Financial Services, Inc.Raymond James & Associates, Inc.$5011-11-2009
Michael Ian TormeyEdward JonesRaymond James & Associates, Inc.$5008-11-2010
Michael Charles RowlandUBS Financial Services Inc.Raymond James & Associates, Inc.$1009-03-2010
Igor FeldmanMorgan StanleyRaymond James & Associates, Inc.$15009-29-2010
Candy D. MurphyInvestacorp, Inc.Raymond James & Associates, Inc.$1001-28-2011
Abraham Paul HorowitzMorgan StanleyRaymond James & Associates, Inc.01-28-2011
Timothy T AumannEdward JonesRaymond James & Associates, Inc.$1010-28-2011
Anthony J FerroAmeriprise Financial Services, Inc.Raymond James & Associates, Inc.$5011-01-2011
Guy Anthony ColellaAmeriprise Financial Services, Inc.Raymond James & Associates, Inc.$5011-04-2011
Bradley Joseph Ross, Rosario Cammarata Jr.UBS Financial Services Inc.Raymond James & Associates, Inc.$5011-17-2011
Richard D. SmithRaymond James Financial Services, Inc.Raymond James & Associates, Inc.12-12-2011
Douglas James FrevertRaymond James Financial Services, Inc.Raymond James & Associates, Inc.$5003-15-2012
Paul Harvey SelfPFS Investments Inc.Raymond James & Associates, Inc.04-20-2012
Hossam Mohamad NasserRaymond James Financial Services, Inc.Raymond James & Associates, Inc.06-01-2012
Eric Arthur KleinbergMorgan StanleyRaymond James & Associates, Inc.$2508-06-2012
Jan Louis GrobsteinRaymond James Financial Services, Inc.Raymond James & Associates, Inc.$10008-28-2012
Kevin Christopher MastalerMaclendon Wealth Management, LLCRaymond James & Associates, Inc.10-02-2012
Bruce Stuart WeisbardRaymond James Financial Services, Inc.Raymond James & Associates, Inc.01-22-2013
Hugh Michael OwensVoya Financial Advisors, Inc.Raymond James & Associates, Inc.$2502-15-2013
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Showing 1 to 25 of 137 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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