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
Mark Allen ParsonsParsons Financial Group, LLCRaymond James Financial Services, Inc.05-16-2019
Ramesh MadhusudanRM Private Wealth Management Inc.Raymond James Financial Services, Inc.02-20-2019
Mario Joseph PayneMJP FinancialRaymond James Financial Services, Inc.02-15-2019
Kendal Ashley FordhamMJP FinancialRaymond James Financial Services, Inc.02-14-2019
Tad Michael SacheckAtlantic Wealth Partners, LLCRaymond James Financial Services, Inc.11-27-2018
Alejandro Robert BeguiristainBCI Securities, Inc.Raymond James Financial Services, Inc.11-15-2018
Mark Andrew TudorCollaborative WealthRaymond James Financial Services, Inc.10-31-2018
Anthony Francisco PetiscoWells Fargo Clearing Services, LLCRaymond James Financial Services, Inc.$1010-17-2018
Lawrence William NordmannCantella & Co., Inc.Raymond James Financial Services, Inc.08-23-2018
Douglas Adam GerrardProvenance Wealth AdvisorsRaymond James Financial Services, Inc.07-05-2018
Edmond John PhillipsAmeriprise Financial Services, Inc.Raymond James Financial Services, Inc.$5002-28-2018
Alberto ValdesCitigroup Global Markets Inc.Raymond James Financial Services, Inc.01-02-2018
Tiffany Frances KingSymphony Financial TeamRaymond James Financial Services, Inc.11-28-2017
Thomas Anthony EspositoFive Points Investment Advisors, LLCRaymond James Financial Services, Inc.11-17-2017
Galin Wynn CristAmeriprise Financial Services, Inc.Raymond James Financial Services, Inc.09-22-2017
Christian Edward Rowland ICUSO Financial Services, L.P.Raymond James Financial Services, Inc.09-18-2017
Jennifer Mary FergusonSymphony Financial TeamRaymond James Financial Services, Inc.08-04-2017
Patricia Ann MurphyNorthwestern Mutual Investment Services, LLCRaymond James Financial Services, Inc.07-20-2017
Eduardo Calixto RizoLPL Financial LLCRaymond James Financial Services, Inc.$107-11-2017
William Joseph Murphy IIICamarda Wealth Advisory GroupRaymond James Financial Services, Inc.06-26-2017
William Jewett Warner IIILPL Financial LLCRaymond James Financial Services, Inc.11-01-2016
Albert Robert Brown Jr.LPL Financial LLCRaymond James Financial Services, Inc.10-13-2016
Daniel Anthony IosueLincoln InvestmentRaymond James Financial Services, Inc.09-19-2016
Angele Mary OlsenSagePoint Financial, Inc.Raymond James Financial Services, Inc.05-01-2016
James Robert CaldwellPNC InvestmentsRaymond James Financial Services, Inc.04-08-2016
Next Page »

Showing 1 to 25 of 99 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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