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
Edmond John PhillipsAmeriprise Financial Services, Inc.Raymond James Financial Services, Inc.$5002-28-2018
Christine Ellen WiederholdAmeriprise Financial Services, Inc.Raymond James Financial Services, Inc.02-28-2018
Galin Wynn CristAmeriprise Financial Services, Inc.Raymond James Financial Services, Inc.09-22-2017
Tad Michael SacheckAtlantic Wealth Partners, LLCRaymond James Financial Services, Inc.11-27-2018
Joseph Stuart MyersCalton & Associates, Inc.Raymond James Financial Services, Inc.$5002-26-2016
Lawrence W NordmannCantella & Co., Inc.Raymond James Financial Services, Inc.08-23-2018
Alberto ValdesCitigroup Global Markets Inc.Raymond James Financial Services, Inc.01-02-2018
Steven Paul ColacurcioDawson James Securities, Inc.Raymond James Financial Services, Inc.06-10-2009
Patricia Kay ElwoodFifth Third Securities, Inc.Raymond James Financial Services, Inc.08-13-2013
Thomas Anthony EspositoFive Points Investment Advisors, LLCRaymond James Financial Services, Inc.11-17-2017
Timothy Matthew SchultzJ.W. Cole Financial, Inc.Raymond James Financial Services, Inc.07-16-2014
Matthew Thomas KlockeKlocke Capital Group, LLCRaymond James Financial Services, Inc.02-07-2011
Eduard Hendrik Van RaayKovack Securities Inc.Raymond James Financial Services, Inc.12-12-2011
Daniel Anthony IosueLincoln InvestmentRaymond James Financial Services, Inc.09-19-2016
Eduardo Calixto RizoLPL Financial LLCRaymond James Financial Services, Inc.07-11-2017
Albert Robert Brown Jr.LPL Financial LLCRaymond James Financial Services, Inc.10-13-2016
Chad J. MillerLPL Financial LLCRaymond James Financial Services, Inc.10-14-2014
William Walter BrillLPL Financial LLCRaymond James Financial Services, Inc.09-02-2014
Charles James ThompsonLPL Financial LLCRaymond James Financial Services, Inc.08-27-2014
Richard James DibiasioLPL Financial LLCRaymond James Financial Services, Inc.$5001-10-2013
Keith Allan Svendby Jr.LPL Financial LLCRaymond James Financial Services, Inc.$5003-23-2011
Christopher Shannon HudgensLPL Financial LLCRaymond James Financial Services, Inc.$2508-20-2010
Jorge Ivan Rios Jr.Merrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James Financial Services, Inc.01-04-2012
Mario Joseph PayneMJP FinancialRaymond James Financial Services, Inc.02-15-2019
Kendal Ashley FordhamMJP FinancialRaymond James Financial Services, Inc.02-14-2019
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Showing 1 to 25 of 922 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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