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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron Samuel HermanCapital Guardian, LLCRaymond James Financial Services, Inc.$25005-04-2009
Abigail Allison LinnUBS Financial Services Inc.Raymond James Financial Services, Inc.12-14-2015
Albert Robert Brown Jr.LPL Financial LLCRaymond James Financial Services, Inc.10-13-2016
Alberto ValdesCitigroup Global Markets Inc.Raymond James Financial Services, Inc.01-02-2018
Alejandro Robert BeguiristainBCI Securities, Inc.Raymond James Financial Services, Inc.$10011-15-2018
Alexsia Emmanuel SkinarakisWells Fargo Advisors Financial Network, LLCRaymond James Financial Services, Inc.$10003-08-2017
Allison Kendall LuttermoserFirestone Capital Management IncRaymond James Financial Services, Inc.11-16-2018
Andrea Christina BishopSunTrust Investment Services, Inc.Raymond James Financial Services, Inc.04-02-2009
Andrew Chandler ParksAllstate Financial Services, LLCRaymond James Financial Services, Inc.01-11-2019
Angele Mary OlsenSagePoint Financial, Inc.Raymond James Financial Services, Inc.05-01-2016
Anthony Francisco PetiscoWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Raymond James Financial Services, Inc.$10010-17-2018
Ashley Amanda ThompsonCitigroup Global Markets Inc.Raymond James Financial Services, Inc.07-05-2017
Barbara Victoria AllendeDeutsche Bank Securities Inc.Raymond James Financial Services, Inc.05-23-2014
Bernita Marie PridgettMoney Concepts Capital CorpRaymond James Financial Services, Inc.01-01-2012
Brett Scott MurphyOppenheimer & Co. Inc.Raymond James Financial Services, Inc.$50007-08-2011
Bruce Tower SchillingLionsBridge Wealth Management LLCRaymond James Financial Services, Inc.05-20-2013
Bruno PerazaCetera Advisor Networks LLCRaymond James Financial Services, Inc.$25010-29-2019
Bryant Lewis RansomMetLife Securities Inc.Raymond James Financial Services, Inc.09-29-2015
Chad J. MillerLPL Financial LLCRaymond James Financial Services, Inc.10-14-2014
Charles James ThompsonLPL Financial LLCRaymond James Financial Services, Inc.08-27-2014
Christian Edward Rowland ICUSO Financial Services, L.P.Raymond James Financial Services, Inc.09-18-2017
Christine Ellen WiederholdAmeriprise Financial Services, Inc.Raymond James Financial Services, Inc.02-28-2018
Christopher Shannon HudgensLPL Financial LLCRaymond James Financial Services, Inc.$25008-20-2010
Christopher Stephen JorgensenSummit Brokerage Services, Inc.Raymond James Financial Services, Inc.$20001-23-2012
Claiborne Barksdale Morton IIIFiduciaryplanreviewRaymond James Financial Services, Inc.09-01-2009
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Showing 1 to 25 of 127 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


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