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.

Recruiting Scoreboard (Q4 2020)

Recruiting Gains

Firm Total Moves

See all firms ranked by total gains

Recruiting Losses

Firm Total Moves

See all firms ranked by total losses

Net Gains

Firm Total Moves

See all firms ranked by total gains

Net Losses

Firm Total Moves

See all firms ranked by total losses

Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Brian Darrell HaugenRaymond James & Associates, Inc.UBS Financial Services Inc.$10001-23-2009
Steven Andrew CannRaymond James & Associates, Inc.UBS Financial Services Inc.$10001-23-2009
Larry Allen WildesRaymond James & Associates, Inc.UBS Financial Services Inc.$2504-27-2009
Thomas R Burdette IVRaymond James & Associates, Inc.UBS Financial Services Inc.04-30-2010
John Robert KaddisRaymond James & Associates, Inc.UBS Financial Services Inc.04-19-2011
Pedro Ernesto Harth-SilvaRaymond James & Associates, Inc.UBS Financial Services Inc.12-16-2011
Patrick Alexander BrannamRaymond James & Associates, Inc.UBS Financial Services Inc.$5005-24-2013
Konstantinos George BourisRaymond James & Associates, Inc.UBS Financial Services Inc.09-23-2013
Gary George VescioRaymond James & Associates, Inc.UBS Financial Services Inc.$5007-02-2014
Brandon LevineRaymond James & Associates, Inc.UBS Financial Services Inc.07-02-2014
Robert Kennedy TorringtonRaymond James & Associates, Inc.UBS Financial Services Inc.12-12-2014
Murphy BradshawRaymond James & Associates, Inc.UBS Financial Services Inc.04-06-2015
Jared David BrancazioRaymond James & Associates, Inc.UBS Financial Services Inc.$5005-20-2016
Kim Rachelle JensonRaymond James & Associates, Inc.UBS Financial Services Inc.07-20-2017
Michael Edward ZizmerRaymond James & Associates, Inc.UBS Financial Services Inc.$25011-30-2017
Allen Newton Jones IvRaymond James & Associates, Inc.UBS Financial Services Inc.$11511-30-2017
Lucius G Milam IvRaymond James & Associates, Inc.UBS Financial Services Inc.11-30-2017
Kimberly M LouxRaymond James & Associates, Inc.UBS Financial Services Inc.12-01-2017
Jeffrey Philip ZurekRaymond James & Associates, Inc.UBS Financial Services Inc.04-27-2018
Corey A Atterbury Steadman JrRaymond James & Associates, Inc.UBS Financial Services Inc.04-27-2018
Joe MalaveRaymond James & Associates, Inc.UBS Financial Services Inc.05-04-2018
Thomas Joseph GoelzRaymond James & Associates, Inc.UBS Financial Services Inc.05-04-2018
Dean Dougals DancerRaymond James & Associates, Inc.UBS Financial Services Inc.05-04-2018
Steven Lee GrossmanRaymond James & Associates, Inc.UBS Financial Services Inc.05-04-2018
Dominick John DibonaRaymond James & Associates, Inc.UBS Financial Services Inc.03-29-2019
Next Page »

Showing 1 to 25 of 43 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.