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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Addison Palmer Knight Jr.Raymond James & Associates, Inc.Morgan Stanley$1002-18-2011
Aimee Lee BoggsRaymond James & Associates, Inc.Morgan Stanley11-14-2013
Alfred Joseph EsproRaymond James & Associates, Inc.Morgan Stanley$2508-16-2019
Alfred Joseph EsproRaymond James & Associates, Inc.Morgan Stanley$2508-16-2019
Alfred Joseph EsproRaymond James & Associates, Inc.Morgan Stanley$2508-16-2019
Annette RosenfieldRaymond James & Associates, Inc.Morgan Stanley11-21-2012
Brent Jason GreningerRaymond James & Associates, Inc.Morgan Stanley01-15-2016
Carlos NinoRaymond James & Associates, Inc.Morgan Stanley02-15-2019
Casey BulginRaymond James & Associates, Inc.Morgan Stanley01-18-2013
David Anthony HansonRaymond James & Associates, Inc.Morgan Stanley$5003-18-2016
David Michael HuffmanRaymond James & Associates, Inc.Morgan Stanley11-14-2013
David Michael WieseneckRaymond James & Associates, Inc.Morgan Stanley01-20-2012
Don Anthony D'Adesky, Kevin Morris Gourrier, Jose Cabrera, Ryan Christopher Weber, Matthew Cicero, Jose Alexis CabreraRaymond James & Associates, Inc.Morgan Stanley$10005-29-2015
Donald Dean HorrasRaymond James & Associates, Inc.Morgan Stanley$10011-09-2012
Edward KleinmanRaymond James & Associates, Inc.Morgan Stanley$15009-17-2018
Francis Rene FloresRaymond James & Associates, Inc.Morgan Stanley07-15-2016
Frank Albert UrbanRaymond James & Associates, Inc.Morgan Stanley$10003-18-2016
Gregory E StevensRaymond James & Associates, Inc.Morgan Stanley$5002-07-2019
Harmon M Wright Jr.Raymond James & Associates, Inc.Morgan Stanley$10002-24-2017
Henry R GrinbergRaymond James & Associates, Inc.Morgan Stanley$2506-08-2018
Jacob Koby ArinusRaymond James & Associates, Inc.Morgan Stanley$10003-04-2016
Jesse Alan PeckRaymond James & Associates, Inc.Morgan Stanley$5001-18-2013
Joseph Sharpham Jones IVRaymond James & Associates, Inc.Morgan Stanley$10003-29-2012
Julie S. PressnellRaymond James & Associates, Inc.Morgan Stanley08-24-2015
Kelso Keith Huffman Jr.Raymond James & Associates, Inc.Morgan Stanley$10003-15-2013
Next Page »

Showing 1 to 25 of 56 entries

Page 1 | 2 | 3

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.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.