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
Bryan Lee BlackwellRaymond James Financial Services, Inc.Ameriprise Financial Services, Inc.$10007-08-2019
Sean MolloyRaymond James Financial Services, Inc.Ameriprise Financial Services, Inc.$50007-08-2019
Nancy Jean OnderkoRaymond James Financial Services, Inc.Ameriprise Financial Services, Inc.$54007-08-2019
Perry Franklin CarterRaymond James Financial Services, Inc.Arca Capital Investments, Inc.03-15-2019
Jonathan Steven KoesterRaymond James Financial Services, Inc.AXIO Financial LLC$10001-10-2019
Alex Robert BeguiristainRaymond James Financial Services, Inc.BCI Securities, Inc.$10003-14-2019
Jeffrey Alan ClarkRaymond James Financial Services, Inc.Cetera Advisor Networks LLC$10006-27-2019
Emily Kristen BosterRaymond James Financial Services, Inc.Cetera Advisor Networks LLC10-04-2018
Sophia L. GoodeRaymond James Financial Services, Inc.Charles Schwab & Co., Inc.08-13-2018
Matthew Lyle SchaeferRaymond James Financial Services, Inc.Deutsche Bank Securities Inc.04-29-2019
Ronald James RadnerRaymond James Financial Services, Inc.Edward Jones$10003-29-2019
Nicholas J HughesRaymond James Financial Services, Inc.Edward Jones11-14-2018
Jeffrey Edward ZientaraRaymond James Financial Services, Inc.G.F. Investment Services, LLC$10009-12-2018
Ryan Douglas LeflerRaymond James Financial Services, Inc.GWN Securities Inc.08-24-2018
Christopher Mark SarrisRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated05-08-2019
Paul Christopher CiardiRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated03-22-2019
Emily Jean SmithRaymond James Financial Services, Inc.Morgan Stanley07-15-2019
Michael Richard KannerRaymond James Financial Services, Inc.Morgan Stanley$50007-11-2019
Travis Garrett WichmanRaymond James Financial Services, Inc.Morgan Stanley$50004-17-2019
Nicholas Anthony GiambriRaymond James Financial Services, Inc.Morgan Stanley02-22-2019
Frankie GonzalezRaymond James Financial Services, Inc.Morgan Stanley02-22-2019
Robert Mark WeissRaymond James Financial Services, Inc.Morgan Stanley$70010-19-2018
Brooke Harris MartinRaymond James Financial Services, Inc.Northwestern Mutual Investment Services, LLC10-23-2018
Ceferino RodriguezRaymond James Financial Services, Inc.Raymond James & Associates, Inc.02-25-2019
Eric Bruce BotwinikRaymond James Financial Services, Inc.Summit Brokerage Services, Inc.05-10-2019
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Showing 1 to 25 of 39 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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