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
John Martin KoomanRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.$15001-02-2009
Marciasue Schoolfield SpellmanRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Harry Karl FooteRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.$2501-02-2009
Hudson Berney Ragan IiiRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.$5001-02-2009
Kevin Patrick SullivanRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.$101-02-2009
John David SimeoneRaymond James Financial Services Advisors, IncWells Fargo Clearing Services, LLC$2501-02-2009
Todd Matthew WikeRaymond James Financial Services Advisors, IncRaymond James Financial Services, Inc.01-02-2009
Jon Emmett ShulerRaymond James Financial Services Advisors, IncWealth Management Associates, Inc.$10001-22-2009
Davis Mikiel BrownRaymond James Financial Services Advisors, IncSA Stone Wealth Management Inc.03-12-2009
Rodney Gordon TalbotRaymond James Financial Services Advisors, IncTalbot Asset Management Corp.$5005-27-2009
Jeffrey Scott BlaserRaymond James Financial Services Advisors, IncBlaser Investment Management Group, LLC$5011-14-2014
Mary Sarres NelsonRaymond James Financial Services Advisors, IncCalton & Associates, Inc.12-03-2019
Mohammed A AnsariRaymond James Financial Services Advisors, IncDoyens Capital Management Inc.06-15-2020
Charles Albert Hall IIIRaymond James Financial Services Advisors, IncWells Fargo Clearing Services, LLC$10010-02-2020

Showing 1 to 14 of 14 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.