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.

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Recruiting Scoreboard (Q4 2020)

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
John Peter BoosalisWells Fargo Clearing Services, LLCRaymond James & Associates, Inc.$5009-03-2020
Brian Carter KeachWells Fargo Clearing Services, LLCRaymond James & Associates, Inc.09-03-2020
Brendan Michael BarryTriad Hybrid Solutions, LLCRaymond James & Associates, Inc.08-03-2020
Scott William MarcusWells Fargo Advisors Financial Network, LLCRaymond James & Associates, Inc.$10006-02-2020
Allison Williams DanielsWells Fargo Advisors Financial Network, LLCRaymond James & Associates, Inc.06-02-2020
John Stephen Inman IvWells Fargo Advisors Financial Network, LLCRaymond James & Associates, Inc.$15006-02-2020
Matthew Ryan StuckeCambridge Investment Research, Inc.Raymond James & Associates, Inc.$15005-18-2020
Jennifer Fanee ThigpenSingularity Financial Services LLCRaymond James & Associates, Inc.02-26-2020
James MacaulayE*TRADE Securities LLCRaymond James & Associates, Inc.01-17-2020
Anthony Wayne MillerStifel, Nicolaus & Company, IncorporatedRaymond James & Associates, Inc.12-03-2019
Kimberly Marie EberlyLPL Financial LLCRaymond James & Associates, Inc.11-19-2019
John-Peter Rockwell CurcioFidelity Brokerage Services LLCRaymond James & Associates, Inc.$10010-11-2019
Brent Alexander PhillipsGoldman Sachs & Co.Raymond James & Associates, Inc.04-23-2019
Jeffrey Thomas SchultzJanney Montgomery Scott LLCRaymond James & Associates, Inc.$5004-17-2019
Kevin P MckaneJanney Montgomery Scott LLCRaymond James & Associates, Inc.04-17-2019
Milic ZecevicLPL Financial LLCRaymond James & Associates, Inc.04-09-2019
Zebulon A McKinzeyAmeriprise Financial Services, LLCRaymond James & Associates, Inc.01-21-2019
Evan Kyle DavisAmeriprise Financial Services, LLCRaymond James & Associates, Inc.01-16-2019
Frederick Martin RossStifel, Nicolaus & Company, IncorporatedRaymond James & Associates, Inc.$5011-02-2018
Hafeez S FazalRegister Financial Associates, Inc.Raymond James & Associates, Inc.11-02-2018
Christopher H D CooperCharles Schwab & Co., Inc.Raymond James & Associates, Inc.10-10-2018
Paige Goza SimmonsBB&T Securities, LLCRaymond James & Associates, Inc.10-01-2018
Randall Paul MacneillAmeriprise Financial Services, LLCRaymond James & Associates, Inc.$2507-24-2018
Robert Franklin PiersonPierson Wealth ManagementRaymond James & Associates, Inc.04-16-2018
Georgia D WorthingtonMorgan StanleyRaymond James & Associates, Inc.10-14-2017
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Showing 1 to 25 of 46 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.