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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Abduhl K. MashhoonRaymond James & Associates, Inc.Commonwealth Financial Network$5001-30-2015
Allan Mark GottliebRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$10002-13-2013
Allen Huggins Johnson Jr.Raymond James & Associates, Inc.Deutsche Bank Securities Inc.09-06-2016
Allison Marie DanielsRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Amy Marie MonsenRaymond James & Associates, Inc.John Hancock Distributors LLC07-06-2018
Andrew Richard LipseyRaymond James & Associates, Inc.American Funds Distributors, Inc.07-08-2015
Anthony Ward DyeRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$15002-13-2013
Anthony Wayne MillerRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$5002-13-2013
Barry Marc SobelRaymond James & Associates, Inc.Deutsche Bank Securities Inc.$12409-06-2016
Bjorn AndersenRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$5002-13-2013
Brandon T. HattonRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$2505-18-2018
Brian Carter KeachRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$10002-13-2013
Brian Corbett AlfordRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$2502-13-2013
Charles Edward Knox IIRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$5002-13-2013
Charles Garrett MutzRaymond James & Associates, Inc.Deutsche Bank Securities Inc.09-06-2016
Christopher C. StokesRaymond James & Associates, Inc.Edward Jones09-02-2016
Christopher Giryes ShoukryRaymond James & Associates, Inc.Goldman Sachs & Co.05-10-2016
Cody Lee HilbunRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Crawford Grandy PeaceRaymond James & Associates, Inc.Morgan Stanley$1003-08-2013
David Howard LillistonRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$2502-13-2013
David Mccullough MannRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$10010-02-2012
David P. DillonRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$5001-19-2018
David Thomas CurleyRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$10002-13-2013
David Thomas ShawRaymond James & Associates, Inc.Wallachbeth Capital LLC11-17-2016
Derrick Ramon LewisRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
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Showing 1 to 25 of 112 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.

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