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
Justin William GiffordRaymond James Financial Services, Inc.Edward Jones$110-31-2018
Jeffrey Charles PreusserRaymond James Financial Services, Inc.Morgan Stanley$110-19-2018
Mark Steven LoftusRaymond James Financial Services, Inc.Morgan Stanley$110-19-2018
Anna BouthilletteRaymond James Financial Services, Inc.PNC Investments09-17-2018
Robert Campbell Olesen Jr.Raymond James Financial Services, Inc.James T. Borello & Co.06-15-2018
Tate Thomas JonesRaymond James Financial Services, Inc.Wintrust Investments LLC$5004-20-2018
Mark Andrew RodgersRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC01-05-2018
William Francis HartmannRaymond James Financial Services, Inc.J.J.B. Hilliard, W.L. Lyons, LLC11-20-2017
Matthew Joseph EvansRaymond James Financial Services, Inc.Crown Capital Securities, L.P.06-05-2017
Richard Michael TauerRaymond James Financial Services, Inc.Scottrade, Inc.05-30-2017
Brian Thomas GrayRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$105-26-2017
Mark Stephen HofstetterRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$1005-26-2017
William L. ReapRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$1205-26-2017
Melissa Sue SchachnerRaymond James Financial Services, Inc.Edward Jones05-05-2017
Matthew John QuallRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC03-03-2017
Brett Andrew StaalandRaymond James Financial Services, Inc.B. Riley Wealth Management01-30-2017
Kent Sanderson TravisRaymond James Financial Services, Inc.Equity Services, Inc.01-23-2017
Chad Christopher AltadonnaRaymond James Financial Services, Inc.Brokers International Financial Services, LLC.01-13-2017
Lisa Ann HockRaymond James Financial Services, Inc.Benjamin F. Edwards & Company, Inc.$112-13-2016
Phillip Anthony CaraviaRaymond James Financial Services, Inc.Edward Jones$5011-07-2016
Kyle William DevriesRaymond James Financial Services, Inc.Edward Jones$50010-14-2016
Andrew Rudolph Zimmer Jr.Raymond James Financial Services, Inc.Kingsbury Capital, Inc.$15008-29-2016
Luke Anthony HofsommerRaymond James Financial Services, Inc.First Trust Portfolios L.P.07-28-2016
Stacy Michele Danciu-KopachRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$1006-16-2016
Troy Albert OatesRaymond James Financial Services, Inc.Sigma Financial Corporation04-20-2016
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Showing 1 to 25 of 99 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.


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