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
Allison Marie GruesbeckRaymond James & Associates, Inc.Schwab Private Client Investment Advisory, Inc.07-16-2018
Andrew SpearsRaymond James & Associates, Inc.LPL Financial LLC05-16-2018
Anthony Louis IacobucciRaymond James & Associates, Inc.MML Investors Services, LLC12-16-2015
Bernard Edward Packard IIRaymond James & Associates, Inc.Morgan Stanley$5009-03-2009
Beverly Ann AinsleyRaymond James & Associates, Inc.Morgan Stanley09-03-2009
Chad Christian HaywardRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$1002-13-2013
Charles Allen HensleyRaymond James & Associates, Inc.Morgan Stanley$15007-02-2009
Daniel Frank DavilaRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC03-23-2009
David Albert GreenRaymond James & Associates, Inc.Morgan Stanley$5003-12-2010
David Henry NiswongerRaymond James & Associates, Inc.Morgan Stanley$5009-03-2009
David Jeffrey HowardRaymond James & Associates, Inc.Investment Centers of America, Inc.10-25-2017
David John BrandvikRaymond James & Associates, Inc.Citigroup Global Markets Inc.$15005-15-2009
David Robert SlaughterRaymond James & Associates, Inc.Citigroup Global Markets Inc.$10005-15-2009
Douglas M. MickRaymond James & Associates, Inc.Wells Fargo Investments, LLC09-23-2009
Elaine Anna KendellRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated12-01-2010
Glen Charles McCormickRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated01-07-2010
Gregory B. RennerRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.02-13-2013
Harold Kenneth ReinkingRaymond James & Associates, Inc.Citigroup Global Markets Inc.01-09-2009
James Vernon HartRaymond James & Associates, Inc.City Securities Corporation$5006-16-2011
Jana Lynn KastleRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$2506-12-2009
Jessica Parker NorrisRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$5005-22-2015
Joel Sanford SingerRaymond James & Associates, Inc.Morgan Stanley$5007-24-2009
John Michael StollmeyerRaymond James & Associates, Inc.Morgan Stanley$2502-26-2010
Joseph Paul GoebelRaymond James & Associates, Inc.Robert W. Baird & Co. Incorporated$2501-16-2009
Joshua Michael MasariuRaymond James & Associates, Inc.Morgan Keegan & Company, Inc.$5002-13-2013
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Showing 1 to 25 of 52 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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