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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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Adam D. LoweRaymond James & Associates, Inc.J.P. Morgan Securities LLC09-20-2019
Jackson M StewartRaymond James & Associates, Inc.J.P. Morgan Securities LLC08-03-2018
Andrew SpearsRaymond James & Associates, Inc.LPL Financial LLC05-16-2018
Davyd Jaron JonesRaymond James & Associates, Inc.Edward Jones10-16-2015
Sarah Jane EderRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated09-08-2015
Patrick Aaron NorrisRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)05-22-2015
Cory Nicholas SmithRaymond James & Associates, Inc.Schwab Private Client Investment Advisory, Inc.01-05-2015
Margaret Mary KimmelRaymond James & Associates, Inc.Legend Consulting LLC.06-23-2014
Rachael Lynn SchafferRaymond James & Associates, Inc.Fifth Third Securities, Inc.11-11-2013
Yadira Salinas GarciaRaymond James & Associates, Inc.Fifth Third Securities, Inc.11-08-2013
Todd I. PolackinRaymond James & Associates, Inc.The Huntington Investment Company05-03-2013
Mark Robert HildebrandRaymond James & Associates, Inc.Ronald Blue & Co. LLC12-12-2011
Michele Marie GoldmanRaymond James & Associates, Inc.Ameriprise Financial Services, Inc.03-19-2010
Eric David Robinson Sr.Raymond James & Associates, Inc.Wells Fargo Investments, LLC09-23-2009
William John LukachRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)09-04-2009
Cathy Joan PackardRaymond James & Associates, Inc.Morgan Stanley09-03-2009
Kelli Marie PoppRaymond James & Associates, Inc.J.J.B. Hilliard, W.L. Lyons, LLC07-27-2009
Shawn Patrick TaylorRaymond James & Associates, Inc.Citigroup Global Markets Inc.05-15-2009
James Michael MaddenRaymond James & Associates, Inc.Citigroup Global Markets Inc.03-20-2009
Christopher Matthew MeuthRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated02-27-2009
Allison Marie GruesbeckRaymond James & Associates, Inc.Schwab Private Client Investment Advisory, Inc.$10007-16-2018
Lance Allen LydayRaymond James & Associates, Inc.Harbour Wealth Partners, Inc.$10005-29-2018
Marcia Kay KamiakRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$10008-18-2017
Brian Keith LinderRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$10003-03-2017
Anthony Louis IacobucciRaymond James & Associates, Inc.MML Investors Services, LLC$10012-16-2015
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Showing 1 to 25 of 74 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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