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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Lee Siegal HendersonRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5006-17-2019
George R. HutterRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated06-17-2019
Laurie Lynn WilliamsonRaymond James Financial Services, Inc.Edward Jones$5005-02-2019
Morgan Manfre MurdockRaymond James Financial Services, Inc.Edward Jones$102-11-2019
Nicholas O'Connor MartinRaymond James Financial Services, Inc.Edward Jones$112-14-2018
Jeremy Alan ParkerRaymond James Financial Services, Inc.Infinex Investments, Inc.$15001-22-2018
Joshua Benton PerelloRaymond James Financial Services, Inc.Edward Jones12-18-2017
Desiree Rome KelleyRaymond James Financial Services, Inc.Capital Analysts$1001-26-2017
Amy Elizabeth HayesRaymond James Financial Services, Inc.Morgan Stanley$105-10-2016
Cody Lee BordelonRaymond James Financial Services, Inc.Hancock Whitney Investment Services Inc.03-08-2016
Sherri Lynne ReamesRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC12-11-2015
Jonathan Lyn BoothRaymond James Financial Services, Inc.State Farm VP Management Corp.07-14-2015
Chad Alan CreelRaymond James Financial Services, Inc.LPL Financial LLC02-20-2015
Gary Lynn BoothRaymond James Financial Services, Inc.LPL Financial LLC02-20-2015
Trenton Fleming CrawfordRaymond James Financial Services, Inc.Edward Jones$10001-12-2015
Drew JohnsonRaymond James Financial Services, Inc.Capital One Investment Services LLC06-27-2014
Paige Leigh St MartinRaymond James Financial Services, Inc.Ameriprise Financial Services, Inc.06-05-2014
Nicholas Ryan Van GeffenRaymond James Financial Services, Inc.State Farm VP Management Corp.01-02-2014
Toni Celeste BoudreauxRaymond James Financial Services, Inc.UBS Financial Services Inc.12-20-2013
Ricky Allan AndreasRaymond James Financial Services, Inc.UBS Financial Services Inc.$112-13-2013
Bernard Hawkins Robertson IIIRaymond James Financial Services, Inc.FFC Capital Advisors, LLC$2512-09-2013
Timothy Carl AndreasRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$6012-06-2013
Christina Gradney JohnsonRaymond James Financial Services, Inc.Ameriprise Financial Services, Inc.01-02-2013
Richard D Clements Jr.Raymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5009-07-2012
Andrew Philips HallRaymond James Financial Services, Inc.Pruco Securities, LLC.08-28-2012
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Showing 1 to 25 of 44 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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