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
Barry Michael KolanoRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$1,00001-11-2019
Mark Mccoy BarberRaymond James & Associates, Inc.Morgan Stanley$9208-31-2018
Christopher Stephen GalloRaymond James & Associates, Inc.J.P. Morgan Securities LLC$15005-11-2018
Daniel Daniel LarsenRaymond James & Associates, Inc.Girard Partners Ltd.$110-25-2017
Brendan Patrick HurleyRaymond James & Associates, Inc.Morgan Stanley08-09-2017
Kevin Michael DowdRaymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$105-26-2017
Matthew Alden PalmgrenRaymond James & Associates, Inc.Fidelity Investments Institutional Services Company, Inc.01-09-2017
David Alan RiceRaymond James & Associates, Inc.RBC Capital Markets, LLC$107-29-2016
Graham Francis GoodwinRaymond James & Associates, Inc.Morgan Stanley$105-06-2016
Robert Warren Phinney Jr.Raymond James & Associates, Inc.Morgan Stanley$5002-12-2016
Christopher Michael LussierRaymond James & Associates, Inc.UBS Financial Services Inc.$109-04-2015
Michael John MartinRaymond James & Associates, Inc.UBS Financial Services Inc.$5009-04-2015
Scott Munroe LouderRaymond James & Associates, Inc.UBS Financial Services Inc.$15009-04-2015
Stephen James EricksonRaymond James & Associates, Inc.UBS Financial Services Inc.$15009-04-2015
Jonathan Richard CrawleyRaymond James & Associates, Inc.J.P. Morgan Securities LLC01-12-2015
Paula Marie WalczykRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$5009-26-2014
Paul Robert Fehrenbach Jr.Raymond James & Associates, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated08-08-2014
Robert Alexander ClaysonRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC06-20-2014
Steven Ownen TrippRaymond James & Associates, Inc.Edward Jones04-08-2014
Peter Russell AlberdingRaymond James & Associates, Inc.UBS Financial Services Inc.$103-19-2014
George Constantine GouzounisRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$10009-13-2013
Paul Gerard ChiampaRaymond James & Associates, Inc.Morgan Stanley11-13-2012
Mark William TeedRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$5009-14-2012
Jamil EyvazzadehRaymond James & Associates, Inc.Morgan Stanley$15005-25-2012
Daniel Jon RabatskyRaymond James & Associates, Inc.Morgan Stanley05-11-2012
Next Page »

Showing 1 to 25 of 36 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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