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
Ashlee Isola De SteigerGunder Wealth Management, LLCRaymond James Financial Services, Inc.04-22-2019
Craig Alan FelhandlerLPL Financial LLCRaymond James Financial Services, Inc.11-24-2010
Dale Lavern YoderFSC Securities CorporationRaymond James Financial Services, Inc.01-05-2010
David Mark DellerDeller Wealth Management LLCRaymond James Financial Services, Inc.07-12-2018
David Michael MoscardelliEdward JonesRaymond James Financial Services, Inc.$2508-23-2019
David Michael MoscardelliEdward JonesRaymond James Financial Services, Inc.$2508-23-2019
Dominic Edward BenettiCommonwealth Financial NetworkRaymond James Financial Services, Inc.$2502-22-2019
Elodie Veronique DelpLPL Financial LLCRaymond James Financial Services, Inc.02-06-2017
Jack Dyarl Mole Jr.Sigma Financial CorporationRaymond James Financial Services, Inc.$5003-24-2011
Jason Michael KooistraLPL Financial LLCRaymond James Financial Services, Inc.02-23-2009
Jeffrey Dean OlssonWedbush Securities Inc.Raymond James Financial Services, Inc.12-27-2016
Jeffrey Francis BraytonLakeshore Financial Planning Inc.Raymond James Financial Services, Inc.11-19-2018
Mark Christopher Gerard TourekVALIC Financial Advisors, Inc.Raymond James Financial Services, Inc.$5008-06-2009
Mark Edward RominLakeshore Financial Planning Inc.Raymond James Financial Services, Inc.11-19-2018
Melissa Elizabeth RubinghSigma Financial CorporationRaymond James Financial Services, Inc.01-31-2017
Michael Joseph WybleJ.J.B. Hilliard, W.L. Lyons, LLCRaymond James Financial Services, Inc.04-12-2017
Michelle Ann BurchFifth Third Securities, Inc.Raymond James Financial Services, Inc.02-27-2011
Mitchell Robert McCannAmeriprise Financial Services, Inc.Raymond James Financial Services, Inc.11-03-2014
Naoko McKelveyLumin Financial, LLCRaymond James Financial Services, Inc.09-20-2010
Peter David Glickenhaus Sr.Sigma Financial CorporationRaymond James Financial Services, Inc.12-12-2014
Philip Brent SpoljarickRaymond James & Associates, Inc.Raymond James Financial Services, Inc.$2503-28-2013
Robert Anthony FinniganCetera Advisor Networks LLCRaymond James Financial Services, Inc.$2502-04-2010
Roger Lee SmithSigma Financial CorporationRaymond James Financial Services, Inc.03-24-2011
Ryan James BruursemaVoya Financial Advisors, Inc.Raymond James Financial Services, Inc.$1006-07-2012
Ryan John VliekPPS & V Asset Management Consultants IncRaymond James Financial Services, Inc.12-21-2010
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Showing 1 to 25 of 29 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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