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.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
William Francis Gold Jr.Raymond James Financial Services, Inc.UBS Financial Services Inc.$5006-06-2019
Courtney Heath WilliamsRaymond James Financial Services, Inc.Edward Jones$2502-22-2019
Keith David HubermanRaymond James Financial Services, Inc.The Leaders Group, Inc.$2508-31-2018
Gary Craig CrenshawRaymond James Financial Services, Inc.SunTrust Investment Services, Inc.$1,00008-24-2018
Chris Gregory AmysRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$10007-06-2018
Lauren Elizabeth TompkinsRaymond James Financial Services, Inc.Securian Financial Services, Inc.05-24-2018
Peter Bayard WearsRaymond James Financial Services, Inc.UBS Financial Services Inc.$15005-04-2018
Robert Steven FoxRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$15002-09-2018
Julie Lynn CroweRaymond James Financial Services, Inc.Charles Schwab & Co., Inc.$1001-08-2018
Mariah Faith DoyleRaymond James Financial Services, Inc.Oppenheimer & Co. Inc.01-05-2018
Julie Kathleen BenitzRaymond James Financial Services, Inc.LPL Financial LLC12-12-2017
Russell Maughan Hull IIIRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$15011-24-2017
Helen Porter ThorpRaymond James Financial Services, Inc.LPL Financial LLC11-13-2017
Angela Taylor EddinsRaymond James Financial Services, Inc.LPL Financial LLC11-09-2017
Debra Anne PittsRaymond James Financial Services, Inc.LPL Financial LLC11-09-2017
Dwayne Mccord DeatherageRaymond James Financial Services, Inc.LPL Financial LLC$10011-09-2017
James Albert Drum Jr.Raymond James Financial Services, Inc.LPL Financial LLC$111-09-2017
James Troy DeversRaymond James Financial Services, Inc.LPL Financial LLC$15011-09-2017
Renee Perry EnglishRaymond James Financial Services, Inc.LPL Financial LLC11-09-2017
Stanley Royce SmithRaymond James Financial Services, Inc.LPL Financial LLC$2511-09-2017
Suzette Lee McintyreRaymond James Financial Services, Inc.LPL Financial LLC11-09-2017
Cynthia Larson AndersonRaymond James Financial Services, Inc.Voya Financial Advisors, Inc.$111-06-2017
Justin Edwin TartRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$1,00011-03-2017
Charles Murphy PaderickRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$50010-18-2017
Eric Thomas VernonRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$5010-18-2017
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Showing 1 to 25 of 126 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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