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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
John Wayne ChidwickRaymond James Financial Services, Inc.American Financial Management Group, Ltd.$2502-23-2017
Ealon Sydney Thompson IIIRaymond James Financial Services, Inc.American Financial Management Group, Ltd.02-23-2017
Eric Wade StaffordRaymond James Financial Services, Inc.Ameriprise Financial Services, Inc.10-25-2012
Elizabeth Watts RogersRaymond James Financial Services, Inc.Capital Investment Group, Inc.$15006-12-2015
Julie Lynn CroweRaymond James Financial Services, Inc.Charles Schwab & Co., Inc.$1001-08-2018
Glen Andrew ArcherRaymond James Financial Services, Inc.Citigroup Global Markets Inc.$5004-17-2009
Janet Lee CarlsonRaymond James Financial Services, Inc.Davenport & Company LLC04-28-2015
Timothy Paul PortelanceRaymond James Financial Services, Inc.Edward Jones07-12-2019
Courtney H. WilliamsRaymond James Financial Services, Inc.Edward Jones$2502-22-2019
Gregory Yowell EllingtonRaymond James Financial Services, Inc.Edward Jones07-25-2016
Justin William SmithRaymond James Financial Services, Inc.Edward Jones$2506-10-2016
Catherine Barker SmithRaymond James Financial Services, Inc.Edward Jones06-10-2016
John David SimpsonRaymond James Financial Services, Inc.Edward Jones08-14-2015
Dustin Dale ThompsonRaymond James Financial Services, Inc.Edward Jones10-10-2013
Merry S. BooneRaymond James Financial Services, Inc.Edward Jones$2501-04-2013
Robert Crosby AlgerRaymond James Financial Services, Inc.Edward Jones$10010-12-2012
Kelly Turner MorrisRaymond James Financial Services, Inc.Edward Jones10-12-2012
John P. PasseyRaymond James Financial Services, Inc.Edward Jones06-20-2012
Lynn Champion SelbyRaymond James Financial Services, Inc.Edward Jones$5006-30-2011
Robert William VolpeRaymond James Financial Services, Inc.Edward Jones$5009-16-2010
Michelle Lynna JenkinsRaymond James Financial Services, Inc.Edward Jones08-14-2009
Eric Scott FranklinRaymond James Financial Services, Inc.First Citizens Investor Services, Inc.08-29-2014
John Patrick AgerRaymond James Financial Services, Inc.First Citizens Investor Services, Inc.10-07-2013
William Joseph HannanRaymond James Financial Services, Inc.Investment Professionals, Inc.10-28-2010
Carla Souther HauserRaymond James Financial Services, Inc.Lincoln Financial Securities Corporation$2502-29-2012
Next Page »

Showing 1 to 25 of 92 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


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