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.

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Andrew Paul MadlingerRaymond James & Associates, Inc.Boston Private Wealth10-01-2018
Mark Ian LeytonRaymond James & Associates, Inc.Deutsche Bank Securities Inc.$5,40009-06-2016
Alexander Nicholas ChristonRaymond James & Associates, Inc.Deutsche Bank Securities Inc.$2,00009-06-2016
Bill GrousRaymond James & Associates, Inc.Deutsche Bank Securities Inc.$22809-06-2016
Christopher James GuttillaRaymond James & Associates, Inc.Deutsche Bank Securities Inc.$20009-06-2016
Nicholas Karl MennonaRaymond James & Associates, Inc.Deutsche Bank Securities Inc.$19809-06-2016
Adam Saul FrankfortRaymond James & Associates, Inc.Deutsche Bank Securities Inc.$15009-06-2016
Steven Mitchell GrillRaymond James & Associates, Inc.Deutsche Bank Securities Inc.$15009-06-2016
Vincent Campbell BankerRaymond James & Associates, Inc.Deutsche Bank Securities Inc.$10009-06-2016
Paul P RuaneRaymond James & Associates, Inc.Deutsche Bank Securities Inc.$10009-06-2016
David Michael BruhowzkiRaymond James & Associates, Inc.Deutsche Bank Securities Inc.$10009-06-2016
Charles Barney RudnickRaymond James & Associates, Inc.Deutsche Bank Securities Inc.$5009-06-2016
Richard Kayser ParkerRaymond James & Associates, Inc.Deutsche Bank Securities Inc.$2609-06-2016
David Christopher Meyer HoganRaymond James & Associates, Inc.Deutsche Bank Securities Inc.$2509-06-2016
Todd M. RubsamenRaymond James & Associates, Inc.Deutsche Bank Securities Inc.$1009-06-2016
Matthew Wayne MadlingerRaymond James & Associates, Inc.Deutsche Bank Securities Inc.09-06-2016
Bruce Patrick DavisRaymond James & Associates, Inc.Deutsche Bank Securities Inc.09-06-2016
Christopher William McDonaghRaymond James & Associates, Inc.Deutsche Bank Securities Inc.09-06-2016
Lisa Marie VandettiRaymond James & Associates, Inc.Deutsche Bank Securities Inc.09-06-2016
Paul Ivan FishmanRaymond James & Associates, Inc.Deutsche Bank Securities Inc.09-06-2016
Grace Gloria AslanianRaymond James & Associates, Inc.Deutsche Bank Securities Inc.09-06-2016
Luke Bartholomew SamsonRaymond James & Associates, Inc.Deutsche Bank Securities Inc.09-06-2016
David John MelianRaymond James & Associates, Inc.Deutsche Bank Securities Inc.09-06-2016
Theodore William McDonaghRaymond James & Associates, Inc.Deutsche Bank Securities Inc.09-06-2016
Michael DavidRaymond James & Associates, Inc.Deutsche Bank Securities Inc.09-06-2016
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Showing 1 to 25 of 106 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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