Advisers on the Move TEST

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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Donald Erwin GrossRaymond James Financial Services, Inc.ALPS Distributors, Inc.01-08-2015
Michael John DesmondRaymond James Financial Services, Inc.American Portfolios Advisors, Inc04-13-2015
Jonathan Ian EhrlichRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC11-08-2019
Richard Andrew EhliRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC09-20-2019
Peter Glenn HalliwellRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC$2509-19-2019
Jeffrey Howard HendelRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC$15009-19-2019
Morgan Jon WeilRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC$2509-19-2019
Rinaldo Domenic CrassaRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC09-19-2019
Arthur Charles Gonsalves IIIRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC05-29-2019
Kevin Brian GirardRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC$2505-29-2019
Francis John Girard IIIRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC05-29-2019
Arthur MatarazzoRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC$5007-15-2016
Daniel James StaigerRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC$10007-15-2016
James WrightRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC$1002-21-2014
James Anthony ArcoraciRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC$5011-05-2010
Lawrence Christopher FiorellaRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC11-05-2010
David Louis AstryRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC11-05-2010
Kevin Daniel AstryRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC11-05-2010
Jeffrey Maior GoldfarbRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC$10009-18-2009
Dennis Thomas ByrneRaymond James Financial Services, Inc.AXA Advisors, LLC03-09-2020
Michael W HadleyRaymond James Financial Services, Inc.AXA Advisors, LLC01-17-2020
Ryan J. LiddellRaymond James Financial Services, Inc.AXA Advisors, LLC04-01-2016
Joao Paulo ViscardoRaymond James Financial Services, Inc.AXA Advisors, LLC07-16-2015
Lauren Michelle BassettRaymond James Financial Services, Inc.AXA Advisors, LLC11-03-2014
Franz Josef FrechenRaymond James Financial Services, Inc.B. Riley Wealth Management04-07-2016
Next Page »

Showing 1 to 25 of 170 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7

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.