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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Recruiting Scoreboard (Q4 2020)

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Michael William DrummondInVest Capital PartnersRaymond James & Associates, Inc.08-19-2020
Robert Alan AppleLPL Financial LLCRaymond James & Associates, Inc.04-03-2020
Jennifer Day KuneshLPL Financial LLCRaymond James & Associates, Inc.01-15-2020
Jonathan HarrisonPNC InvestmentsRaymond James & Associates, Inc.$2512-11-2019
Sandra Lynn TomaszyckiAmeriprise Financial Services, LLCRaymond James & Associates, Inc.$2511-22-2019
James Clyde Davis IVAmeriprise Financial Services, LLCRaymond James & Associates, Inc.$5011-22-2019
Lareesa HaynesMorgan StanleyRaymond James & Associates, Inc.10-21-2019
Robert Edward LampeCantella & Co., Inc.Raymond James & Associates, Inc.07-01-2019
Mark A WaltersInVest Capital PartnersRaymond James & Associates, Inc.08-02-2018
Scott Jason HorowitzJanney Montgomery Scott LLCRaymond James & Associates, Inc.01-18-2018
Shelly Elizabeth DelucasJanney Montgomery Scott LLCRaymond James & Associates, Inc.$20001-18-2018
Mark Scot Cone9258 Wealth Management, LLCRaymond James & Associates, Inc.01-09-2018
Laura Ann ShawLincoln Financial Advisors CorporationRaymond James & Associates, Inc.11-30-2017
Nicholas RinkerG2 Capital Management, LLCRaymond James & Associates, Inc.05-31-2017
Paul Edward Miller JrCommonwealth Financial NetworkRaymond James & Associates, Inc.$10010-21-2016
Richard Joseph Brizzolara JrAmeriprise Financial Services, LLCRaymond James & Associates, Inc.$15009-29-2016
David Burke DitzelAmeriprise Financial Services, LLCRaymond James & Associates, Inc.$5006-29-2016
Thomas James BrizzolaraAmeriprise Financial Services, LLCRaymond James & Associates, Inc.$28806-29-2016
Teresa Gay EdgemonAmeriprise Financial Services, LLCRaymond James & Associates, Inc.04-06-2016
Jeremy Michael SahamSecurities America, Inc.Raymond James & Associates, Inc.04-06-2016
Angie Renee KeeleyMorgan StanleyRaymond James & Associates, Inc.$15001-19-2016
Andrew William SchmittSchmitt Wealth Advisers, LLCRaymond James & Associates, Inc.08-04-2015
Benjamin R StacyMerrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James & Associates, Inc.$50001-17-2014
Robert W NiehausMorgan StanleyRaymond James & Associates, Inc.$5010-11-2013
Kyle Mitchell MclaughlinMorgan StanleyRaymond James & Associates, Inc.09-23-2013
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Showing 1 to 25 of 32 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.