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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jennifer Kathryn PieronekLPL Financial LLCRaymond James Financial Services, Inc.$15001-28-2019
Brian James McconnellAmeriprise Financial Services, Inc.Raymond James Financial Services, Inc.01-22-2019
Nathan Daniel OllishCetera Advisors LLCRaymond James Financial Services, Inc.06-25-2018
Michael Wayne Kelley IIAXA Advisors, LLCRaymond James Financial Services, Inc.11-15-2017
Michele Kathleen JohnsonPNC InvestmentsRaymond James Financial Services, Inc.10-13-2017
Christopher Jay EdelmanAmeriprise Financial Services, Inc.Raymond James Financial Services, Inc.07-06-2017
John William Bach Jr.Harbor Financial Services, LLCRaymond James Financial Services, Inc.03-31-2017
Bruce Allen JosephEdward JonesRaymond James Financial Services, Inc.10-14-2016
Christopher Ryan NadlerWhitcomb & Hess, Inc.Raymond James Financial Services, Inc.10-10-2016
Clayton Michael ReynoldsMWA Financial Services Inc.Raymond James Financial Services, Inc.05-17-2016
Marshall Marc WeinbergLPL Financial LLCRaymond James Financial Services, Inc.$105-06-2016
Abigail Lee ElwerParkland Securities, LLCRaymond James Financial Services, Inc.03-03-2016
Brian Michael SweeneyLPL Financial LLCRaymond James Financial Services, Inc.$101-19-2016
Jennifer Anne KovellThrivent Investment Management Inc.Raymond James Financial Services, Inc.01-19-2016
Michael Roger HenryMoney Concepts Capital CorpRaymond James Financial Services, Inc.09-28-2015
Amanda Ann PearceInfinex Investments, Inc.Raymond James Financial Services, Inc.09-02-2015
Raymond Theodore KloszJ.P. Morgan Securities LLCRaymond James Financial Services, Inc.08-06-2015
Jeffery Allan SchmidtThe Huntington Investment CompanyRaymond James Financial Services, Inc.07-28-2015
Tyler Alan KrummelAmerican Heritage Securities, Inc.Raymond James Financial Services, Inc.$105-22-2015
James Joseph KarsatosNYLIFE Securities LLCRaymond James Financial Services, Inc.11-19-2014
Julia Marie QuignanoAXA Advisors, LLCRaymond James Financial Services, Inc.10-31-2014
Chris Raymond KolbenstetterLPL Financial LLCRaymond James Financial Services, Inc.10-16-2014
Mark Robbin TessneerMetLife Securities Inc.Raymond James Financial Services, Inc.01-22-2014
Jonathan Reuben BradfieldCUSO Financial Services, L.P.Raymond James Financial Services, Inc.01-07-2014
Steven Jay KurylaVoya Financial Advisors, Inc.Raymond James Financial Services, Inc.$4910-02-2013
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Showing 1 to 25 of 43 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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