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)

Recruiting Gains

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Recruiting Losses

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Net Gains

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Net Losses

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Todd Daniel DietrichRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC05-24-2011
David Louis AstryRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC11-05-2010
Tyler Richard BeckRaymond James Financial Services, Inc.Ameritas Investment Company, LLC05-31-2018
Frank Coulson Speace JrRaymond James Financial Services, Inc.Avantax Investment Services, Inc.03-31-2014
Amy J MartinRaymond James Financial Services, Inc.Cetera Advisor Networks LLC12-15-2014
Jill Diane GeeseyRaymond James Financial Services, Inc.Cetera Investment Services LLC06-09-2016
Gerald Joseph McCreadyRaymond James Financial Services, Inc.Cetera Investment Services LLC$2512-14-2012
Devon Goggin RobinsonRaymond James Financial Services, Inc.Citizens Securities, Inc.$5002-24-2020
David OxleyRaymond James Financial Services, Inc.Citizens Securities, Inc.10-13-2016
Michael Gilbert FinnellRaymond James Financial Services, Inc.Commonwealth Financial Network$2503-01-2017
Carol Lynn IannessaRaymond James Financial Services, Inc.Commonwealth Financial Network$10003-01-2017
Christopher John TarquinioRaymond James Financial Services, Inc.Commonwealth Financial Network$5003-01-2017
Christopher Edward CraytonRaymond James Financial Services, Inc.Commonwealth Financial Network03-01-2017
Toby Joseph KrouseRaymond James Financial Services, Inc.Edward Jones06-20-2019
Ryan Allen MillerRaymond James Financial Services, Inc.Edward Jones$704-02-2018
Robert Lewis Wetherhold IVRaymond James Financial Services, Inc.Equitable Advisors, LLC01-31-2020
Christopher R McMunigleRaymond James Financial Services, Inc.Equitable Advisors, LLC11-04-2014
John Ashby DanielsRaymond James Financial Services, Inc.First Command Brokerage Services, Inc.$15003-05-2018
Edward Michael ClewellRaymond James Financial Services, Inc.Girard Investment Services, LLC$5003-02-2020
Elizabeth MadonnaRaymond James Financial Services, Inc.Hornor, Townsend & Kent, LLC11-14-2016
Christopher Reed NataliRaymond James Financial Services, Inc.Hunter Associates LLC03-03-2014
Frederick Clay MillerRaymond James Financial Services, Inc.Hunter Associates LLC$10006-07-2013
Winfield Scott Smathers IVRaymond James Financial Services, Inc.Hunter Associates LLC06-07-2013
Kyle David BallietRaymond James Financial Services, Inc.Hunter Associates LLC06-07-2013
Rhonda Jean MaloneyRaymond James Financial Services, Inc.John Hancock Distributors LLC09-09-2019
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Showing 1 to 25 of 129 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.