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
Todd Daniel DietrichRaymond James Financial Services, Inc.Ameriprise Financial Services, Inc.05-24-2011
Tyler Richard BeckRaymond James Financial Services, Inc.Ameritas Investment Corp.05-31-2018
Christopher R. McMunigleRaymond James Financial Services, Inc.AXA Advisors, LLC11-04-2014
Amy J. MartinRaymond James Financial Services, Inc.Cetera Advisor Networks LLC12-15-2014
Gerald Joseph McCreadyRaymond James Financial Services, Inc.Cetera Investment Services LLC12-14-2012
David OxleyRaymond James Financial Services, Inc.Citizens Securities, Inc.10-13-2016
Michael Gilbert FinnellRaymond James Financial Services, Inc.Commonwealth Financial Network$5003-01-2017
Christopher John TarquinioRaymond James Financial Services, Inc.Commonwealth Financial Network$1003-01-2017
Carol Lynn IannessaRaymond James Financial Services, Inc.Commonwealth Financial Network03-01-2017
Christopher Edward CraytonRaymond James Financial Services, Inc.Commonwealth Financial Network03-01-2017
Ryan Allen MillerRaymond James Financial Services, Inc.Edward Jones04-02-2018
Beverly Jean GuslerRaymond James Financial Services, Inc.Edward Jones04-26-2010
John Ashby DanielsRaymond James Financial Services, Inc.First Command Financial Planning, Inc.$15003-05-2018
Elizabeth MadonnaRaymond James Financial Services, Inc.Hornor, Townsend & Kent, LLC11-14-2016
Christopher Reed NataliRaymond James Financial Services, Inc.Hunter Associates LLC03-03-2014
Winfield Scott Smathers IVRaymond James Financial Services, Inc.Hunter Associates LLC$10006-07-2013
Frederick Clay MillerRaymond James Financial Services, Inc.Hunter Associates LLC$2506-07-2013
Kyle David BallietRaymond James Financial Services, Inc.Hunter Associates LLC06-07-2013
Gary John HoenigRaymond James Financial Services, Inc.Kestra Investment Services, LLC02-15-2019
Alexander Foster CabotRaymond James Financial Services, Inc.Live Your Vision, Llc$10011-09-2012
Edgar W. Lambert IIIRaymond James Financial Services, Inc.Live Your Vision, Llc11-09-2012
Michael Stuart SheehyRaymond James Financial Services, Inc.LPL Financial LLC$9405-13-2016
Paul Harrison Krumenacker Sr.Raymond James Financial Services, Inc.LPL Financial LLC05-13-2016
Jeffrey Michael Goyette Sr.Raymond James Financial Services, Inc.LPL Financial LLC$10004-15-2016
Jeanna Loydell MontesRaymond James Financial Services, Inc.LPL Financial LLC$5004-15-2016
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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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