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
Christina Marie GreakRaymond James Financial Services, Inc.M&T Securities, Inc.06-29-2015
Kurt Edward KimmichRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$15004-24-2015
Gregory Joseph WeimerRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC04-24-2015
James Austin WildingRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC04-24-2015
Jonathan Harper JordanRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC04-24-2015
Randall Jack HolcombeRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC04-24-2015
Michael Robert HandshewRaymond James Financial Services, Inc.Morgan Stanley04-10-2015
Stacy Lynn TroupRaymond James Financial Services, Inc.M&T Securities, Inc.01-23-2015
Lorna Sue GessnerRaymond James Financial Services, Inc.M&T Securities, Inc.01-12-2015
Amy J. MartinRaymond James Financial Services, Inc.Cetera Advisor Networks LLC12-15-2014
Christopher R. McMunigleRaymond James Financial Services, Inc.AXA Advisors, LLC11-04-2014
Raymond Joseph FerryRaymond James Financial Services, Inc.Pacer Financial, Inc.08-01-2014
Michael Robert GeorgeRaymond James Financial Services, Inc.M&T Securities, Inc.07-31-2014
Christopher Andrea MerloRaymond James Financial Services, Inc.Stifel, Nicolaus & Company, Incorporated$10005-29-2014
John Hullman LowderRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC03-28-2014
Christopher Reed NataliRaymond James Financial Services, Inc.Hunter Associates LLC03-03-2014
Tawni-Marie TunnoRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated11-20-2013
Eric Jon HansenRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated11-20-2013
Alex K. SebastianRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated11-20-2013
Brian Patrick GiffinRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated11-06-2013
Keith Thomas MorrisRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$10009-12-2013
Thomas Anthony SullivanRaymond James Financial Services, Inc.PNC Investments$2508-08-2013
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
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Showing 51 to 75 of 107 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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