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
Mary Leanne ScullRaymond James Financial Services, Inc.Raymond James & Associates, Inc.$10005-30-2019
Mary Leanne ScullRaymond James Financial Services, Inc.Raymond James & Associates, Inc.$10005-30-2019
Joshua David KlingerLPL Financial LLCRaymond James & Associates, Inc.04-03-2019
Lindsey Michelle HeglarEdward JonesRaymond James & Associates, Inc.$111-16-2018
Earl Christian ReeserReeser Advisory Services Inc.Raymond James & Associates, Inc.08-30-2018
Nancy Elizabeth SmithSecurities Service Network, LLCRaymond James & Associates, Inc.08-17-2018
Michael John LemarbreWells Fargo Clearing Services, LLCRaymond James & Associates, Inc.08-09-2018
Michael Pink MillerU.S. Bancorp Investments, Inc.Raymond James & Associates, Inc.$2506-21-2018
Jeannan Castleberry BrewerB. Riley Wealth ManagementRaymond James & Associates, Inc.11-14-2017
Davis Love PetersenMorgan StanleyRaymond James & Associates, Inc.03-31-2017
Michael Lawrence AgeeLPL Financial LLCRaymond James & Associates, Inc.$2511-10-2016
Michelle Marie Gish HintonUBS Financial Services Inc.Raymond James & Associates, Inc.09-15-2016
Anthony Arnall MorrisonWells Fargo Clearing Services, LLCRaymond James & Associates, Inc.$2507-27-2016
Nathan Lee TravisWells Fargo Clearing Services, LLCRaymond James & Associates, Inc.$2507-27-2016
Leslie Marie ParkerWells Fargo Advisors Financial Network, LLCRaymond James & Associates, Inc.$15006-17-2016
Devin Michael MunczenskiPrincipal Securities, Inc.Raymond James & Associates, Inc.03-31-2016
Andrew Johnson SutherlandWells Fargo Clearing Services, LLCRaymond James & Associates, Inc.$4301-25-2016
Sarah BarnesMetLife Securities Inc.Raymond James & Associates, Inc.11-16-2015
Daniel Charles MacdonaldTrustFirstRaymond James & Associates, Inc.$10007-31-2015
Gregory Chandler RotheryCambridge Investment Research, Inc.Raymond James & Associates, Inc.07-20-2015
William Hutchins Smith IIIB. Riley Wealth ManagementRaymond James & Associates, Inc.$9907-17-2015
Colby Russell RobbinsMerrill Lynch, Pierce, Fenner & Smith IncorporatedRaymond James & Associates, Inc.06-05-2015
Charles Raymond Hardee IILPL Financial LLCRaymond James & Associates, Inc.$10003-16-2015
John Matsek IIIB. Riley Wealth ManagementRaymond James & Associates, Inc.$15004-23-2014
Holly Ann KavanaughLPL Financial LLCRaymond James & Associates, Inc.03-28-2014
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Showing 1 to 25 of 37 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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