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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Drew Moore McMillinRaymond James Financial Services, Inc.Asset Planning Corporation08-31-2010
Alicia Diane NewhouseRaymond James Financial Services, Inc.Brogan Financial, Inc.10-18-2018
Douglas Wilson JonesRaymond James Financial Services, Inc.Cetera Investment Services LLC08-23-2016
David Michael BiggsRaymond James Financial Services, Inc.Cetera Investment Services LLC08-07-2015
Brian Michael HartRaymond James Financial Services, Inc.Commonwealth Financial Network06-04-2013
Landon Douglas VickRaymond James Financial Services, Inc.Cravens & Company Wealth Management05-17-2013
Joseph Friend IIIRaymond James Financial Services, Inc.Duncan-Williams, Inc.07-16-2013
Mark Andrew BaileyRaymond James Financial Services, Inc.Edward Jones08-16-2019
Mark Andrew BaileyRaymond James Financial Services, Inc.Edward Jones08-16-2019
Augustus Bo M. DavisRaymond James Financial Services, Inc.Edward Jones03-20-2018
Stephen James LangeRaymond James Financial Services, Inc.Edward Jones03-02-2012
Brandon D. HaumschiltRaymond James Financial Services, Inc.Edward Jones01-05-2012
James Daniel Landers Jr.Raymond James Financial Services, Inc.Fidelity Brokerage Services LLC$10001-14-2014
Elisa Denise JonesRaymond James Financial Services, Inc.Fifth Third Securities, Inc.$1002-09-2017
Richard Chadwick DavisRaymond James Financial Services, Inc.First Citizens Financial Plus, Inc.12-04-2009
Heather P. McKinneyRaymond James Financial Services, Inc.FTB Advisors, Inc.08-15-2013
Jeffrey Lee FrancisRaymond James Financial Services, Inc.FTB Advisors, Inc.01-21-2009
Jill Elizabeth SuttonRaymond James Financial Services, Inc.FTB Advisors, Inc.01-21-2009
Mark Everett MccowanRaymond James Financial Services, Inc.HD Vest Investment Services01-07-2019
Rodney Taylor WrightRaymond James Financial Services, Inc.INVEST Financial Corporation$1009-28-2016
William Douglas ColburnRaymond James Financial Services, Inc.J.J.B. Hilliard, W.L. Lyons, LLC08-09-2013
Heidi Lynn KingRaymond James Financial Services, Inc.Jackson National Life Distributors LLC10-10-2013
Jennifer Jordan FeldhausRaymond James Financial Services, Inc.LPL Financial LLC$2507-02-2015
William Olon ScrogginsRaymond James Financial Services, Inc.LPL Financial LLC03-04-2015
Michael Wayne CartwrightRaymond James Financial Services, Inc.LPL Financial LLC12-19-2014
Next Page »

Showing 1 to 25 of 84 entries

Page 1 | 2 | 3 | 4

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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting It'll help us continue to serve you.

Yes, show me how to whitelist

Ad blocker detected. Please whitelist us or give premium a try.