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.

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
Mark Allen BarefieldRaymond James Financial Services, Inc.Edward Jones$15009-18-2020
Donna Jane HeatherleyRaymond James Financial Services, Inc.Edward Jones08-28-2020
Darcy Megan McLindenRaymond James Financial Services, Inc.Edward Jones$5010-31-2019
Richard Charles McLinden IIIRaymond James Financial Services, Inc.Edward Jones$10010-29-2019
Felicia Ann BrightbillRaymond James Financial Services, Inc.Edward Jones05-17-2019
Jason Lee HarrisRaymond James Financial Services, Inc.Edward Jones02-01-2019
Zachary P HoltzmanRaymond James Financial Services, Inc.Edward Jones$2505-17-2018
Joshua Ray AndrusRaymond James Financial Services, Inc.Edward Jones03-14-2018
Isaac Franklin Stevens JrRaymond James Financial Services, Inc.Edward Jones$10002-15-2018
Aaron Patrick StevensRaymond James Financial Services, Inc.Edward Jones$15002-15-2018
Jason S StanleyRaymond James Financial Services, Inc.Edward Jones01-05-2018
Jeffery William HolmesRaymond James Financial Services, Inc.Edward Jones08-25-2017
Joseph Daniel BlackRaymond James Financial Services, Inc.Edward Jones$4508-03-2017
Gary Don DeckerRaymond James Financial Services, Inc.Edward Jones$50007-05-2017
Stacy Renee BrooksRaymond James Financial Services, Inc.Edward Jones$10006-02-2017
Ronald Fredrick ColeRaymond James Financial Services, Inc.Edward Jones$7103-01-2017
Jared Chrisman ColeRaymond James Financial Services, Inc.Edward Jones$2503-01-2017
Joe Rance GregoryRaymond James Financial Services, Inc.Edward Jones06-03-2016
Scott A LyssyRaymond James Financial Services, Inc.Edward Jones12-18-2015
Michael Kelly GunterRaymond James Financial Services, Inc.Edward Jones12-11-2015
Matthew Clayton GunterRaymond James Financial Services, Inc.Edward Jones12-11-2015
Susan Janice SantamariaRaymond James Financial Services, Inc.Edward Jones$10810-30-2015
Richard Foley SantamariaRaymond James Financial Services, Inc.Edward Jones10-30-2015
Billy Cliff BelcherRaymond James Financial Services, Inc.Edward Jones11-26-2014
David Daniel SilvaRaymond James Financial Services, Inc.Edward Jones08-23-2013
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Showing 1 to 25 of 35 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.