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
Aaron Carey UndsethRaymond James Financial Services, Inc.Edward Jones$10002-20-2009
Adam Lewis JohnsonRaymond James Financial Services, Inc.Waddell & Reed10-27-2017
Andrew Damian BakerRaymond James Financial Services, Inc.MML Investors Services, LLC$25012-03-2018
Andrew Michael LawrenceRaymond James Financial Services, Inc.Waddell & Reed03-30-2017
Andrew W. HergertRaymond James Financial Services, Inc.UBS Financial Services Inc.$50010-04-2013
Andrew William RodgersRaymond James Financial Services, Inc.BrokersXpress LLC$10007-31-2012
Andrew William RodgersRaymond James Financial Services, Inc.AXA Advisors, LLC06-15-2010
Anthony Craig HauensteinRaymond James Financial Services, Inc.Ameriprise Financial Services, Inc.05-26-2015
Apoorv NegiRaymond James Financial Services, Inc.Edward Jones11-29-2018
Brent H. SolowayRaymond James Financial Services, Inc.MetLife Securities Inc.$50008-12-2013
Brian Delbert FrederickRaymond James Financial Services, Inc.BrokersXpress LLC$10007-31-2012
Brian Earl TeegardinRaymond James Financial Services, Inc.Edward Jones$10002-16-2018
Brian Rene TorgersonRaymond James Financial Services, Inc.Cetera Advisor Networks LLC$25010-25-2019
Brian Timothy DuffyRaymond James Financial Services, Inc.Edward Jones$10012-04-2009
Bryan John KulpRaymond James Financial Services, Inc.HSBC Securities (USA) Inc.03-23-2015
Caroline Helen AlabachRaymond James Financial Services, Inc.Edward Jones$10010-22-2018
Charles Arthur CoxRaymond James Financial Services, Inc.BrokersXpress LLC07-31-2012
Charles Dean CotterillRaymond James Financial Services, Inc.Edward Jones$50001-22-2019
Christopher James SelvarRaymond James Financial Services, Inc.Goldbloom Wealth Management LLC08-22-2017
Christopher Wayne HudecRaymond James Financial Services, Inc.Edward Jones$10012-17-2010
Darreld Christian Hutchins Jr.Raymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$15007-09-2009
David Richard StarryRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$15004-29-2019
Debra Mae JohnsonRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$15010-24-2014
Devere Scott DudleyRaymond James Financial Services, Inc.Edward Jones$10005-25-2018
Donald Lee Kerr IIIRaymond James Financial Services, Inc.CUSO Financial Services, L.P.$10010-15-2014
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Showing 1 to 25 of 90 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


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