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
Barbara Ann LythjohanRaymond James Financial Services, Inc.AXA Advisors, LLC$3004-13-2018
Ross D. OlsonRaymond James Financial Services, Inc.Bernicke Wealth Management, Ltd.12-21-2015
Aaron Matthew SpitznerRaymond James Financial Services, Inc.BMO Investment Distributors, LLC11-21-2016
Jeffrey Scott BoehmRaymond James Financial Services, Inc.Cetera Investment Services LLC02-27-2013
Zachary Richard DeboerRaymond James Financial Services, Inc.Edward Jones01-31-2018
David James FreyRaymond James Financial Services, Inc.Edward Jones04-28-2017
Kay Marie TuttleRaymond James Financial Services, Inc.INVEST Financial Corporation08-06-2009
Donald Richard MathiasRaymond James Financial Services, Inc.J.W. Cole Advisors, Inc.02-06-2015
Paul Gerard ColdagelliRaymond James Financial Services, Inc.Landaas & Company$10004-28-2014
Dana B. TupperRaymond James Financial Services, Inc.LPL Financial LLC03-31-2016
Jeffrey Allen BeecroftRaymond James Financial Services, Inc.LPL Financial LLC06-15-2015
Kiersten Elizabeth BrennanRaymond James Financial Services, Inc.LPL Financial LLC02-07-2013
David Scott FiedlerRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated10-25-2018
Kevin R FisherRaymond James Financial Services, Inc.MetLife Securities Inc.$1011-10-2016
Kenneth William FlanneryRaymond James Financial Services, Inc.MetLife Securities Inc.03-11-2016
Catherine Ann JohnsonRaymond James Financial Services, Inc.Midwest Professional Planners, Ltd.07-19-2011
John James WhiteRaymond James Financial Services, Inc.MML Investors Services, LLC10-31-2018
Scott Charles AndersonRaymond James Financial Services, Inc.MML Investors Services, LLC$2509-07-2017
Jonathan William BurnsRaymond James Financial Services, Inc.MML Investors Services, LLC09-07-2017
Kasey James KinneyRaymond James Financial Services, Inc.MML Investors Services, LLC09-07-2017
Joseph Michael StillRaymond James Financial Services, Inc.Morgan Stanley03-27-2018
Beau Irving GoffRaymond James Financial Services, Inc.Northwestern Mutual Investment Services, LLC02-15-2017
Joseph Anthony TorelliRaymond James Financial Services, Inc.Principal Securities, Inc.08-12-2011
Charles Jackson Shoemaker Jr.Raymond James Financial Services, Inc.RBC Capital Markets, LLC$15009-13-2013
Jacquelyn Elizabeth RizzoRaymond James Financial Services, Inc.RBC Capital Markets, LLC$5009-13-2013
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Showing 1 to 25 of 38 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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