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
Evan Taejin ChungRaymond James Financial Services, Inc.Cantella & Co., Inc.07-17-2019
James Lee Cook Jr.Raymond James Financial Services, Inc.Raymond James & Associates, Inc.07-15-2019
Timothy Paul PortelanceRaymond James Financial Services, Inc.Edward Jones07-12-2019
Adam Alexander GelmonRaymond James Financial Services, Inc.J.P. Morgan Securities LLC07-12-2019
Michael Richard KannerRaymond James Financial Services, Inc.Morgan Stanley07-11-2019
Derrick John GlencerRaymond James Financial Services, Inc.LPL Financial LLC07-10-2019
Christopher M Michael JackowskiRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated07-10-2019
Sean MolloyRaymond James Financial Services, Inc.Ameriprise Financial Services, Inc.$5007-08-2019
Bryan Lee BlackwellRaymond James Financial Services, Inc.Ameriprise Financial Services, Inc.$1007-08-2019
Nancy Jean OnderkoRaymond James Financial Services, Inc.Ameriprise Financial Services, Inc.07-08-2019
Tony James WittrockRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$5007-02-2019
Clifton James LaddRaymond James Financial Services, Inc.Raymond James & Associates, Inc.07-02-2019
Kathleen BarlowRaymond James Financial Services, Inc.Raymond James & Associates, Inc.07-01-2019
Robert Dean Pippenger Jr.Raymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC06-25-2019
Jason L. RebbeRaymond James Financial Services, Inc.Edward Jones06-20-2019
Jennifer Anne RebbeRaymond James Financial Services, Inc.Edward Jones06-20-2019
Lee Henderson, George Hutter, Megan Giardina, Christine Shea, Patrick KunglRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$37206-17-2019
Lee Siegal HendersonRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$5006-17-2019
George R. HutterRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated06-17-2019
Megan Elise GiardinaRaymond James Financial Services, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated06-17-2019
Christopher HartRaymond James Financial Services, Inc.Thrivent Investment Management Inc.06-14-2019
Brian Matthew ReesRaymond James Financial Services, Inc.Vantage Financial Group, Inc.06-07-2019
William Francis Gold Jr.Raymond James Financial Services, Inc.UBS Financial Services Inc.$5006-06-2019
Philip Brian ChandlerRaymond James Financial Services, Inc.Gage-Wiley & Co., Inc.06-05-2019
Robert Lee MooreRaymond James Financial Services, Inc.MML Investors Services, LLC06-03-2019
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Showing 1 to 25 of 251 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.

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