Advisers on the Move TEST

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
Jon Robert HansenRaymond James Financial Services, Inc.Edward Jones01-07-2019
Nicholas MartinRaymond James Financial Services, Inc.Edward Jones12-14-2018
Apoorv NegiRaymond James Financial Services, Inc.Edward Jones11-29-2018
Nicholas J HughesRaymond James Financial Services, Inc.Edward Jones11-14-2018
Michele Ann IngRaymond James Financial Services, Inc.Edward Jones11-05-2018
Justin W. GiffordRaymond James Financial Services, Inc.Edward Jones10-31-2018
Caroline Helen AlabachRaymond James Financial Services, Inc.Edward Jones10-22-2018
John Shannon SaunierRaymond James Financial Services, Inc.Edward Jones10-22-2018
Laurel Jackson CallawayRaymond James Financial Services, Inc.Edward Jones10-19-2018
Jonathan Samuel DawsonRaymond James Financial Services, Inc.Edward Jones09-12-2018
Ben Barry VossRaymond James Financial Services, Inc.Edward Jones09-07-2018
Kathleen Ann CoppolaRaymond James Financial Services, Inc.Edward Jones09-07-2018
Katelyn MesaRaymond James Financial Services, Inc.Edward Jones06-21-2018
Greg CancinoRaymond James Financial Services, Inc.Edward Jones06-04-2018
Erika Norma GonzalezRaymond James Financial Services, Inc.Edward Jones05-21-2018
Omar NassarRaymond James Financial Services, Inc.Edward Jones04-12-2018
Erin Stanley ReeveRaymond James Financial Services, Inc.Edward Jones03-28-2018
John Daniel McCoolRaymond James Financial Services, Inc.Edward Jones03-26-2018
Augustus Bo M. DavisRaymond James Financial Services, Inc.Edward Jones03-20-2018
Joseph Perry DawsonRaymond James Financial Services, Inc.Edward Jones03-19-2018
Joshua Ray AndrusRaymond James Financial Services, Inc.Edward Jones03-14-2018
Heather Renee AllmanRaymond James Financial Services, Inc.Edward Jones03-09-2018
Aaron Patrick StevensRaymond James Financial Services, Inc.Edward Jones02-15-2018
Zachary Richard DeboerRaymond James Financial Services, Inc.Edward Jones01-31-2018
Ryan Allen MillerRaymond James Financial Services, Inc.Edward Jones$704-02-2018
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Showing 1 to 25 of 36 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.