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.

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Latest moves

Adviser(s) Firm joining Firm leaving AUM ($M) Date
James Steven OrrChalice Capital Partners, LLCRaymond James Financial Services, Inc.01-02-2019
Julie Allen GuytonChalice Capital Partners, LLCRaymond James Financial Services, Inc.01-02-2019
Lawrence Arthur Gekiere JrChalice Capital Partners, LLCRaymond James Financial Services, Inc.01-02-2019
Michael John Krach JrChalice Capital Partners, LLCRaymond James Financial Services, Inc.01-02-2019
Margaret Power DavisChalice Capital Partners, LLCRaymond James Financial Services, Inc.01-02-2019
Diarra Koro WilliamsChalice Capital Partners, LLCRaymond James Financial Services, Inc.01-02-2019
Gregory Scott KalbChalice Capital Partners, LLCRaymond James Financial Services, Inc.01-02-2019
Colin James BoddickerChalice Capital Partners, LLCRaymond James Financial Services, Inc.01-02-2019
David Lee StevensChalice Capital Partners, LLCRaymond James Financial Services, Inc.01-02-2019
Alan Luther MillerChalice Capital Partners, LLCRaymond James Financial Services, Inc.01-02-2019
Eryn Shealy MyersChalice Capital Partners, LLCRaymond James Financial Services, Inc.01-02-2019
Monica EakerChalice Capital Partners, LLCRaymond James Financial Services, Inc.01-02-2019
Emily Catherine DawsonChalice Capital Partners, LLCRaymond James Financial Services, Inc.01-02-2019
Richard Wayne JacksonChalice Capital Partners, LLCRaymond James Financial Services, Inc.$15001-02-2019
Dale Littleton Cloud JrChalice Capital Partners, LLCRaymond James Financial Services, Inc.$15001-02-2019

Showing 1 to 15 of 15 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.