Advisers on the Move

Track the latest teams of advisers and brokers who are changing firms and view recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

For production and additional details, click on adviser(s) name for full profile.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Samantha Minh DinhLPL Financial Edward Jones$5511-04-2016
Thomas BorsellinoLPL Financial MSI Financial Services$10011-04-2016
Ryan HigginsLPL Financial Edward Jones$7511-04-2016
Albert BergerWells Fargo AdvisorsJ.P. Morgan Securities LLC$10111-04-2016
Carl Gravina, Liana PoodiackRaymond JamesWells Fargo Advisors$45011-03-2016
Joshua HouleRaymond JamesEdward Jones$5011-03-2016
Robert RaeAmeriprise FinancialRBC Wealth Management$10511-02-2016
David HeideRBC Wealth ManagementWells Fargo Advisors$50011-02-2016
Mark BechtleCapitol SecuritiesWells Fargo Advisors$5011-02-2016
Michael ConatyLPL Financial FTB Advisors$5011-01-2016
Victor RaigozaLPL Financial Edward Jones$5311-01-2016
Karl GrahamLPL Financial JPMorgan Chase & Co.$6011-01-2016
David Graham, Sibyl Samuel LPL Financial Key Private Bank$6011-01-2016
Larry Silverman, Amy Legate360 Wealth ManagementLPL Financial$6511-01-2016
Robert Anderson, Michael Anderson, Laurie AndersonStifel Nicolaus & Co.Buttonwood Partners$20011-01-2016
Todd SmilerLPL Financial Wells Fargo Advisors$5510-31-2016
Curtis GreenLPL Financial Edward Jones$16010-31-2016
Curtis GreenLPL Financial Edward Jones$16010-31-2016
Steve Coggins, David R. Hartness, Chris JonesHightower AdvisorsCapital Investment Group$25010-31-2016
Devin GarofaloLPL FinancialLincoln Financial$28010-31-2016
Thomas MarkellLPL Financial Wells Fargo Advisors$25010-28-2016
Ken FurstMorgan Stanley Wealth ManagementStifel Nicolaus & Co.$28010-28-2016
Joseph Franklin, Sean FranklinLPL Financial NYLIFE Securities$5010-27-2016
Brian HoffmanLPL Financial PNC Investments $5010-27-2016
Chad Dufrene, Wally Gundlach, Chris Kenny, Tris Millard, Jack Rovetto, Benton Turnage, Brian WynneLPL FinancialJ.P. Morgan Securities LLC$1,40010-27-2016
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Disclaimer: The moves in this database come from a number of sources: InvestmentNews and other media reports, press releases, and direct submissions that have been reviewed by InvestmentNews. Any corrections, updates or clarifications should be e-mailed directly to the IN staff.