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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Chris KohneTriad AdvisorsLincoln Financial$10003-29-2018
Bill PickeringProEquitiesLincoln Financial$30008-30-2017
Thomas Burger, Jeanne HagarRaymond JamesLincoln Financial$15006-21-2017
Integrated Financial PartnersLPL FinancialLincoln Financial$4,00011-17-2016
Devin GarofaloLPL FinancialLincoln Financial$28010-31-2016
Richard HopeLPL FinancialLincoln Financial$5012-16-2015
Linda Allison, Derrell CrimmCommonwealth Financial NetworkLincoln Financial$10010-01-2015
Brian Hinson, Bob Johnson, Jonathan HornsbyLPL FinancialLincoln Financial$25004-30-2015
Todd CurryIndependent Advisor AllianceLincoln Financial$6504-20-2015
Justin A. Davidson, Howard N. KatzIntegrated Financial GroupLincoln Financial$8011-10-2014
John F. Donovan Securities AmericaLincoln Financial$010-31-2014
Marc G. LinskySummit Brokerage ServicesLincoln Financial$17010-21-2014
Jerome WallInvestacorpLincoln Financial$5007-24-2014
Garth IveyInvestacorpLincoln Financial$4511-29-2013
Kathy M. KeadleSecurities AmericaLincoln Financial$14011-14-2013
Charlotte Shaw, Gary ShawLPL FinancialLincoln Financial$36006-24-2013
Marc S. SchlieferLPL FinancialLincoln Financial$25005-04-2013
Sam Clark, James Davenport, Les BarberRoyal AllianceLincoln Financial$30003-06-2013
Level Four GroupLPL FinancialLincoln Financial$1,00011-13-2012
DeLynn Zell, Pete McCarn, Jeris Burns, David LeCompteLPL FinancialLincoln Financial$1,00008-14-2012
Pegasus Capital, Trinity Planning,, Stanziola FinancialCommonwealth Financial NetworkLincoln Financial$37505-11-2012
Kevin Donoghue, James DonoghueAmeriprise FinancialLincoln Financial$8404-10-2012
Zelek, AssociatesInvestors CapitalLincoln Financial$3004-01-2012
John Napolitano, George Clarke, Thomas Morrone, Michael Alexander, Max Kolbrenner, Gary Oman, Timothy McCarthy, Michael VelazquezLPL FinancialLincoln Financial$20001-25-2012
Bob Carson, Don Hannahs, Tim Kvech, Larry BriskinTriad AdvisorsLincoln Financial$60011-01-2010

Showing 1 to 25 of 25 entries

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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.

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