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.

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jim ForsythLPL FinancialEdward Jones$9611-17-2017
Jeffrey Lehrer, Karl SchmidtkeLPL FinancialNorthland Securities$7209-27-2017
Robert BaileyLPL FinancialJPMorgan Chase & Co.$6109-25-2017
Bradford Clinard, Ronald ClinardLPL FinancialWells Fargo Advisors$12809-21-2017
Ian DietzLPL FinancialMorgan Stanley Wealth Management$7009-08-2017
Edward TaylorLPL FinancialSantander Securities LLC$6409-06-2017
Ronald ScottLPL FinancialBank of America Merrill Lynch$23108-31-2017
Robert FarmerLPL FinancialWells Fargo Advisors$19208-31-2017
Douglas AllenLPL FinancialWells Fargo Advisors$11908-25-2017
Jesse MillerLPL FinancialWells Fargo Advisors$8808-24-2017
Christopher DavisLPL FinancialCetera$8708-24-2017
Gabriella LundqvistLPL FinancialEdward Jones$7108-21-2017
James ChiaroLPL FinancialCitizens Investment Services$5308-18-2017
Peter ZagrobelnyLPL FinancialCitigroup$9308-14-2017
Christopher FleegleLPL FinancialCetera$8008-14-2017
Michael KoernerLPL FinancialH. Beck, Inc.$7008-04-2017
Marc MrugalaLPL FinancialEdward Jones$6508-04-2017
Janet BirdLPL FinancialSagePoint Financial$5307-31-2017
Sharon Barton, Jay SpectorLPL FinancialBank of America Merrill Lynch$31107-28-2017
Todd HomerLPL FinancialWaddell and Reed$9907-26-2017
John DolanLPL FinancialBank of America Merrill Lynch$16107-26-2017
Michael DieterLPL FinancialMSI Financial Services$9407-20-2017
Charlie Strong, Shane Gaddy, Kelly Lee, Kyle BochatLPL Financial Wells Fargo Advisors$35107-20-2017
Michael PickettLPL FinancialEdward Jones$5107-19-2017
Eric DevineLPL FinancialHuntington Investments$6307-17-2017
Next Page »

Showing 1 to 25 of 490 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15

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.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.