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.


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Scott Douglas WilliamsLPL Financial Raymond James$9902-24-2017
Brian ButlerLPL Financial J.P. Morgan Securities LLC$7002-06-2017
Steve Hacker, Brian Menickella, Mark Schatzel LPL Financial TFS Securities$23212-27-2016
Mark MorganLPL Financial Money Concepts Captial$11512-16-2016
Garth LurveyLPL Financial Suntrust Investment Services$5012-15-2016
Jeffrey RobinLPL Financial JPMorgan Chase & Co.$6012-15-2016
Wayne GreenoughLPL Financial MSI Financial Services$9212-15-2016
Jack BuckleyLPL Financial Commonwealth Financial Network$12012-15-2016
Scott Ellingson, James LoweLPL Financial Commonwealth Financial Network$13012-15-2016
Stephen MaganaLPL Financial JPMorgan Chase & Co.$13012-15-2016
Michael LenahanLPL Financial Suntrust Investment Services$7512-14-2016
Herbert Moody Jr.LPL Financial Capital Guardian$16012-14-2016
Kyle JohnstonLPL Financial Northwestern Mutual $6812-13-2016
Steven LandwersiekLPL Financial Ameriprise Financial$5012-12-2016
Frederick ShowsLPL Financial Waddell and Associates$5012-12-2016
Jason SingletonLPL Financial Wells Fargo Advisors$5512-12-2016
Naser AlzerLPL Financial Capital One$6012-12-2016
Michael HolligerLPL Financial Fidelity$15012-12-2016
Robert EddinsLPL Financial FTB Advisors$6312-09-2016
James Jones, Steven SmetanaLPL Financial Ameriprise Financial$6412-09-2016
Kyle MatkaitisLPL Financial Fidelity$30012-09-2016
Joshua Anglin, Thomas Compernolle LPL Financial Ameriprise Financial$5412-08-2016
Timothy HammondLPL Financial USAA Financial Advisors$12512-08-2016
Jayson Capling, Robert Roar Jr. LPL Financial U.S. Bancorp Investments$16812-07-2016
Jomar FernandezLPL Financial PNC Investments $6012-02-2016
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Showing 1 to 25 of 394 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.