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
Adam HeckmanLPL Financial Fifth Third Securities$8401-27-2017
Adriane Lowe, Roy Moon, Anthony TurcotteLPL Financial MML Investors Services$15101-20-2017
Advantage Financial GroupLPL FinancialNational Planning$2,00008-02-2012
Alexander Brueske, Scott Brueske, Spencer BrueskeLPL Financial Waddell and Associates$22011-07-2016
Allyson TrantumLPL FinancialEdward Jones$6002-12-2016
Amal BenbrahimLPL Financial Wells Fargo Advisors$5110-14-2016
Andrea Klipfel, Kevin KlipfelLPL Financial Wells Fargo Advisors$7509-28-2016
Andrew DenneyLPL FinancialCambridge Investment Research$25710-29-2015
Andrew GonskiLPL FinancialAmeriprise Financial$10007-02-2013
Andrew PerceleanuLPL FinancialU.S. Bancorp Investments$5006-15-2016
Andrew SharpLPL FinancialCharles Schwab$34104-27-2016
Anil SinghLPL FinancialJ.P. Morgan Securities LLC$26005-02-2016
Anthony ArcuriLPL FinancialWells Fargo Advisors$5512-18-2015
Anthony Bui, Quan LuuLPL Financial Wells Fargo Advisors$8301-20-2017
Anthony GambacortaLPL FinancialJPMorgan Chase & Co.$24002-17-2016
Anthony O'Connor, Leo O'Connor LPL Financial Lincoln Investment Planning$14711-07-2016
Anton BayerLPL FinancialSecurities America$11511-28-2011
Arnold FeldmanLPL Financial Bank of America Merrill Lynch$5008-31-2016
Arthur Smith IILPL FinancialFirst Allied Securities$8006-22-2016
Ashley CurielLPL FinancialCUSO Financial Services, L.P.$5404-21-2016
Austin Booker, James FallonLPL FinancialWoodbury Financial Services$10006-24-2016
Barbara Trombley, Michael TrombleyLPL Financial Fifth Third Securities$5108-08-2016
Bill WoodwardLPL FinancialWells Fargo Advisors$10005-01-2015
Bobby WhiteLPL FinancialSecurities America$008-10-2011
Bradley Bakken, Tim Bush, Sean Deichert, Katharine Eggiman, Paul Fleming, Melissa Hexum, Kelly Hubrig, Gregory Johnson, Ryan Johnson, Michael Kobbervig, John Kuhn, Lisa Moe, Cody Reiland, Craig Samuelson, Paula Swanson, Steven Swanson, Tammy Wood LPL Financial Cetera$78002-28-2017
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Showing 1 to 25 of 469 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.