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.

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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron Herwig, Jonathan HinesLPL FinancialWaddell and Associates$7511-16-2017
Adam HeckmanLPL FinancialFifth Third Securities$8401-27-2017
Adriane Lowe, Roy Moon, Anthony TurcotteLPL FinancialMML Investors Services$15101-20-2017
Advantage Financial GroupLPL FinancialNational Planning$2,00008-02-2012
Alexander Brueske, Scott Brueske, Spencer BrueskeLPL FinancialWaddell and Associates$22011-07-2016
Allyson TrantumLPL FinancialEdward Jones$6002-12-2016
Amal BenbrahimLPL FinancialWells Fargo Advisors$5110-14-2016
Andrea Klipfel, Kevin KlipfelLPL FinancialWells 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 Roller, H. Dewey ThompsonLPL FinancialCFD Investments, Inc.$10110-23-2017
Andrew SharpLPL FinancialCharles Schwab$34104-27-2016
Anil SinghLPL FinancialJPMorgan Chase & Co.$26005-02-2016
Anthony ArcuriLPL FinancialWells Fargo Advisors$5512-18-2015
Anthony Bui, Quan LuuLPL FinancialWells Fargo Advisors$8301-20-2017
Anthony GambacortaLPL FinancialJPMorgan Chase & Co.$24002-17-2016
Anthony O'Connor, Leo O'Connor LPL FinancialLincoln Investment Planning$14711-07-2016
Anton BayerLPL FinancialSecurities America$11511-28-2011
Argiroula MastrodimosLPL FinancialWells Fargo Advisors$9110-06-2017
Arnold FeldmanLPL FinancialBank 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 FinancialFifth Third Securities$5108-08-2016
Next Page »

Showing 1 to 25 of 536 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.