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
Eric DevineLPL FinancialHuntington Investments$6307-17-2017
Tom HerbruckLPL FinancialKestra Financial$47104-03-2017
Paul GuerraLPL FinancialWells Fargo Advisors$7003-21-2017
Jason Borrasso, Richard GanimLPL FinancialMetLife Securities$6002-23-2017
Mark MorganLPL FinancialMoney Concepts Captial$11512-16-2016
James Jones, Steven SmetanaLPL FinancialAmeriprise Financial$6412-09-2016
Joshua Anglin, Thomas Compernolle LPL FinancialAmeriprise Financial$5412-08-2016
Thomas MarkellLPL FinancialWells Fargo Advisors$25010-28-2016
Michael RogersLPL FinancialFifth Third Securities$5409-02-2016
Shawn VanceLPL FinancialJPMorgan Chase & Co.$20009-01-2016
Matthew TraywickLPL FinancialWesBanco Securities$6005-16-2016
Chandon Simonis, John NiermeyerLPL FinancialWells Fargo Advisors$51604-28-2016
Dustin DeFrancoLPL FinancialJPMorgan Chase & Co.$5004-08-2016
Susan Coy-KamphLPL FinancialHuntington Investments$11212-10-2015
Nicole JervisLPL FinancialHuntington Investments$6012-09-2015
Thomas Neess, Alan Runkel, William ThompsonLPL FinancialSterne Agee$9610-01-2015
Linda Horn-Grubbs, Robert HornLPL FinancialMoney Concepts Captial$8009-24-2015
Shawn McCombsLPL FinancialHuntington Investments$14507-01-2015
Thomas KennedyLPL FinancialRoyal Alliance$60005-27-2015
Tim Clepper, Kelly KuennenLPL FinancialMorgan Stanley Wealth Management$20001-09-2015
Steven Jung, Timothy Lysaght, Patrick Lysaght,LPL FinancialMorgan Keegan$18511-28-2011

Showing 1 to 21 of 21 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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