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
Douglas AllenLPL FinancialWells Fargo Advisors$11908-25-2017
Jesse MillerLPL FinancialWells Fargo Advisors$8808-24-2017
Cliff CosperLPL FinancialEdward Jones$6105-05-2017
James WebbLPL Financial Edward Jones$6802-23-2017
Anthony Bui, Quan LuuLPL Financial Wells Fargo Advisors$8301-20-2017
Naser AlzerLPL Financial Capital One$6012-12-2016
Karl GrahamLPL Financial JPMorgan Chase & Co.$6011-01-2016
Robert LenertzLPL Financial JPMorgan Chase & Co.$8010-18-2016
Quincy GoudeauLPL Financial JPMorgan Chase & Co.$6610-17-2016
Bradley BowmanLPL Financial Cetera$5010-14-2016
Kathleen Graham, Andrew Wyble LPL Financial Wells Fargo Advisors$15310-13-2016
Earnest SmithLPL Financial USAA Financial Advisors$6309-19-2016
Samuel RodriguezLPL Financial J.P. Morgan Securities LLC$6609-16-2016
Kim Campbell, Doris SilvaLPL Financial Wells Fargo Advisors$6609-13-2016
Brian KrukielLPL Financial J.P. Morgan Securities LLC$7009-01-2016
Daniel TapiaLPL Financial Voya Financial Advisors Partners$8508-25-2016
Mitchell LiesmannLPL Financial J.P. Morgan Securities LLC$7808-22-2016
Brian ButlerLPL Financial J.P. Morgan Securities LLC$6908-16-2016
Craig SeverinLPL Financial BBVA Securities$5008-08-2016
Chris Albertson, Tyler SteeleLPL Financial BBVA Securities$15008-05-2016
Jereme BriscoLPL Financial USAA Financial Advisors$28007-18-2016
Luisa EhrigLPL FinancialEdward Jones$10005-09-2016
Andrew SharpLPL FinancialCharles Schwab$34104-27-2016
Kevin Mccoy IILPL FinancialBBVA Securities$6002-09-2016
Jorge EscobedoLPL FinancialCetera$8512-17-2015
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Showing 1 to 25 of 35 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.