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
John Osterberg, Chad Pannell, Philip Lee, Taylor BryantLPL FinancialAmeriprise Financial$20006-21-2016
Eric P. BurtonLPL FinancialMegent Financial$45005-17-2016
Luisa EhrigLPL FinancialEdward Jones$10005-09-2016
David Giegerich, David ProvinsalLPL FinancialFirst Allied Securities$30504-26-2016
Hunter HartLPL FinancialEdward Jones$5503-31-2016
David WeigandLPL FinancialM&T Securities$11803-28-2016
Richard NakawataseLPL FinancialFirst Allied Securities$5003-14-2016
Kevin MerlingLPL FinancialFidelity$15003-11-2016
Christopher HutsonLPL FinancialNorthern Trust$12503-08-2016
Elizabeth SkillmanLPL FinancialTD Wealth Management Services$45303-04-2016
Edwin BlanchardLPL FinancialMorgan Stanley Wealth Management$6002-19-2016
Robert BlanchardLPL FinancialMorgan Stanley Wealth Management$9602-19-2016
Anthony GambacortaLPL FinancialJPMorgan Chase & Co.$24002-17-2016
Philip DosterLPL FinancialBank of America Merrill Lynch$10402-17-2016
Philip Fogli Sr., Philip Fogli Jr., Marcos Lopez, David Marcinowski, Joshua WalkerLPL FinancialGeneos Wealth Management$33502-16-2016
Allyson TrantumLPL FinancialEdward Jones$6002-12-2016
Kevin Mccoy IILPL FinancialBBVA Securities$6002-09-2016
Frank MartinLPL FinancialRaymond James$7001-29-2016
Christopher Cotterell, Ryan OatesLPL FinancialInfinex Investments$13101-29-2016
Jacob ChaparroLPL FinancialTD Wealth Management Services$50501-27-2016
Mark Griffin, Roy WellsLPL FinancialWaddell and Associates$12001-25-2016
Stephen WendtLPL FinancialCommonwealth Financial$35001-25-2016
Vincent SturmLPL FinancialInvestacorp$5301-20-2016
Elizabeth MastromarinoLPL FinancialGeneos Wealth Management$5501-11-2016
Peter BellLPL FinancialStifel Nicolaus & Co.$5001-11-2016
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Showing 1 to 25 of 191 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.