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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
Timothy Aubin, Robert BrownLPL FinancialJPMorgan Chase & Co.$20707-21-2015
Tom Weissenburger, David OlberdingLPL FinancialRaymond James$22007-14-2015
Johnny Lang, Michael TaylorLPL FinancialMorgan Stanley Wealth Management$35006-25-2015
V. John Threlkeld, John Saylor, Charles Presti, Milton Guzman, Jon LeeLPL FinancialFirst Allied Securities$20506-25-2015
Brian Hinson, Bob Johnson, Jonathan HornsbyLPL FinancialLincoln Financial$25006-25-2015
Rick SchenckLPL FinancialCapital One$13006-25-2015
Shelley Moncrief, Jarrod LegeLPL FinancialCapital One$19406-25-2015
Tim Clepper, Kelly KuennenLPL FinancialMorgan Stanley Wealth Management$20006-25-2015
Bill WoodwardLPL FinancialWells Fargo Advisors$10006-17-2015
Steven J. DryerLPL FinancialSII Investments$15006-09-2015
P. David SolimanLPL FinancialJPMorgan Chase & Co.$17505-14-2015
Lester P. Botkin, Sara B. Botkin, Lester H. BotkinLPL FinancialMorgan Stanley Wealth Management$21003-23-2015
John E. CarrollLPL FinancialBank of America Merrill Lynch$13002-09-2015
Thomas A. BraunLPL FinancialFifth Third Securities$1,20009-22-2014
Sean A. SmalleyLPL FinancialCharles Schwab$7504-11-2014
Vladislav Krubich, Tony MayoLPL FinancialAmeriprise Financial$002-19-2014
Michael A. RogersLPL FinancialCommonwealth Financial Network$15002-04-2014
Ellen M. Duhamel, Thomas J. DornoffLPL FinancialMorgan Stanley Wealth Management$13001-13-2014
Jonathan A. Owenby, Jeffrey T. JonesLPL FinancialSuntrust Investment Services$15001-03-2014
Paul E. HouseyLPL FinancialNorthstar Financial$7812-17-2013
Kelley F. Snook, Jr.LPL FinancialNorthstar Financial$4,30012-17-2013
John M. Cartolano Jr.LPL FinancialAmeriprise Financial$20012-10-2013
Matthew Cunningham, Erik WilliamsLPL FinancialPark Avenue Securities$012-04-2013
Romaine A. Macomb, Theresa V. DonatelliLPL FinancialEssex Financial Services$80010-10-2013
VisionPoint Advisory GroupLPL FinancialSecurian Financial Services$1,00010-03-2013
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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.