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
Integrated Financial PartnersLPL FinancialLincoln Financial$4,00011-17-2016
Ryan HigginsLPL Financial Edward Jones$7511-04-2016
Devin GarofaloLPL FinancialLincoln Financial$28010-31-2016
Chad Dufrene, Wally Gundlach, Chris Kenny, Tris Millard, Jack Rovetto, Benton Turnage, Brian WynneLPL FinancialJ.P. Morgan Securities LLC$1,40010-27-2016
James LesniewskiLPL Financial Ameriprise Financial$6009-30-2016
Erin Lapidus, Jeff LapidusLPL Financial National Planning$14009-30-2016
Paul Benge, Sheldon BengeLPL Financial Wells Fargo Advisors$15509-30-2016
Trevor BrightLPL Financial Fidelity$17709-29-2016
Eric DemarcusLPL Financial Wells Fargo Advisors$8509-29-2016
John WileyLPL Financial Edward Jones$7009-28-2016
Andrea Klipfel, Kevin KlipfelLPL Financial Wells Fargo Advisors$7509-28-2016
Mark OuttenLPL Financial M&T Securities$7009-21-2016
Vincent MartinoLPL Financial HSBC Private Bank$7009-19-2016
Earnest SmithLPL Financial USAAA Financial Advisors$6309-19-2016
Samuel RodriguezLPL Financial J.P. Morgan Securities LLC$6609-16-2016
Christine PaulLPL Financial J.P. Morgan Securities LLC$9809-13-2016
Kim Campbell, Doris SilvaLPL Financial Wells Fargo Advisors$6609-13-2016
Dana JohnstonLPL Financial Ameriprise Financial$11309-09-2016
Jay TaylorLPL Financial Ameriprise Financial$6009-02-2016
Michael RogersLPL Financial Fifth Third Securities$5409-02-2016
Steven SwansonLPL Financial J.P. Morgan Securities LLC$23709-02-2016
Mark MahaneyLPL Financial Wells Fargo Advisors$5009-02-2016
Shawn VanceLPL Financial J.P. Morgan Securities LLC$20009-01-2016
Brian KrukielLPL Financial J.P. Morgan Securities LLC$7009-01-2016
Arnold FeldmanLPL Financial Bank of America Merrill Lynch$5008-31-2016
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Showing 1 to 25 of 313 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.