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
Advantage Financial GroupLPL FinancialNational Planning$2,00008-02-2012
Andrew GonskiLPL FinancialAmeriprise Financial$10007-02-2013
Anton BayerLPL FinancialSecurities America$11511-28-2011
Bill WoodwardLPL FinancialWells Fargo Advisors$10005-01-2015
Bobby WhiteLPL FinancialSecurities America$008-10-2011
Brandi HolmesLPL FinancialFidelity$27406-16-2015
Brian HillLPL FinancialWesBanco Securities$8207-27-2015
Brian Hinson, Bob Johnson, Jonathan HornsbyLPL FinancialLincoln Financial$25004-30-2015
Brian SmithLPL FinancialCUNA Brokerage Services$11003-30-2015
Bryan ForonjyLPL FinancialFidelity$17505-20-2015
Capstone Affluent StrategiesLPL FinancialPrudential Financial$45010-17-2012
Charlotte Shaw, Gary ShawLPL FinancialLincoln Financial$36006-24-2013
Christopher CliffordLPL FinancialWells Fargo Advisors$10007-07-2015
Christopher Hagen, Daniel SloanLPL FinancialMorgan Keegan$18001-04-2012
Clay Kearney, Roy SpinksLPL FinancialCapital One$43909-08-2015
Courtney McHargLPL FinancialAmeriprise Financial$9009-21-2015
Dale SchumacherLPL FinancialBaker Tilly Capital$31201-16-2015
Dale WolfLPL FinancialSun Trust Securities$10406-08-2015
Daniel Conard, Josiah JenningsLPL FinancialLarson Financial Securities$12001-08-2015
DeLynn Zell, Pete McCarn, Jeris Burns, David LeCompteLPL FinancialLincoln Financial$1,00008-14-2012
Dennis Long, Jerry HillLPL FinancialFirst Global Capital$13502-17-2015
Dennis Marshall, Kristin SchoenfelderLPL FinancialRoyal Alliance$8507-10-2015
Donald HeitzLPL FinancialFirst Command Financial$9008-04-2015
Donald LinkLPL FinancialFidelity$18009-18-2015
Donald PatrickLPL FinancialSecurities America$008-10-2011
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Showing 1 to 25 of 115 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.