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
Advantage Financial GroupLPL FinancialNational Planning$2,00008-02-2012
Allyson TrantumLPL FinancialEdward Jones$6002-12-2016
Andrew DenneyLPL FinancialCambridge Investment Research$25710-29-2015
Andrew GonskiLPL FinancialAmeriprise Financial$10007-02-2013
Anthony ArcuriLPL FinancialWells Fargo Advisors$5512-18-2015
Anthony GambacortaLPL FinancialJPMorgan Chase & Co.$24002-17-2016
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
Brandon EdwardsLPL FinancialWaddell and Associates$5001-01-2016
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 Cotterell, Ryan OatesLPL FinancialInfinex Investments$13101-29-2016
Christopher Hagen, Daniel SloanLPL FinancialMorgan Keegan$18001-04-2012
Christopher HutsonLPL FinancialNorthern Trust$12503-08-2016
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
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Showing 1 to 25 of 190 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.