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
Robert FrankLPL FinancialWells Fargo Advisors$12006-10-2016
Bradley TowsonLPL FinancialMorgan Stanley Wealth Management$8004-14-2016
Linda ChappellLPL FinancialEdward Jones$6001-01-2016
Kirk Wilkerson, Andy LubbenLPL FinancialRonald Blue & Co.$18510-16-2015
Mark Cross, John Caldwell, Jason NortonLPL FinancialWells Fargo Advisors$15004-17-2015
Jonathan A. Owenby, Jeffrey T. JonesLPL FinancialSuntrust Investment Services$15009-16-2013
Donald PatrickLPL FinancialSecurities America$008-10-2011

Showing 1 to 7 of 7 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.