Advisers on the Move

Never miss a move. The industry's only comprehensive database of financial advisers and brokers changing firms. View over a decade of recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Benjamin Rueff WilliamsL.M. Kohn & CompanyAXA Advisors, LLC07-14-2009
Wilbur Spear Hemby Jr.Level Four Advisory ServicesAXA Advisors, LLC09-08-2015
Mary Elizabeth SargentLevel Four Advisory ServicesAXA Advisors, LLC09-08-2015
John P BergmannLincoln Financial Advisors CorporationAXA Advisors, LLC$4304-13-2018
Sean GuillLincoln Financial Advisors CorporationAXA Advisors, LLC09-08-2016
Chelsea M. ZilingerLincoln Financial Advisors CorporationAXA Advisors, LLC08-11-2016
Aaron StanleyLincoln Financial Advisors CorporationAXA Advisors, LLC01-04-2016
Marcus LuckenederLincoln Financial Advisors CorporationAXA Advisors, LLC11-02-2015
Charles William Brown Jr.Lincoln Financial Advisors CorporationAXA Advisors, LLC01-20-2015
Timothy Jon VeazeyLincoln Financial Advisors CorporationAXA Advisors, LLC$5001-14-2015
Ryan Jarrett SchaeferLincoln Financial Advisors CorporationAXA Advisors, LLC12-04-2014
Andrew D. TuellLincoln Financial Advisors CorporationAXA Advisors, LLC$1011-11-2014
Jason Scott FitzLincoln Financial Advisors CorporationAXA Advisors, LLC$1007-15-2014
Cole J. StonemanLincoln Financial Advisors CorporationAXA Advisors, LLC11-27-2013
David Howard SteinhardtLincoln Financial Advisors CorporationAXA Advisors, LLC07-13-2010
Ernest Royal Massenberg IIILincoln Financial Advisors CorporationAXA Advisors, LLC07-22-2009
Christopher D McFaddenLincoln Financial Securities CorporationAXA Advisors, LLC02-04-2019
Monica Ann StrongLincoln Financial Securities CorporationAXA Advisors, LLC$2510-29-2018
Alejandro S. MasferrerLincoln Financial Securities CorporationAXA Advisors, LLC$1007-09-2018
Deborah Jordan WilliamsLincoln Financial Securities CorporationAXA Advisors, LLC06-01-2017
Larry Allen Hyde IILincoln Financial Securities CorporationAXA Advisors, LLC03-20-2015
Justin Travis HardyLincoln InvestmentAXA Advisors, LLC01-02-2013
Robert Scott WandsLincoln InvestmentAXA Advisors, LLC05-11-2010
Abel MolinaLPL Financial LLCAXA Advisors, LLC10-09-2019
Dylan Chase McdowellLPL Financial LLCAXA Advisors, LLC07-11-2019
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Showing 351 to 375 of 943 entries

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Disclaimer & Methodology: The InvestmentNews Advisers on the Move database is designed to capture all recruiting activity of retail financial advisers/teams of advisers as they move from one firm to another. The activity recorded within the database comes from a number of sources, including InvestmentNews and other media reports; press releases; direct submissions that have been reviewed by InvestmentNews; and regulatory filings. To qualify as a move, no more than 60 days can have elapsed between the date an adviser/team leaves one firm and the date they join another. Any adviser registration changes that came as a result of merger & acquisition activity are not recorded as moves in the database. Finally, please note that all AUM data is user-submitted and is not audited by InvestmentNews or any regulatory agency. When AUM data is unavailable, a “ — “ is listed in the record’s AUM field entry. All data and information is the property of InvestmentNews LLC and is protected by copyright and other intellectual property laws. All rights are reserved by InvestmentNews LLC. Data may only be viewed on InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.

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