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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Yonglin RenLPL Financial LLCEdward Jones02-04-2011
William Thomas ManolopoulosLPL Financial LLCEdward Jones10-16-2014
William T StoebigLPL Financial LLCEdward Jones12-18-2012
William Scott MosesLPL Financial LLCEdward Jones$1007-01-2011
William Ryan TrippLPL Financial LLCEdward Jones$2508-21-2014
William Robert PatonLPL Financial LLCEdward Jones01-21-2011
William Joseph PachecoLPL Financial LLCEdward Jones$5009-14-2012
William HindsLPL Financial LLCEdward Jones$7210-10-2017
William Henry BryanLPL Financial LLCEdward Jones$5005-15-2013
William Frank Bauerband Jr.LPL Financial LLCEdward Jones12-10-2018
William Anthony MonaccioLPL Financial LLCEdward Jones03-27-2018
Wendy Louise MarshallLPL Financial LLCEdward Jones$10009-10-2014
Walter Rey CinoccoLPL Financial LLCEdward Jones$1009-07-2010
Walter Peter MacudaLPL Financial LLCEdward Jones06-20-2012
Walter J HielLPL Financial LLCEdward Jones$2504-27-2009
Wade Bensieck BramlittLPL Financial LLCEdward Jones06-17-2019
Vondal Radean DavidsonLPL Financial LLCEdward Jones07-08-2015
Vondal DavidsonLPL Financial LLCEdward Jones$20007-09-2015
Victor RaigozaLPL Financial LLCEdward Jones$5311-01-2016
Victor Paul RaigozaLPL Financial LLCEdward Jones$5011-01-2016
Victor Jay EdwardsLPL Financial LLCEdward Jones11-02-2015
Tyler M. KozelkaLPL Financial LLCEdward Jones05-22-2015
Troy Ashley GentryLPL Financial LLCEdward Jones12-10-2012
Tristan S. LawrieLPL Financial LLCEdward Jones02-14-2012
Trina Nachea DuhonLPL Financial LLCEdward Jones02-28-2014
Next Page »

Showing 1 to 25 of 521 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


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