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
Brian Christopher HarwoodLPL Financial LLCEdward Jones03-09-2018
Matthew C StoutenburgLPL Financial LLCEdward Jones05-23-2017
Jason CurtisLPL Financial LLCEdward Jones$5006-13-2016
Kelly OlczakLPL Financial LLCEdward Jones$11005-23-2016
William Thomas ManolopoulosLPL Financial LLCEdward Jones10-16-2014
George Panagiotis FoliasLPL Financial LLCEdward Jones$2504-17-2014
Thomas W LawlerLPL Financial LLCEdward Jones$1003-26-2013
Marguerite DanaherLPL Financial LLCEdward Jones12-19-2012
David Lee ZambottiLPL Financial LLCEdward Jones01-31-2012
Joshua William StrattonLPL Financial LLCEdward Jones$1010-03-2011
Daniel Patrick TwomeyLPL Financial LLCEdward Jones$1009-23-2011
Kenneth JacobsenLPL Financial LLCEdward Jones02-22-2011
Curtis Robert RegruitLPL Financial LLCEdward Jones11-26-2010

Showing 1 to 13 of 13 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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