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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Amanda Marie AlvaradoThe Huntington Investment CompanyLPL Financial LLC09-19-2019
Jason Robert SmootThe Huntington Investment CompanyLPL Financial LLC08-09-2018
Leshawn Maurice PowersThe Huntington Investment CompanyLPL Financial LLC06-11-2018
Karla Michelle KaforeyThe Huntington Investment CompanyLPL Financial LLC09-21-2017
Henry Leigh GerstenbergerThe Huntington Investment CompanyLPL Financial LLC$10002-01-2017
Kelly Lyn TischartThe Huntington Investment CompanyLPL Financial LLC$10002-01-2017
Charles Edwin KerrThe Huntington Investment CompanyLPL Financial LLC$10002-01-2017
Kevin Alexander HackThe Huntington Investment CompanyLPL Financial LLC$10002-01-2017
Eric Douglas RotoloThe Huntington Investment CompanyLPL Financial LLC$10002-01-2017
David Samuel LockmanThe Huntington Investment CompanyLPL Financial LLC$10002-01-2017
Kevin A. MeekThe Huntington Investment CompanyLPL Financial LLC$10002-01-2017
Kenneth Ray MiddaughThe Huntington Investment CompanyLPL Financial LLC$10002-01-2017
James Joseph Tillman Jr.The Huntington Investment CompanyLPL Financial LLC$10002-01-2017
Kristine Ann JohnsonThe Huntington Investment CompanyLPL Financial LLC$10002-01-2017
Gregory James SporerThe Huntington Investment CompanyLPL Financial LLC$15002-01-2017
Kenneth Benjamin PerrinThe Huntington Investment CompanyLPL Financial LLC$25002-01-2017
Timothy Aaron BrightThe Huntington Investment CompanyLPL Financial LLC$25002-01-2017
Robert Dewayne Olsen Jr.The Huntington Investment CompanyLPL Financial LLC$50002-01-2017
Edmund Chester WojciechowskiThe Huntington Investment CompanyLPL Financial LLC$50002-01-2017
James Paul KuceraThe Huntington Investment CompanyLPL Financial LLC$50002-01-2017
Kevin Neil BenjaminThe Huntington Investment CompanyLPL Financial LLC$50002-01-2017
John Charles LambertThe Huntington Investment CompanyLPL Financial LLC$50002-01-2017
John Christopher EstesThe Huntington Investment CompanyLPL Financial LLC$50002-01-2017
Wendy Ann MuellerThe Huntington Investment CompanyLPL Financial LLC02-01-2017
Judy Lee NashThe Huntington Investment CompanyLPL Financial LLC02-01-2017
Next Page »

Showing 1 to 25 of 77 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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