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
Justin D MagerEdward JonesLPL Financial LLC06-17-2019
Savannah GerloffEdward JonesLPL Financial LLC04-01-2019
Kirk Eric DoyleEdward JonesLPL Financial LLC02-01-2019
Jena Lynn SullivanEdward JonesLPL Financial LLC01-07-2019
Robert Nathan WillisonEdward JonesLPL Financial LLC12-14-2018
Valerie Ann RobertsWells Fargo Clearing Services, LLCLPL Financial LLC11-28-2018
Gregory C. VickersEdward JonesLPL Financial LLC11-21-2018
Gerald Weeks MadsenEdward JonesLPL Financial LLC$1011-09-2018
Mary Katherine Witte TabbertEdward JonesLPL Financial LLC10-05-2018
Keith Wade HurstPruco Securities, LLC.LPL Financial LLC$1,00009-07-2018
Arthur Clifford CosperEdward JonesLPL Financial LLC08-17-2018
Seth Jacob CollinsEdward JonesLPL Financial LLC$5007-27-2018
Michael Alan OrrCambridge Investment Research, Inc.LPL Financial LLC$2507-24-2018
Christopher M. MeyerEdward JonesLPL Financial LLC01-08-2018
Margaret A GrimmerEdward JonesLPL Financial LLC11-13-2017
Amy Marie WollenbergIFG Advisory, LLCLPL Financial LLC08-18-2017
Adam R HarrisEdward JonesLPL Financial LLC08-14-2017
Janice Ann NewberryMorgan StanleyLPL Financial LLC$2506-19-2017
Joseph William LeuchtmannCetera Advisor Networks LLCLPL Financial LLC$1006-16-2017
Leslie Marie RobertsonCornerstone Wealth Management, LLCLPL Financial LLC04-26-2017
Malik Jamaal MalloryEdward JonesLPL Financial LLC04-24-2017
Gene V PanasenkoMoloney Securities Co., Inc.LPL Financial LLC$13103-10-2017
Amy S. NelsonEdward JonesLPL Financial LLC09-01-2016
Jon Russel GilstrapMoloney Securities Co., Inc.LPL Financial LLC$1006-01-2016
William Ted Bryan Jr.DB AdvisorsLPL Financial LLC03-15-2016
Next Page »

Showing 1 to 25 of 57 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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