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
Julie Beth ReganEdward JonesLPL Financial LLC$2508-16-2019
Julie Beth ReganEdward JonesLPL Financial LLC$2508-16-2019
Ryan Mathew FleischerRevolution Capital, LLCLPL Financial LLC04-29-2019
Stacy Robert PriebeEdward JonesLPL Financial LLC$1007-21-2017
Shayla Marie KrihaCetera Advisor Networks LLCLPL Financial LLC01-17-2017
Thomas Louis HudsonSecurities America, Inc.LPL Financial LLC07-09-2015
Ryan James ShaughnessyGuide Rock Capital Management, Inc.LPL Financial LLC04-24-2015
Michael George LandgrenLincoln Financial Securities CorporationLPL Financial LLC$5002-11-2015
Jason Dean StahlSecurities America, Inc.LPL Financial LLC$1008-01-2014
Ryan Daniel McDermottSecurities America, Inc.LPL Financial LLC$1002-18-2014
Gary Steven DemeeSecurities America, Inc.LPL Financial LLC12-23-2013
Douglas Paul PfeiferEdward JonesLPL Financial LLC$2509-26-2013
James Ferrell ObrienWealthPLAN PartnersLPL Financial LLC12-23-2011
Robert Shelby Harlin Jr.Securities America, Inc.LPL Financial LLC06-22-2011
Elinor Kit Man HoSecurities America, Inc.LPL Financial LLC04-15-2011
Terry Michael PfeiferEdward JonesLPL Financial LLC09-04-2009

Showing 1 to 16 of 16 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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