Advisers on the Move TEST

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.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron Thomas HanszPrivate Advisor Group, LLCLPL Financial LLC01-19-2017
Adam Scott KaminerAXA Advisors, LLCLPL Financial LLC11-27-2012
Adam Voorhis Van PuffSecurities America, Inc.LPL Financial LLC$50006-17-2016
Alan David JacobsonWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)LPL Financial LLC$10007-19-2010
Alan Jeffrey LoginStifel, Nicolaus & Company, IncorporatedLPL Financial LLC$50010-20-2014
Alan Jon CottrellAmeriprise Financial Services, Inc.LPL Financial LLC08-02-2013
Albert Patrick LoscoEssex National Securities, LLCLPL Financial LLC08-29-2012
Albert Robert Brown Jr.Raymond James Financial Services, Inc.LPL Financial LLC05-13-2016
Andreas HessPNC InvestmentsLPL Financial LLC$25011-09-2011
Andrew John DespotakisMutual Securities, Inc.LPL Financial LLC01-23-2018
Annu E MccarthyIBEX Wealth Advisors, LLCLPL Financial LLC01-11-2018
Anthony James DegerolamoAllstate Financial Services, LLCLPL Financial LLC01-10-2017
Anthony Joseph MarinoPrivate Advisor Group, LLCLPL Financial LLC11-08-2011
Anthony Joseph VignolaCommonwealth Financial NetworkLPL Financial LLC05-14-2015
Anthony Lawrence HenryEssex National Securities, LLCLPL Financial LLC$25002-01-2010
Anthony Thomas ReynoldsPrivate Advisor Group, LLCLPL Financial LLC08-11-2014
Argiroula MastrodimosWells Fargo AdvisorsLPL Financial LLC$9110-06-2017
Arnold Herbert KaminerAXA Advisors, LLCLPL Financial LLC$10011-27-2012
Austin William SweerusFortis Group Advisors LLCLPL Financial LLC02-21-2018
Barry Stuart GoldbergNational Planning CorporationLPL Financial LLC$25004-08-2015
Bhavesh H BhayaniThe Investment Center, Inc.LPL Financial LLC$50004-25-2018
Bradley Jay BolnickPrivate Portfolio Partners, LLCLPL Financial LLC04-29-2013
Brian Gerard TarpeyAPW Capital, Inc.LPL Financial LLC11-05-2014
Brian HoffmanPNC InvestmentsLPL Financial LLC$5010-27-2016
Brian James PowerBCG Securities, Inc.LPL Financial LLC$10010-04-2011
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Showing 1 to 25 of 230 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.