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.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Joshua Joseph WeygandtGWFS Equities, Inc.LPL Financial LLC07-17-2019
Kevin Marshall McCallumGlacier Point Advisors, LLCLPL Financial LLC07-12-2019
Raymond Catipon AbracosaKestra Investment Services, LLCLPL Financial LLC$1,00007-11-2019
Patrick Francis VelascoKestra Investment Services, LLCLPL Financial LLC07-11-2019
Jose Ovidio Perez Jr.Kestra Investment Services, LLCLPL Financial LLC07-11-2019
Joseph Dale DavisonStrategic Wealth Advisors GroupLPL Financial LLC$5007-11-2019
Michael VelazquezBridge Advisory LLCLPL Financial LLC07-03-2019
Elizabeth StockwellIndependent Financial Group, LLCLPL Financial LLC06-27-2019
Aaron Michael AgteGraystone Advisor, LLCLPL Financial LLC06-21-2019
George DobbsIndependent Financial Group, LLCLPL Financial LLC$5006-14-2019
Gladys ElevadoStratos Wealth Partners, LtdLPL Financial LLC06-14-2019
Terry Lee BaileyLPL Financial LLCLPL Financial LLC06-12-2019
Elias Moses HakimianCrystal Cove Asset ManagementLPL Financial LLC06-12-2019
William Harvey BryantIndependent Financial Group, LLCLPL Financial LLC$5005-21-2019
Adam Blake BonnerIndependent Financial Group, LLCLPL Financial LLC05-21-2019
Henry Joseph Ferry Jr.Focus Quantitative Methods, Inc.LPL Financial LLC05-20-2019
Danny ZelayaJ.P. Morgan Securities LLCLPL Financial LLC05-02-2019
Adam Tyler BrownLitton FinancialLPL Financial LLC04-30-2019
Joseph Pierpont MorganCWM, LLCLPL Financial LLC$2504-15-2019
Daniel Benjamin-Moshe TouserkaniFarmers Financial Solutions, LLCLPL Financial LLC04-02-2019
Michael Taylor HarvillGlobal Retirement Partners LLCLPL Financial LLC$2504-01-2019
Mark Hendrix MoranPensionmark Securities, LLCLPL Financial LLC04-01-2019
Carolanne Marie ChavanneDynamic Wealth AdvisorsLPL Financial LLC$10003-29-2019
Martin D. StandishTowneley Capital Management, Inc.LPL Financial LLC03-27-2019
Mohammed Safieddine AyalaU.S. Bancorp Investments, Inc.LPL Financial LLC03-14-2019
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Showing 1 to 25 of 63 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.