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
Raymond Moore, Christopher Moore, Joseph Tuck, Ashwin SharmaLPL FinancialLincoln Financial$20009-13-2018
Chris KohneTriad AdvisorsLincoln Financial$10003-29-2018
Bill PickeringProEquitiesLincoln Financial$30008-30-2017
Thomas Burger, Jeanne HagarRaymond JamesLincoln Financial$15006-21-2017
Integrated Financial PartnersLPL FinancialLincoln Financial$4,00011-17-2016
Devin GarofaloLPL FinancialLincoln Financial$28010-31-2016
Richard HopeLPL FinancialLincoln Financial$5012-16-2015
Brian Hinson, Bob Johnson, Jonathan HornsbyLPL FinancialLincoln Financial$25004-30-2015
Todd CurryIndependent Advisor AllianceLincoln Financial$6504-20-2015
Justin A. Davidson, Howard N. KatzIntegrated Financial GroupLincoln Financial$8011-10-2014
John F. Donovan Securities AmericaLincoln Financial10-31-2014
Marc G. LinskySummit Brokerage ServicesLincoln Financial$17010-21-2014
Jerome WallInvestacorpLincoln Financial$5007-24-2014
Garth IveyInvestacorpLincoln Financial$4511-29-2013
Kathy M. KeadleSecurities AmericaLincoln Financial$14011-14-2013
Charlotte Shaw, Gary ShawLPL FinancialLincoln Financial$36006-24-2013
Marc S. SchlieferLPL FinancialLincoln Financial$25005-04-2013
Sam Clark, James Davenport, Les BarberRoyal AllianceLincoln Financial$30003-06-2013
Level Four GroupLPL FinancialLincoln Financial$1,00011-13-2012
DeLynn Zell, Pete McCarn, Jeris Burns, David LeCompteLPL FinancialLincoln Financial$1,00008-14-2012
Pegasus Capital, Trinity Planning,, Stanziola FinancialCommonwealth Financial NetworkLincoln Financial$37505-11-2012
Kevin Donoghue, James DonoghueAmeriprise FinancialLincoln Financial$8404-10-2012
Zelek, AssociatesInvestors CapitalLincoln Financial$3004-01-2012
John Napolitano, George Clarke, Thomas Morrone, Michael Alexander, Max Kolbrenner, Gary Oman, Timothy McCarthy, Michael VelazquezLPL FinancialLincoln Financial$20001-25-2012
Bob Carson, Don Hannahs, Tim Kvech, Larry BriskinTriad AdvisorsLincoln Financial$60011-01-2010

Showing 1 to 25 of 25 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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