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
Vincent Dana WoodcockThe Leaders Group, Inc.Lincoln Financial Advisors Corporation$1009-14-2020
Stanley Daniel StanekCenter Street Securities, Inc.Lincoln Financial Advisors Corporation09-04-2020
David Frank GerkenLPL Financial LLCLincoln Financial Advisors Corporation$2507-24-2020
Michael Allan GoldfederLPL Financial LLCLincoln Financial Advisors Corporation07-24-2020
Bard Daniel MalovanyPrivate Client Services, LLCLincoln Financial Advisors Corporation$15007-24-2020
Ernest Royal Massenberg IIIWoodbury Financial Services, Inc.Lincoln Financial Advisors Corporation$2507-24-2020
Benjamin Thomas SeamansPrivate Client Services, LLCLincoln Financial Advisors Corporation$2507-24-2020
Christopher Lee BialkeLPL Financial LLCLincoln Financial Advisors Corporation$2507-22-2020
Daniel James RabideauxLPL Financial LLCLincoln Financial Advisors Corporation07-22-2020
Jeremy Kemp BatemanLPL Financial LLCLincoln Financial Advisors Corporation07-22-2020
Loic Le MenerBelpointe Asset Management LLCLincoln Financial Advisors Corporation07-17-2020
Jacob Danner HeyserFidelity Brokerage Services LLCLincoln Financial Advisors Corporation06-19-2020
David Scott FranksVanguard Marketing CorporationLincoln Financial Advisors Corporation06-11-2020
Thomas G SnowRighthand Capital, LLCLincoln Financial Advisors Corporation$2506-02-2020
Michael Francis KautzRighthand Capital, LLCLincoln Financial Advisors Corporation06-02-2020
Michael Thomas MeehanLPL Financial LLCLincoln Financial Advisors Corporation05-13-2020
Glenn William GallowayLPL Financial LLCLincoln Financial Advisors Corporation05-13-2020
Joshua S MeldaTrustPoint LLCLincoln Financial Advisors Corporation$2504-24-2020
Ryan Thomas MclinAmeriprise Financial Services, LLCLincoln Financial Advisors Corporation04-09-2020
Krystian Leonard CiepluchaLPL Financial LLCLincoln Financial Advisors Corporation03-18-2020
Timothy Charles HolubikCetera Advisors LLCLincoln Financial Advisors Corporation03-13-2020
Joseph Dominic Dicriscio JrWealth CMTLincoln Financial Advisors Corporation02-25-2020
Rebecca GumleyLPL Financial LLCLincoln Financial Advisors Corporation02-19-2020
Christopher Charles PerryLPL Financial LLCLincoln Financial Advisors Corporation02-06-2020
Paul John CrawfordStrategic Wealth Advisors GroupLincoln Financial Advisors Corporation$1002-04-2020
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Showing 1 to 25 of 421 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.