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
Gregg Alan ShafferLPL Financial LLCMorgan Stanley09-25-2020
Altin TiranaLPL Financial LLCMorgan Stanley$5009-10-2020
Keith Andrew WheelerLPL Financial LLCMorgan Stanley08-14-2020
James Herbert GillinghamLPL Financial LLCMorgan Stanley$15007-13-2020
John William KopenhaverLPL Financial LLCMorgan Stanley$10006-30-2020
Donald Michael VujnovichLPL Financial LLCMorgan Stanley06-30-2020
Edward Heath GoodsonLPL Financial LLCMorgan Stanley05-27-2020
Bruce Allen KelmLPL Financial LLCMorgan Stanley$10005-21-2020
Duncan George KelmLPL Financial LLCMorgan Stanley05-21-2020
Lawton SmithLPL Financial LLCMorgan Stanley05-21-2020
Bradford Dewitt DelanoyLPL Financial LLCMorgan Stanley$10004-24-2020
Steven Robert CherryLPL Financial LLCMorgan Stanley03-23-2020
Scott Robert BelshawLPL Financial LLCMorgan Stanley03-13-2020
Brandon Jeffrey WatersLPL Financial LLCMorgan Stanley$16802-14-2020
Ted Bancroft SegoLPL Financial LLCMorgan Stanley$1,00001-16-2020
Matthew Vincent FletcherLPL Financial LLCMorgan Stanley01-06-2020
Mark Henry OrvinLPL Financial LLCMorgan Stanley11-27-2019
Walter Michel AndersonLPL Financial LLCMorgan Stanley11-21-2019
Deborah Jean RenshawLPL Financial LLCMorgan Stanley10-01-2019
Harrison CostinLPL Financial LLCMorgan Stanley09-23-2019
Nicholas Joseph EnzweilerLPL Financial LLCMorgan Stanley08-23-2019
Scott DavisLPL Financial LLCMorgan Stanley08-09-2019
Kathryn Lynn ClarkLPL Financial LLCMorgan Stanley08-01-2019
Ryan Sean WilletteLPL Financial LLCMorgan Stanley07-26-2019
Peter V TrulliLPL Financial LLCMorgan Stanley07-22-2019
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Showing 1 to 25 of 247 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.