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
Brian GernantLPL Financial LLCWells Fargo Advisors$12507-25-2019
Kevin Carroll, Sam ShehuLPL Financial LLCWells Fargo Advisors$11002-15-2019
Steven JollyLPL Financial LLCWells Fargo Advisors$19011-15-2018
Kenneth Levy, Corey N. Daniel and Dudley McGeeLPL Financial LLCWells Fargo Advisors$20011-14-2018
Scott SkidmoreLPL Financial LLCWells Fargo Advisors$7112-21-2017
Robert ReidingerLPL Financial LLCWells Fargo Advisors$5511-17-2017
David PorterLPL Financial LLCWells Fargo Advisors$6611-10-2017
Michael LanceLPL Financial LLCWells Fargo Advisors$6711-09-2017
Gilbert NeighborsLPL Financial LLCWells Fargo Advisors$6311-03-2017
Lance SteinbergLPL Financial LLCWells Fargo Advisors$12511-02-2017
Tim KellyLPL Financial LLCWells Fargo Advisors$5711-02-2017
Peter DaikerLPL Financial LLCWells Fargo Advisors$6111-01-2017
Argiroula MastrodimosLPL Financial LLCWells Fargo Advisors$9110-06-2017
Bradford Clinard, Ronald ClinardLPL Financial LLCWells Fargo Advisors$12809-21-2017
Robert FarmerLPL Financial LLCWells Fargo Advisors$19208-31-2017
Douglas AllenLPL Financial LLCWells Fargo Advisors$11908-25-2017
Jesse MillerLPL Financial LLCWells Fargo Advisors$8808-24-2017
Charlie Strong, Shane Gaddy, Kelly Lee, Kyle BochatLPL Financial LLCWells Fargo Advisors$35107-20-2017
Josephine StaglianoLPL Financial LLCWells Fargo Advisors$5206-21-2017
Joseph BuddLPL Financial LLCWells Fargo Advisors$7006-20-2017
Margaret Anderson, Louis MeloneLPL Financial LLCWells Fargo Advisors$5706-20-2017
Michael DevincentisLPL Financial LLCWells Fargo Advisors$5805-26-2017
Jay TobiasLPL Financial LLCWells Fargo Advisors$9605-01-2017
Grant UlrickLPL Financial LLCWells Fargo Advisors$7603-31-2017
Dustin GrangerLPL Financial LLCWells Fargo Advisors$11703-23-2017
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Showing 1 to 25 of 65 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.


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