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
Konrad Gayle KuykendallIFP Securities, LLCLPL Financial LLC$1505-23-2019
Elizabeth Virginia Soto-DelgadilloIFP Securities, LLCLPL Financial LLC$1305-23-2019
Dominick Joseph PanettaIFP Securities, LLCLPL Financial LLC$1005-23-2019
Garrett Lee HeadleyIFP Securities, LLCLPL Financial LLC05-23-2019
Patrick Stephen ManesIFP Securities, LLCLPL Financial LLC05-23-2019
Kevin Patrick ManningIFP Securities, LLCLPL Financial LLC05-23-2019
Gary Bruce RomeIFP Securities, LLCLPL Financial LLC05-23-2019
Walter IckertIFP Securities, LLCLPL Financial LLC05-23-2019
David Scott RaudmanIFP Securities, LLCLPL Financial LLC05-23-2019
Michael Byron LoaderIFP Securities, LLCLPL Financial LLC05-23-2019
Ronald Robert MorrisIFP Securities, LLCLPL Financial LLC05-23-2019
George SymeIFP Securities, LLCLPL Financial LLC05-23-2019
Thomas Davis Talmage IIIIFP Securities, LLCLPL Financial LLC05-23-2019
Eliot Dylan MarrIFP Securities, LLCLPL Financial LLC05-23-2019
Samuel Thomas Madaris Jr.IFP Securities, LLCLPL Financial LLC05-23-2019
Aaron M. KlemmIFP Securities, LLCLPL Financial LLC05-23-2019
Nicholas Remington MansonIFP Securities, LLCLPL Financial LLC05-23-2019
Carlos E. RodriguezIFP Securities, LLCLPL Financial LLC05-23-2019
Ryan Michael GormanIFP Securities, LLCLPL Financial LLC05-23-2019
Nicholas MarranoIFP Securities, LLCLPL Financial LLC05-23-2019
Landon Lee StricklandIFP Securities, LLCLPL Financial LLC05-23-2019
Brian Dale WashaIFP Securities, LLCRoyal Alliance Associates, Inc.05-25-2019
Amy Lynn ColtonIFP Securities, LLCLPL Financial LLC05-28-2019
Johnny P. Nixon IIIIFP Securities, LLCRoyal Alliance Associates, Inc.05-28-2019
Peter John RantaIFP Securities, LLCLPL Financial LLC05-31-2019
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Showing 51 to 75 of 77 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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