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
Michael Garden, Alexandra Kurth, Craig Kurth, Herman Lall, Jared Reynolds, Christopher Wade, Carroll Wilkerson, Ryan Wilkerson LPL FinancialWaddell and Reed$43001-05-2017
Sima AlefiLPL FinancialWells Fargo Advisors$5001-05-2017
Scott PilchardLPL FinancialManning & Napier Investor Services$7701-04-2017
Timothy BlattnerLPL FinancialMetLife Securities$5601-04-2017
Wes McKenna, Clayton Abel, Kit Leary, Christopher Mathwig, Bobby Parham.LPL FinancialNationwide Securities$17801-03-2017
Steve Hacker, Brian Menickella, Mark Schatzel LPL FinancialTFS Securities$23212-27-2016
Mark MorganLPL FinancialMoney Concepts Captial$11512-16-2016
Garth LurveyLPL FinancialSuntrust Investment Services$5012-15-2016
Jack BuckleyLPL FinancialCommonwealth Financial Network$12012-15-2016
Jeffrey RobinLPL FinancialJPMorgan Chase & Co.$6012-15-2016
Scott Ellingson, James LoweLPL FinancialCommonwealth Financial Network$13012-15-2016
Stephen MaganaLPL FinancialJPMorgan Chase & Co.$13012-15-2016
Wayne GreenoughLPL FinancialMSI Financial Services$9212-15-2016
Herbert Moody Jr.LPL FinancialCapital Guardian$16012-14-2016
Michael LenahanLPL FinancialSuntrust Investment Services$7512-14-2016
Kyle JohnstonLPL FinancialNorthwestern Mutual $6812-13-2016
Frederick ShowsLPL FinancialWaddell and Associates$5012-12-2016
Jason SingletonLPL FinancialWells Fargo Advisors$5512-12-2016
Michael HolligerLPL FinancialFidelity$15012-12-2016
Naser AlzerLPL FinancialCapital One$6012-12-2016
Steven LandwersiekLPL FinancialAmeriprise Financial$5012-12-2016
James Jones, Steven SmetanaLPL FinancialAmeriprise Financial$6412-09-2016
Kyle MatkaitisLPL FinancialFidelity$30012-09-2016
Robert EddinsLPL FinancialFTB Advisors$6312-09-2016
Joshua Anglin, Thomas Compernolle LPL FinancialAmeriprise Financial$5412-08-2016
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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.


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