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
Tom Anderton, Ryan Howard LPL FinancialOppenheimer$23004-26-2018
Margaret Anderson, Louis MeloneLPL FinancialWells Fargo Advisors$5706-20-2017
Todd Vander LugtLPL FinancialWaddell and Reed$5601-24-2017
Scott BurnsLPL FinancialFifth Third Securities$5510-14-2016
Christine PaulLPL FinancialJPMorgan Chase & Co.$9809-13-2016
Bryan WieferichLPL FinancialWaddell and Associates$5007-26-2016
Edward JonaitisLPL FinancialVSR Financial Services$9707-22-2016
Matthew Brown, Michael BrownLPL FinancialVSR Financial Services$35007-22-2016
Jason MurphyLPL FinancialJPMorgan Chase & Co.$11406-01-2016
Peter MarshLPL FinancialHuntington Investments$16005-12-2016
Jason CoutcherLPL FinancialFifth Third Securities$6812-02-2015
Susan GehlLPL FinancialJPMorgan Chase & Co.$7007-01-2015
Thomas A. BraunLPL FinancialFifth Third Securities$108-29-2014
Kelley F. Snook, Jr.LPL FinancialNorthstar Financial$408-30-2013
Paul E. HouseyLPL FinancialNorthstar Financial$7807-01-2013

Showing 1 to 15 of 15 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.


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