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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Harris Leonard KerkerLPL Financial LLCINVEST Financial Corporation$2302-14-2018
Michael Dennis LabarberaLPL Financial LLCINVEST Financial Corporation$1002-14-2018
Robert C. FrossLPL Financial LLCSII Investments, Inc.02-14-2018
Marc Howard RheingoldLPL Financial LLCINVEST Financial Corporation02-14-2018
Steven Charles SpenceLPL Financial LLCINVEST Financial Corporation02-14-2018
Gregory Miro Skrabonja IIILPL Financial LLCINVEST Financial Corporation02-14-2018
Marc Layne LowellLPL Financial LLCINVEST Financial Corporation02-14-2018
Ryan Rex HughesLPL Financial LLCINVEST Financial Corporation02-14-2018
Brant Edward GarberLPL Financial LLCINVEST Financial Corporation02-14-2018
Anthony BadalamentiLPL Financial LLCINVEST Financial Corporation02-14-2018
William Austin Allen Jr.LPL Financial LLCINVEST Financial Corporation02-14-2018
Nathan Howard RosenbergLPL Financial LLCINVEST Financial Corporation02-14-2018
Michael Eugene WilliamsLPL Financial LLCINVEST Financial Corporation02-14-2018
Ronald Emil MudraLPL Financial LLCSII Investments, Inc.02-14-2018
Kenneth Nordan StoutamireLPL Financial LLCINVEST Financial Corporation02-14-2018
Marshall Ray RobinsonLPL Financial LLCINVEST Financial Corporation02-14-2018
Jeffrey Brian GolubeffLPL Financial LLCINVEST Financial Corporation02-14-2018
Michael David MillerLPL Financial LLCINVEST Financial Corporation02-14-2018
Armando FernandezLPL Financial LLCINVEST Financial Corporation02-14-2018
Benjamin Alfons WelterLPL Financial LLCINVEST Financial Corporation02-14-2018
Cynthia Booze RichardsonLPL Financial LLCINVEST Financial Corporation02-14-2018
Alison Horton MewborneLPL Financial LLCINVEST Financial Corporation02-14-2018
Allison NorcuttLPL Financial LLCSII Investments, Inc.02-14-2018
Federico Coromoto VaamondeLPL Financial LLCINVEST Financial Corporation02-14-2018
Casey Patrick OrourkeLPL Financial LLCSII Investments, Inc.02-14-2018
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Showing 76 to 100 of 380 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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