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
Vanessa J. Tait OverhiserLPL Financial LLCNational Planning Corporation$5011-29-2017
Dale Philip RobinsonLPL Financial LLCNational Planning Corporation$5011-29-2017
Jeff Kent RossLPL Financial LLCNational Planning Corporation$3211-29-2017
Ronald Lee OverhiserLPL Financial LLCNational Planning Corporation$3011-29-2017
Linda Sharon BonhamLPL Financial LLCNational Planning Corporation$3011-29-2017
Richard Alan IrishLPL Financial LLCNational Planning Corporation$2711-29-2017
Todd Allen HooverLPL Financial LLCNational Planning Corporation$2511-29-2017
Anthony James DonadioLPL Financial LLCNational Planning Corporation11-29-2017
Peter John OlarinLPL Financial LLCNational Planning Corporation11-29-2017
Linton Fred BanwellLPL Financial LLCNational Planning Corporation11-29-2017
Jonathan Eric KaletoLPL Financial LLCNational Planning Corporation11-29-2017
Sherise Lanay SteeleLPL Financial LLCNational Planning Corporation11-29-2017
Patrick William HassettLPL Financial LLCNational Planning Corporation11-29-2017
Angela Dawn PepperLPL Financial LLCNational Planning Corporation11-29-2017

Showing 1 to 14 of 14 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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