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
Kevin M. DoyleLPL Financial LLCWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$10001-09-2009
Christopher E. HigginsLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$50002-13-2009
Michael Paul DichiazzaLPL Financial LLCINVEST Financial Corporation$10003-03-2009
Jeffrey Steven VincentLPL Financial LLCJanney Montgomery Scott LLC$50003-13-2009
Francis Alexander Sciecinski Jr.LPL Financial LLCRaymond James & Associates, Inc.$50004-17-2009
Lauren Fairley NassauLPL Financial LLCAmeriprise Financial Services, Inc.$10004-21-2009
Nathan D SmedleyLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$10004-24-2009
David Loran CostaLPL Financial LLCUBS Financial Services Inc.$25004-30-2009
Robert Donald LivingstonLPL Financial LLCInstitute For Legacy Wealth Planning, LLC$10005-01-2009
Mark Jeffrey FreilichLPL Financial LLCCitigroup Global Markets Inc.$15005-27-2009
Scott Lang LinvilleLPL Financial LLCJanney Montgomery Scott LLC05-27-2009
Anthony Scott StenclerLPL Financial LLCCitigroup Global Markets Inc.$25006-05-2009
Patrick Michael RotondoLPL Financial LLCCitigroup Global Markets Inc.$10006-08-2009
Patrick Stephen MullenLPL Financial LLCWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)06-15-2009
Clyde Joseph TommelleoLPL Financial LLCWoodbury Financial Services, Inc.$10006-22-2009
Roy Michael BlumbergLPL Financial LLCSterne, Agee & Leach, Inc.$25007-08-2009
Joseph Michael GollLPL Financial LLCMorgan Stanley$25007-29-2009
Mark Vincent ReismeierLPL Financial LLCRBC Capital Markets, LLC08-13-2009
Peter Warren MillerLPL Financial LLCWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$10008-21-2009
Robert Michael BurnsLPL Financial LLCNatcity Investments, Inc.08-25-2009
Brian Andrew HillLPL Financial LLCNatcity Investments, Inc.09-01-2009
Jason W JohnLPL Financial LLCNatcity Investments, Inc.09-04-2009
Michael Joseph DeddaLPL Financial LLCGreat Valley Advisor Group, Inc.$50009-08-2009
Charles Lucian CarnahanLPL Financial LLCNatcity Investments, Inc.09-08-2009
Joseph Paul PriceLPL Financial LLCNatcity Investments, Inc.09-08-2009
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Showing 1 to 25 of 562 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


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