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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Matthew Shane LuskLPL Financial LLCUBS Financial Services Inc.$2511-08-2019
Robert Foster KransbergerLPL Financial LLCAmeriprise Financial Services, Inc.11-01-2019
Robert Collins RolandLPL Financial LLCRaymond James Financial Services, Inc.$15006-28-2019
Gary Lee DouviaLPL Financial LLCRaymond James Financial Services, Inc.$10006-28-2019
Drushelle Marie WarnickLPL Financial LLCRaymond James Financial Services, Inc.$10006-28-2019
Chad Alexander RolandLPL Financial LLCRaymond James Financial Services, Inc.$10006-28-2019
Robert Blair RolandLPL Financial LLCRaymond James Financial Services, Inc.$5006-28-2019
Shawn B. PeroffLPL Financial LLCRaymond James Financial Services, Inc.06-26-2019
Richard Allan NelsonLPL Financial LLCWells Fargo Clearing Services, LLC$10005-01-2019
Lincoln Paul KopetskiLPL Financial LLCU.S. Bancorp Investments, Inc.$2501-07-2019
Joseph Roderick CilleyLPL Financial LLCU.S. Bancorp Investments, Inc.$2501-07-2019
Gary Lee MeagherLPL Financial LLCCetera Advisor Networks LLC12-12-2018
James Michael BresnahanLPL Financial LLCQuestar Capital Corporation$4712-07-2018
William Barnard HanafordLPL Financial LLCCetera Advisor Networks LLC$2512-05-2018
James Richard JacksonLPL Financial LLCCetera Advisor Networks LLC12-05-2018
Andrew Edwin WatkinsLPL Financial LLCSummit Brokerage Services, Inc.$10011-09-2018
Brooks McCartneyLPL Financial LLCDestra Capital Investments LLC$10011-05-2018
Steven JonesLPL Financial LLCSignator Investors$80010-30-2018
Steven Joel JonesLPL Financial LLCSignator Investors, Inc.$10010-26-2018
Jeffrey David ElsworthLPL Financial LLCCetera Advisors LLC$5010-26-2018
Scott Patrick HurstLPL Financial LLCSecurities America, Inc.$2510-22-2018
Nathan Robert WaltersLPL Financial LLCPrincipal Securities, Inc.10-18-2018
Phillip MultopLPL Financial LLCCetera$30009-17-2018
Jared B EglingtonLPL Financial LLCTIAA-CREF Individual & Institutional Services, LLC$5808-06-2018
Bret Patrick EdenswordLPL Financial LLCEdward Jones07-09-2018
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Showing 1 to 25 of 191 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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