Advisers on the Move TEST

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.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Paul John RaymondLPL Financial LLCWoodbury Financial Services, Inc.$5009-13-2019
Menachem Nahum DanielsLPL Financial LLCWoodbury Financial Services, Inc.$5005-17-2012
Eric Eugene Lawton IIILPL Financial LLCWestport Capital Markets, LLC$15006-01-2018
Hilary M Donofrio-LawtonLPL Financial LLCWestport Capital Markets, LLC$106-01-2018
Robert Burns Blanchard Sr.LPL Financial LLCWestern Wealth Management LLC$5002-19-2016
Sam ShehuLPL Financial LLCWells Fargo Clearing Services, LLC$2502-15-2019
Kevin Joseph CarrollLPL Financial LLCWells Fargo Clearing Services, LLC$10002-15-2019
Michael Charles MondelloLPL Financial LLCWells Fargo Clearing Services, LLC$5001-14-2019
Scott SkidmoreLPL Financial LLCWells Fargo Clearing Services, LLC12-21-2017
Grant Hartman UlrickLPL Financial LLCWells Fargo Clearing Services, LLC$2503-31-2017
Adrian Anthony AndreottaLPL Financial LLCWells Fargo Clearing Services, LLC01-27-2017
Kenneth Christopher LindnerLPL Financial LLCWells Fargo Clearing Services, LLC01-27-2015
Thomas Lynch FordLPL Financial LLCWells Fargo Clearing Services, LLC$5011-29-2012
Ping WangLPL Financial LLCWells Fargo Clearing Services, LLC08-15-2011
Robert Neil TricaricoLPL Financial LLCWells Fargo Advisors Financial Network, LLC05-16-2011
Joseph David FalconeLPL Financial LLCWaddell & Reed02-11-2019
Ralph FernandezLPL Financial LLCWaddell & Reed05-31-2018
Nicholas PetronchakLPL Financial LLCWaddell & Reed05-01-2018
Brendon O MooreLPL Financial LLCVoya Financial Advisors, Inc.08-31-2018
Theodore Martin DegrootLPL Financial LLCUBS Financial Services Inc.$2504-02-2009
Philip Michael CioppaLPL Financial LLCThrivent Investment Management Inc.07-25-2011
Roseanne SmithLPL Financial LLCTD Private Client Wealth LLC09-09-2019
Scott Louis LanglaisLPL Financial LLCStrategic Advisers LLC05-21-2018
John Carroll FarleyLPL Financial LLCStifel, Nicolaus & Company, Incorporated$15011-10-2011
Andrea Elizabeth CamoinLPL Financial LLCSilver Oak Securities, Incorporated07-05-2011
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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.