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
Alan Howard FrymanPeak Brokerage Services, LLCLPL Financial LLC06-06-2017
Alejandro MartinezInternational Assets Advisory, LLCLPL Financial LLC$2512-06-2017
Amanda T. RhodesMerrill Lynch, Pierce, Fenner & Smith IncorporatedLPL Financial LLC$50009-23-2019
Anderson Macdonell WrenEdward JonesLPL Financial LLC07-22-2013
Andrew Joseph SheeterMML Investors Services, LLCLPL Financial LLC06-12-2015
Andrey Stefanov NiantchevMerrill Lynch, Pierce, Fenner & Smith IncorporatedLPL Financial LLC$10006-16-2015
Anthony John Dzielski Jr.Treasure Coast Financial Planning, Inc.LPL Financial LLC04-29-2013
Brent William BurgesserInternational Assets Advisory, LLCLPL Financial LLC$2511-13-2015
Brian Joseph HeippThrivent Investment Management Inc.LPL Financial LLC08-13-2015
Carlos E. RodriguezIFP Securities, LLCLPL Financial LLC05-23-2019
Carnell MooreInternational Assets Advisory, LLCLPL Financial LLC$5002-02-2015
Christopher Marlyn ReedCetera Advisors LLCLPL Financial LLC02-19-2019
Cynthia Anne KulleWorld Equity Group, Inc.LPL Financial LLC01-05-2016
Cynthia Star StricklandSecurian Financial Services, Inc.LPL Financial LLC03-31-2017
Dana Austin WrightInvestacorp, Inc.LPL Financial LLC03-18-2014
Daniel Paul Mageras Jr.IFP Securities, LLCLPL Financial LLC$5005-22-2019
David Anthony ScigliutoRaymond James Financial Services, Inc.LPL Financial LLC$5002-11-2016
David Lonis WeissRaymond James Financial Services, Inc.LPL Financial LLC07-18-2016
David Ross FegerMerrill Lynch, Pierce, Fenner & Smith IncorporatedLPL Financial LLC06-19-2013
David Stuart McClellanIFP Securities, LLCLPL Financial LLC$2505-23-2019
Denisse Ximena O'DonnellWells Fargo Clearing Services, LLCLPL Financial LLC03-24-2011
Don Wesley SalterJ.W. Cole Financial, Inc.LPL Financial LLC06-29-2018
Donald Allan WaterburyIFP Securities, LLCLPL Financial LLC$5005-22-2019
Donald Michael DavisJ.P. Morgan Securities LLCLPL Financial LLC06-09-2017
Douglas W. DoranMorgan StanleyLPL Financial LLC11-13-2013
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Showing 1 to 25 of 142 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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