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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron Jay WeinstockLPL Financial LLCINVEST Financial Corporation$2502-14-2018
Aaron Paul KaiserLPL Financial LLCEdward Jones06-17-2016
Aaron Paul LeopoldLPL Financial LLCINVEST Financial Corporation$5002-14-2018
Adam Kelley ConwayLPL Financial LLCNRP Financial, Inc.11-30-2010
Alan BraticLPL Financial LLCCetera Advisors LLC$10008-01-2018
Albert Robert Brown Jr.LPL Financial LLCRaymond James Financial Services, Inc.10-13-2016
Alec Spencer LowellLPL Financial LLCINVEST Financial Corporation02-14-2018
Alison Horton MewborneLPL Financial LLCINVEST Financial Corporation02-14-2018
Allison NorcuttLPL Financial LLCSII Investments, Inc.02-14-2018
Amanda T. RhodesLPL Financial LLCInnovation Partners LLC07-31-2012
Andres AlvarezLPL Financial LLCWells Fargo Clearing Services, LLC01-26-2016
Andres Gaston ManraraLPL Financial LLCOcean Financial Services, LLC$5006-23-2017
Andrew David CampbellLPL Financial LLCMorgan Stanley$1011-02-2012
Andrew Glenn KolowichLPL Financial LLCINVEST Financial Corporation$5002-14-2018
Andrew Malcolm YaleLPL Financial LLCAmeriprise Financial Services, Inc.02-05-2019
Andrew Ross DraluckLPL Financial LLCCetera Investment Services LLC$5002-17-2016
Anthony BadalamentiLPL Financial LLCINVEST Financial Corporation02-14-2018
Anthony Robert PasquaLPL Financial LLCLincoln Financial Advisors Corporation10-28-2016
Anthony Roger StrachanLPL Financial LLCNavy Federal Asset Management, LLC$5005-02-2017
Armando FernandezLPL Financial LLCINVEST Financial Corporation02-14-2018
Arnold Ralph McFarlaneLPL Financial LLCAssociated Securities Corp.09-08-2009
Austin Robert MurphyLPL Financial LLCSunTrust Investment Services, Inc.05-01-2019
Barbara Eileen SacharowLPL Financial LLCAmeriprise Financial Services, Inc.$1009-03-2010
Benjamin Alfons WelterLPL Financial LLCINVEST Financial Corporation02-14-2018
Brad MolineuxLPL Financial LLCPNC Investments$15011-07-2018
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Showing 1 to 25 of 380 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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