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
Timothy Charles HolubikCetera Advisors LLCLincoln Financial Advisors Corporation03-13-2020
Richard Raymond BrownArete Wealth Management, LLCLincoln Financial Advisors Corporation12-13-2019
Robert E. Quittner Jr.Brookstone Capital Management LLCLincoln Financial Advisors Corporation08-26-2019
Frank Carey ReidAmeriprise Financial Services, LLCLincoln Financial Advisors Corporation$2504-12-2019
Michael T. MockMetLife Securities Inc.Lincoln Financial Advisors Corporation02-28-2017
Perry Scott MeyersFidelity Brokerage Services LLCLincoln Financial Advisors Corporation03-13-2015
Edward Nichol BothfeldCommonwealth Financial NetworkLincoln Financial Advisors Corporation04-29-2013
Tyler David QualioAusdal Financial Partners, Inc.Lincoln Financial Advisors Corporation06-04-2012
Andrew Craig AtseffSentinus, LLCLincoln Financial Advisors Corporation$2506-04-2012
Scott Britton ReynoldsAusdal Financial Partners, Inc.Lincoln Financial Advisors Corporation$5006-01-2012
Crystal Marie KretschmerNorthwestern Mutual Investment Services, LLCLincoln Financial Advisors Corporation05-12-2011
Susan Lynn EssesPrincipal Securities, Inc.Lincoln Financial Advisors Corporation01-21-2009

Showing 1 to 12 of 12 entries

Page 1

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.