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.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Robert Francis NicholasAmeriprise Financial Services, LLCLPL Financial LLC07-20-2020
James Fyfe Walker JrThurston Springer FinancialLPL Financial LLC03-06-2020
George Andrew Lauck Jr.Lincoln InvestmentLPL Financial LLC03-06-2020
Stacey Lynn HoffmanOneAmerica Securities, Inc.LPL Financial LLC02-14-2020
Amy Marjorie O'BrienEdward JonesLPL Financial LLC01-31-2020
Amanda Marie AlvaradoThe Huntington Investment CompanyLPL Financial LLC09-19-2019
Shari Leigh MishlerIndependent Financial Group, LLCLPL Financial LLC09-19-2019
Andrew Joseph ManesCambridge Investment Research, Inc.LPL Financial LLC08-30-2019
Emmanuel Dwight Harris Sr.Woodbury Financial Services, Inc.LPL Financial LLC06-17-2019
Kelly Sue CavanaughFifth Third Securities, Inc.LPL Financial LLC05-30-2019
Greg Robert HildebrandTIAA-CREF Individual & Institutional Services, LLCLPL Financial LLC$2503-01-2019
Eric David Robinson Sr.Pruco Securities, LLC.LPL Financial LLC$2502-06-2019
Michelle Lynn WoodLincoln Financial Advisors CorporationLPL Financial LLC$5001-07-2019
Derek Andrew WilsonRaymond James Financial Services, Inc.LPL Financial LLC$2512-12-2018
David Charles HobbsLPL Financial LLCLPL Financial LLC07-19-2018
Michael Douglas LaneEdward JonesLPL Financial LLC07-13-2018
Mark Alan LaneJ.P. Morgan Securities LLCLPL Financial LLC$1406-13-2018
Andrew SpearsRaymond James & Associates, Inc.LPL Financial LLC05-16-2018
Karen Lynn NanceWoodbury Financial Services, Inc.LPL Financial LLC04-18-2018
Krista Ann HallCX Institutional, LLCLPL Financial LLC03-29-2018
Tanner SteppClarify Wealth ManagementLPL Financial LLC02-13-2018
Angela J. HillNorthwestern Mutual Investment Services, LLCLPL Financial LLC$5002-12-2018
Allison J. ZechEdward JonesLPL Financial LLC11-24-2017
Michael Andrew BellushCetera Investment Services LLCLPL Financial LLC$2511-17-2017
Michael Andrew BellushLPL Financial LLCLPL Financial LLC$2509-22-2017
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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.