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
Adam Bernard StrouseLPL Financial LLCCambridge Investment Research, Inc.$1011-08-2012
Adam ChristnerLPL Financial LLCEdward Jones12-15-2017
Alex Michael KneppLPL Financial LLCCetera Investment Services LLC$2510-06-2009
Allen Ray StoutLPL Financial LLCCUNA Brokerage Services, Inc.01-30-2012
Allison J. ZechLPL Financial LLCFifth Third Securities, Inc.10-29-2012
Andrew Douglas JohnsonLPL Financial LLCJ.P. Morgan Securities LLC11-21-2016
Andrew Joseph ManesLPL Financial LLCPNC Investments04-06-2011
Andrew K. FairmanLPL Financial LLCUBS Financial Services Inc.09-19-2017
Andrew SmithLPL Financial LLCEdward Jones$1007-16-2018
Andrew W. RollerLPL Financial LLCCreative Financial Designs, Inc.$1010-23-2017
Angela J. HillLPL Financial LLCEdward Jones$5005-02-2014
Ashley Kae HarberLPL Financial LLCForesters Financial Services, Inc.12-03-2010
Bart Richard IrwinLPL Financial LLCLaSalle St Securities, L.L.C.01-15-2019
Beau M. BrowningLPL Financial LLCSignator Investors, Inc.12-20-2010
Benjamin David HarberLPL Financial LLCForesters Financial Services, Inc.$1012-03-2010
Benjamin Joseph FinanLPL Financial LLCFidelity Personal and Workplace Advisors08-09-2018
Bradley Levon ButlerLPL Financial LLCLPL Financial LLC$10008-16-2011
Braylen Michael ScottLPL Financial LLCJ.P. Morgan Securities LLC08-21-2018
Brent Dalton ThomanLPL Financial LLCLincoln Financial Securities Corporation07-25-2014
Brett Andrew RiceLPL Financial LLCEdward Jones08-23-2018
Brett Matthew RamseyLPL Financial LLCWFG Investments, Inc.10-06-2014
Brian Christopher DoakLPL Financial LLCSanctuary Securities, Inc.02-05-2016
Brian E. Van DuynLPL Financial LLCJ.P. Morgan Securities LLC02-23-2015
Brian J. LaciakLPL Financial LLCOneAmerica Securities, Inc.06-23-2016
Brianne Leigh IkerdLPL Financial LLCOneAmerica Securities, Inc.02-13-2020
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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.