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
Adam O'Dell CoopIndependent Financial PartnersLPL Financial LLC10-25-2019
Evan Andrew ThurmondIndependent Financial PartnersLPL Financial LLC10-25-2019
John Edward ConnorPrivate Advisor Group, LLCLPL Financial LLC09-03-2019
Marc E. SanbornARGI Investment Services, LLCLPL Financial LLC03-28-2019
Michael W. HobbsKeystone Financial Group, LLCLPL Financial LLC01-30-2019
Mark Thomas LamkinAE Wealth Management, LLCLPL Financial LLC09-13-2018
John C. HutchinsFirst Allied Securities, Inc.LPL Financial LLC10-23-2017
Angela Beth ZachmanKPP Advisory Services LLCLPL Financial LLC10-09-2017
Jeannie Hawthorne SamdaniKPP Advisory Services LLCLPL Financial LLC10-09-2017
David Campbell BuggKPP Advisory Services LLCLPL Financial LLC10-05-2017
ANDREW JEFFREY SOUTHWORTHKPP Advisory Services LLCLPL Financial LLC10-05-2017
Michael Jordan McCullochKPP Advisory Services LLCLPL Financial LLC10-05-2017
Eric Robert PooleKPP Advisory Services LLCLPL Financial LLC10-05-2017
James H. Owen IIOwen LaRue Financial GroupLPL Financial LLC09-18-2017
Justin Blake BeaversFinancial Engines Advisors L.L.C.LPL Financial LLC08-15-2017
Clark HaydenLockshield Partners, Inc.LPL Financial LLC06-13-2017
Michael Chase CaudillCambridge Investment Research, Inc.LPL Financial LLC05-11-2017
Bradley Carson ClarkKeystone Financial Group, LLCLPL Financial LLC02-27-2017
Charles William Dobbins IIIParkland Securities, LLCLPL Financial LLC02-01-2017
Adam Martin HeckmanStratos Wealth Partners, LtdLPL Financial LLC01-27-2017
Jason WoodsThurston Springer FinancialLPL Financial LLC12-22-2016
James Curry Nicholson Jr.Silver Oak Securities, IncorporatedLPL Financial LLC04-01-2016
James Matthew CothranCetera Investment Services LLCLPL Financial LLC03-12-2016
Ryan Sanford LawsonU.S. Bancorp Investments, Inc.LPL Financial LLC02-16-2016
Patrick Timothy HarriganLPL Financial LLCLPL Financial LLC12-21-2015
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Showing 1 to 25 of 98 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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