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
Larry Ross OldfordSigma Financial CorporationLincoln Financial Advisors Corporation$5001-31-2020
Jeffrey David BittnerMariner Wealth AdvisorsLincoln Financial Advisors Corporation04-08-2019
Michelle Lynn WoodLPL Financial LLCLincoln Financial Advisors Corporation$5011-02-2018
Andrea Nicole SenczyszynLincoln Financial Advisors CorporationLincoln Financial Advisors Corporation10-10-2018
Daniel Jacob ArreolaBrokers International Financial Services, LLC.Lincoln Financial Advisors Corporation01-10-2018
Cynthia Ann SelfridgeUSA Financial Securities CorporationLincoln Financial Advisors Corporation$2507-11-2017
Autumn C. SoltysiakSagePoint Financial, Inc.Lincoln Financial Advisors Corporation01-05-2015
Timothy James GilleylenPNC InvestmentsLincoln Financial Advisors Corporation$5004-07-2014
Scott Paul FrushFrush Financial GroupLincoln Financial Advisors Corporation$5004-27-2012
Roger Robert WerlingSigma Financial CorporationLincoln Financial Advisors Corporation$2511-04-2011
Dale A. GlickSignator Investors, Inc.Lincoln Financial Advisors Corporation07-15-2011
Bonnie Aldea LuternowSigma Financial CorporationLincoln Financial Advisors Corporation$1001-11-2010

Showing 1 to 12 of 12 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.