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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Angela Dawn PepperLPL Financial LLCNational Planning Corporation11-29-2017
Anthony James DonadioLPL Financial LLCNational Planning Corporation11-29-2017
Dale Philip RobinsonLPL Financial LLCNational Planning Corporation$5011-29-2017
Jeff Kent RossLPL Financial LLCNational Planning Corporation$3211-29-2017
Jonathan Eric KaletoLPL Financial LLCNational Planning Corporation11-29-2017
Linda Sharon BonhamLPL Financial LLCNational Planning Corporation$3011-29-2017
Martin Wolf RosenzveigLPL Financial LLCNational Planning Corporation11-29-2017
Patrick William HassettLPL Financial LLCNational Planning Corporation11-29-2017
Peter John OlarinLPL Financial LLCNational Planning Corporation11-29-2017
Richard Alan IrishLPL Financial LLCNational Planning Corporation$2711-29-2017
Ronald Lee OverhiserLPL Financial LLCNational Planning Corporation$3011-29-2017
Sherise Lanay SteeleLPL Financial LLCNational Planning Corporation11-29-2017
Todd Allen HooverLPL Financial LLCNational Planning Corporation$2511-29-2017
Vanessa Jeanne Tait OverhiserLPL Financial LLCNational Planning Corporation$5011-29-2017
Roman Orest BatschynskyCommonwealth Financial NetworkNational Planning Corporation10-27-2017
Anthony Guido LaroccaCambridge Investment Research, Inc.National Planning Corporation$2510-16-2017
James Michael TaegelCambridge Investment Research, Inc.National Planning Corporation10-16-2017
Kelly Lynn BoydCambridge Investment Research, Inc.National Planning Corporation10-05-2017
Scott Cameron RooneyCambridge Investment Research, Inc.National Planning Corporation10-05-2017
John Stanley BeallVoya Financial Advisors, Inc.National Planning Corporation$2507-13-2017
Nicholas Anthony HawkAmeriprise Financial Services, Inc.National Planning Corporation06-30-2017
Todd Alan CousinoAmeriprise Financial Services, Inc.National Planning Corporation06-30-2017
Adolfo Elias MartensMutual Securities, Inc.National Planning Corporation06-27-2017
Kyle Michael AkersMutual Securities, Inc.National Planning Corporation06-27-2017
Kelsey WhelanFSC Securities CorporationNational Planning Corporation03-28-2017
Next Page »

Showing 1 to 25 of 45 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.

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