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
James Anthony KreutzerLPL Financial LLCAmeriprise Financial Services, Inc.12-18-2013
James D. Potter Jr.LPL Financial LLCUvest Financial Services Group, Inc.$2507-05-2011
James F. Maguire IVLPL Financial LLCJ.P. Morgan Securities LLC07-09-2018
James Frederick StovallLPL Financial LLCCetera Investment Services LLC10-02-2009
James John CiennikLPL Financial LLCMutual Service Corporation09-08-2009
James John Ciennik IIILPL Financial LLCMutual Service Corporation09-08-2009
James Scott CraigLPL Financial LLCWoodbury Financial Services, Inc.07-21-2011
James T. SinclairLPL Financial LLCUBS Financial Services Inc.05-21-2009
James Walter BochenekLPL Financial LLCMutual Service Corporation09-08-2009
Jared Douglas WhitteyLPL Financial LLCJ.P. Morgan Securities LLC01-05-2015
Jared Michael SmithLPL Financial LLCThrivent Investment Management Inc.09-20-2013
Jason Adam TrzcinskiLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$1005-16-2014
Jason CoutcherLPL Financial LLCFifth Third Securities$6812-02-2015
Jason Dean MlynarekLPL Financial LLCCitizens Securities, Inc.04-29-2011
Jason James MurphyLPL Financial LLCJ.P. Morgan Securities LLC06-01-2016
Jason Michael KooistraLPL Financial LLCRaymond James Financial Services, Inc.02-23-2009
Jason MurphyLPL Financial LLCJPMorgan Chase & Co.$11406-01-2016
Jason Van DuynLPL Financial LLCMutual Service Corporation09-08-2009
Jeff Kent RossLPL Financial LLCNational Planning Corporation$3211-29-2017
Jeffrey Allen KeessenLPL Financial LLCPrincipal Securities, Inc.$2501-22-2009
Jeffrey D WilcoxLPL Financial LLCEdward Jones11-22-2017
Jeffrey David AndersonLPL Financial LLCSII Investments, Inc.$2502-14-2018
Jeffrey Dennis RoeLPL Financial LLCMutual Service Corporation09-08-2009
Jeffrey Thomas OleniczakLPL Financial LLCCUSO Financial Services, L.P.$1006-27-2016
Jennifer Lynn KreutzerLPL Financial LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$5002-21-2014
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Showing 76 to 100 of 245 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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