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.

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Norman Brian SmithAmeriprise Financial Services, LLCLPL Financial LLC10-07-2009
Daniel Matthew LundquistAusdal Financial Partners, Inc.LPL Financial LLC$5004-01-2011
Brad Earl Scott TinnonB.E.S.T. Wealth Management LLCLPL Financial LLC03-12-2012
Anthony Lee SimonBenjamin F. Edwards & Company, Inc.LPL Financial LLC$2511-01-2013
Jeremy Jacob BleyenbergBuckingham Strategic Wealth, LLCLPL Financial LLC$102-27-2015
John David JespersenButtonwood Financial Group, LLCLPL Financial LLC$1010-01-2013
Michael Alan OrrCambridge Investment Research, Inc.LPL Financial LLC$2507-24-2018
William Dean GrahamCambridge Investment Research, Inc.LPL Financial LLC09-30-2015
Michael Christopher CarrollCarroll Wealth Management Inc.LPL Financial LLC12-17-2009
Michael William SirianniCentury Securities Associates, Inc.LPL Financial LLC$1010-03-2014
Stephen P MayerCetera Advisor Networks LLCLPL Financial LLC08-23-2017
Joseph William LeuchtmannCetera Advisor Networks LLCLPL Financial LLC$1006-16-2017
Gregory Robin HoffmanCetera Advisor Networks LLCLPL Financial LLC$5004-24-2017
Michael Henry KellermannCetera Investment Services LLCLPL Financial LLC04-15-2016
Brian William LewallenCommerce Brokerage Services, Inc.LPL Financial LLC05-02-2019
Leslie Marie RobertsonCornerstone Wealth Management, LLCLPL Financial LLC04-26-2017
Ross Marinoni LawrenceCWM, LLCLPL Financial LLC$10004-24-2017
William Ted Bryan Jr.DB AdvisorsLPL Financial LLC$2503-15-2016
Benjamin M BisnettEdward JonesLPL Financial LLC03-02-2020
Michael S. ScottEdward JonesLPL Financial LLC08-26-2019
Jacob H AveniusEdward JonesLPL Financial LLC08-02-2019
Justin D MagerEdward JonesLPL Financial LLC06-17-2019
Savannah GerloffEdward JonesLPL Financial LLC04-01-2019
Kirk Eric DoyleEdward JonesLPL Financial LLC02-01-2019
Jena Lynn SullivanEdward JonesLPL Financial LLC01-07-2019
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Showing 1 to 25 of 113 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.